Dan Lambert Email & Phone Number
Senior Accountant @ Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
Dan Lambert Location
Holland, OH, US
Dan Lambert Work
- 2025 - now Senior Accountant @ Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
- 2024 - 2025 Chief Executive Officer @ Charles Boyk Law Offices LLC
- 2016 - 2024 Chief Financial Officer @ Kec, Walker & Associates, A Private Wealth Advisory Practice of Ameriprise Finan
- 2014 - 2018 Tax Associate @ H&R Block
- 2016 - 2017 Assistant Grant Coordinator @ Bowling Green State University
- 2015 - 2016 Assistant Marketing Manager - Commercial Lines @ Brown & Brown
- 2015 - 2015 Marketing Intern @ Brown & Brown
- 2014 - 2015 Graduate Assistant - Executive Programs in Business @ Bowling Green State University
- 2012 - 2014 Writing Instructor @ Bowling Green State University
Dan Lambert Education
- University of California, Berkeley
Financial Planning Certificate (Financial Planning and Services)
2022 - 2023 - Bowling Green State University
Master of Business Administration (M.B.A.) (Accounting and Finance)
2014 - 2015 - Bowling Green State University
Master's Degree (English)
2012 - 2014
- Bowling Green State University
Bachelor's Degree (English/Philosophy)
2009 - 2012
Dan Lambert Summary
Dan Lambert, based in Holland, OH, US, is currently a Senior Accountant at Legacy Financial Partners, A private wealth advisory practice of Ameriprise Fina. Dan Lambert brings experience from previous roles at Charles Boyk Law Offices LLC, Kec, Walker & Associates, A Private Wealth Advisory Practice of Ameriprise Finan, H&R Block and Bowling Green State University. Dan Lambert holds a 2022 - 2023 Financial Planning Certificate in Financial Planning and Services @ University of California, Berkeley. Dan Lambert has 3 mobile phone numbers on RocketReach.
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Others Named Dan Lambert
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William Roughen
Financial Advisor at Ameriprise Financial Services, LLC
Florida, United States2 -
2
Top Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Employees
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