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Kate Lamb Location
Hedge End, GB
Kate Lamb Work
Director of Sales @ (August 2023 - Present)
Executive Partnership Development Manager @ (July 2021 - August 2023)
Senior Business Consultant @ (January 2019 - July 2021)
Senior Partnership Development Manager - Transition @ St James's Place Wealth Management (June 2014 - July 2021)
Financial Services Trainer @ (November 2011 - May 2014)
Regional Manager Bancassurance @ (January 2011 - November 2011)
Kate Lamb Education
Cranbrook Grammar School
Kate Lamb Skills
Banking
Business Relationship Management
Credit
Finance
Financial Advisory
Financial Markets
Financial Planning
Financial Services
Income Protection
Inheritance Tax Planning
Investment Advisory
Investments
Life Insurance
Loans
Management
Pensions
Portfolio Management
Protection
Qualified in RO exams to diploma level 4
Relationship Management
Retirement Planning
Strategic Financial Planning
Training
Wealth Management
Insurance
Strategy
Sales Management
Kate Lamb Summary
Kate Lamb, based in Hedge End, GB, is currently a Director of Sales at Luma Financial Planning. Kate Lamb brings experience from previous roles at St. James’s Place Wealth Management, St James's Place Wealth Management and Nationwide Building Society. Kate Lamb holds a Cranbrook Grammar School. With a robust skill set that includes Banking, Business Relationship Management, Credit, Finance, Financial Advisory and more. Kate Lamb has 2 emails on RocketReach.
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