Dan Lambert Email & Phone Number
Senior Accountant @ Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC
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Dan Lambert Location
- Holland, OH, US
Dan Lambert Work
- 2025 -now Senior Accountant @
- 2024 -2025 Chief Executive Officer @
- 2016 -2024 Chief Financial Officer @ Kec, Walker & Associates, A Private Wealth Advisory Practice of Ameriprise Finan
- 2014 -2018 Tax Associate @
- 2016 -2017 Assistant Grant Coordinator @
- 2015 -2016 Assistant Marketing Manager - Commercial Lines @
- 2015 -2015 Marketing Intern @
- 2014 -2015 Graduate Assistant - Executive Programs in Business @
- 2012 -2014 Writing Instructor @
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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Top Legacy Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC Employees
Dan Lambert
Senior Accountant
Holland, OH, US
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