Vice President, Operations and Compliance @ (December 2018 - Present)
Operations and Compliance Manager @ (June 2018 - December 2018)
Operations Manager @ (April 2015 - June 2018)
Operations Supervisor @ (August 2006 - April 2015)
Emily Lambert Education
St. Bonaventure University
Bachelor’s Degree (Finance, Economics, International Business)
2002-2006
Emily Lambert Skills
Asset Management
Bloomberg
Equities
Finance
Financial Analysis
Financial Services
Investments
Microsoft Excel
Operations Management
Portfolio Management
Microsoft Word
Customer Service
Project Management
Sales
Training
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 and Manning & Napier. Emily Lambert holds a 2002 - 2006 Bachelor’s Degree in Finance, Economics, International Business @ St. Bonaventure University. With a robust skill set that includes Asset Management, Bloomberg, Equities, Finance, Financial Analysis and more. Emily Lambert has 1 emails and 3 mobile phone numbers on RocketReach.
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