Kelly Lambert Email & Phone Number
Compliance Specialist @ Copper Financial
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Kelly Lambert Location
- Odessa, MO, US
Kelly Lambert Work
- 2025 -now Compliance Specialist @
- 2023 -2025 Director, Compliance Risk Management @
- 2021 -2023 Associate Director of Network Office Supervision @
- 2019 -2021 Operations Manager @
- 2016 -2019 Securities Supervision - Project Manager @
- 2015 -2016 MOIS Operations analyst @
- 2012 -2015 Senior Manager - Retail Brokerage Services @
- 2009 -2012 Senior Manager, Alternative Sourcing and Strategic Support @
- 2006 -2009 Team Manager @
Kelly Lambert Education
- University of Nebraska at Omaha
BS (History)
2004-2007 - Olympic College
Bachelor's degree (History)
2003-2005
Kelly Lambert Skills
- Leadership
- Communication
- Problem Solving
- Critical Thinking
- Analytical Skills
- Interpersonal Relationships
- Teamwork
- Customer Service
- Team Management
- Written Communication
- Negotiation
- Business Process Improvement
- Process Improvement Tools
- Operational Strategy
- Organization Skills
- FINRA
- Series 7
- Series 24
- Series 65
- U.S. Securities and Exchange Commission (SEC)
- Regulatory Requirements
- Regulatory Compliance
- Brokerage
- Broker-Dealer Operations
- Broker-Dealer Compliance
- Compliance Testing
- Compliance Monitoring
- Anti-Money Laundering
- Internal Audits
- Compliance Training
- Due Diligence
- Quality Control
- Financial Analysis
- Wealth Management Services
- Securities
- Mutual Funds
- 529 Plans
- Variable Annuities
- Variable Life
- Life Insurance
- Money Market Funds
- ETFs
- Coaching
- Employee Engagement
- Trading
- Microsoft Office
- Options
- Customer Experience
- Bonds
- Excel
- Alternative Investments
- Risk Management
- Financial Advisory
- Investments
- Asset Management
- Organizational Development
- Financial Services
- Data Analysis
- Equities
- Investment Advisory
- Supply Chain Management
- Business Strategy
- Operations Management
- Asset Allocation
- Management
- Interviewing
- 401k
- Investment Strategies
- Strategic Planning
- Vendor Management
- Customer Relations
- Microsoft Excel
- Series 63
- Trading Systems
- Compliance
- Change Management
- Performance Management
- Leadership Development
- Back Office
- Portfolio Management
- Fixed Income
- Team Leadership
- Client Service
- Wealth Management
- Business Analysis
- Investment Management
Kelly Lambert Summary
- Kelly Lambert, based in Odessa, MO, US, is currently a Compliance Specialist at Copper Financial. Kelly Lambert brings experience from previous roles at Venerable, RPS FINANCIAL GROUP INC., Waddell & Reed and Mutual of Omaha Investor Services. Kelly Lambert holds a 2004 - 2007 BS in History @ University of Nebraska at Omaha. With a robust skill set that includes Leadership, Communication, Problem Solving, Critical Thinking, Analytical Skills and more. Kelly Lambert has 2 emails and 4 mobile phone numbers on RocketReach.
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