Emily Lambert Email & Phone Number
Chief Compliance Officer @ Howe & Rusling Wealth Management
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Emily Lambert Location
- Fairport, NY, US
Emily Lambert Work
- 2020 -now Chief Compliance Officer @
- 2018 -now Vice President, Operations and Compliance @
- 2018 -2018 Operations and Compliance Manager @
- 2015 -2018 Operations Manager @
- 2006 -2015 Operations Supervisor @
Emily Lambert Education
- Saint Bonaventure University
Bachelor’s Degree (Finance, Economics, International Business)
2002-2006
Emily Lambert Skills
- Bloomberg
- Microsoft Word
- Finance
- Financial Analysis
- Customer Service
- Project Management
- Operations Management
- Sales
- Portfolio Management
- Financial Services
- Equities
- Microsoft Excel
- Investments
- Training
- Asset Management
Emily Lambert Summary
- Emily Lambert, based in Fairport, NY, US, is currently a Chief Compliance Officer at Howe & Rusling. Emily Lambert brings experience from previous roles at Howe & Rusling, Inc. and Manning & Napier. Emily Lambert holds a 2002 - 2006 Bachelor’s Degree in Finance, Economics, International Business @ Saint Bonaventure University. With a robust skill set that includes Bloomberg, Microsoft Word, Finance, Financial Analysis, Customer Service and more. Emily Lambert has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Howe & Rusling Wealth Management Employees
John Trentacoste
Director of Fixed Income
Rochester, NY, US
Emily Lambert
Chief Compliance Officer
Fairport, NY, US
Eric Udvari
Wealth Manager
Boise, ID, US
Andrea Gray
Vice President, Estate Strategies
Rochester, NY, US
Andrea Farrell
Client Service Associate and Office Assistant
Rochester, NY, US
Sarah Swan
Vice President, Wealth Manager
Rochester, NY, US
Michael Carrico
Wealth Manager
Colorado Springs, CO, US
Jordan Eich
Wealth Manager
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Dylan Potter
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