Kate Lamb Email
Director of Sales @ Luma Financial Planning
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Kate Lamb Location
- Hedge End, GB
Kate Lamb Work
- 2023 -now Director of Sales @
- 2021 -2023 Executive Partnership Development Manager @
- 2019 -2021 Senior Business Consultant @
- 2014 -2021 Senior Partnership Development Manager - Transition @ St James's Place Wealth Management
- 2011 -2014 Financial Services Trainer @
- 2011 -2011 Regional Manager Bancassurance @
- 2010 -2011 Financial Adviser Sales Manager @ Alliance and Leicester
- 2009 -2010 Financial Adviser @ Alliance and Leicester
- 2005 -2009 Branch Manager @ Alliance and Leicester
Kate Lamb Education
- Cranbrook Grammar School
Kate Lamb Skills
- Qualified in RO exams to diploma level 4
- Wealth Management
- Banking
- Loans
- Investments
- Strategic Financial Planning
- Life Insurance
- Pensions
- Protection
- Credit
- Income Protection
- Portfolio Management
- Relationship Management
- Financial Services
- Financial Advisory
- Retirement Planning
- Training
- Inheritance Tax Planning
- Finance
- Management
- Financial Markets
- Investment Advisory
- Financial Planning
- Business Relationship 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 Qualified in RO exams to diploma level 4, Wealth Management, Banking, Loans, Investments and more. Kate Lamb has 2 emails on RocketReach.
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