Evan Lamb Email & Phone Number
Wealth Manager @ Creative Planning
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Evan Lamb Location
- Newport Beach, CA, US
Evan Lamb Work
- 2026 -now Wealth Manager @
- 2021 -2026 Wealth Advisor @
- 2019 -2021 Business Development, Private Equity Group @
- 2016 -2019 Financial Consultant @
- 2013 -2016 Senior Associate, CPA @
Evan Lamb Education
- University of California, Santa Barbara 2012
Evan Lamb Skills
- Microsoft Excel
- PowerPoint
- Microsoft Word
- Microsoft Office
- Customer Service
- Financial Analysis
- Teamwork
- Social Media
- Spreadsheets
- Research
- Financial Accounting
- QuickBooks
- Accounts Receivable
- Accounting
- General Ledger
- Financial Statements
Evan Lamb Summary
- Evan Lamb, based in Newport Beach, CA, US, is currently a Wealth Manager at Creative Planning. Evan Lamb brings experience from previous roles at SageView Advisory Group, Carta, The Siegfried Group and Haskell & White LLP. Evan Lamb holds a University of California, Santa Barbara. With a robust skill set that includes Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service and more. Evan Lamb has 2 emails and 1 mobile phone numbers on RocketReach.
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