Lambert Wayne Email
Wealth Planner at Optimize Wealth Management @ Optimize
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Lambert Wayne Location
- Winnipeg, MB, CA
Lambert Wayne Work
- 2023 -now Wealth Planner at Optimize Wealth Management @
- 2020 -now Senior Relationship Manager @
- 2017 -now Certified Financial Planner at Independence Wealth Management Group @
- 2013 -2017 Certified Financial Planner @
- 2004 -2013 Consultant @
- 2006 -2012 Division Director @
- 1989 -2004 Incharge Flight Attendant and Union Rep. @
Lambert Wayne Education
- Winsor Park High 1980-1983
- 2004
Lambert Wayne Skills
- Financial Planning
- Investments
- Pensions
- Mutual Funds
- Negotiation
- Hiring
- Coaching
- Team Building
- Asset Management
- Portfolio Management
- Succession Planning
- Mentoring
- Compliance
- Interviewing
- Public Speaking
- Strategic Financial Planning
- Estate Planning
- Risk Management
- Disability Insurance
- Insurance
- Wealth
- Leadership
- Retirement Planning
- Retirement
- Wealth Management
- Development
- Planning
- Ultimate
- Certified Financial Planner
- Strategic Financial
- Planners
- Services
Lambert Wayne Summary
- Lambert Wayne, based in Winnipeg, MB, CA, is currently a Wealth Planner at Optimize Wealth Management at Optimize Wealth Management. Lambert Wayne brings experience from previous roles at Optimize Wealth Management, Independence Wealth Management Group, The Inclusif Group and Investors Group. Lambert Wayne holds a 1980 - 1983 Winsor Park High. With a robust skill set that includes Financial Planning, Investments, Pensions, Mutual Funds, Negotiation and more. Lambert Wayne has 2 emails on RocketReach.
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