Matthew Lamb Email & Phone Number

VP - Financial Consultant CFP® @ Charles Schwab

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Matthew Lamb Location

Albuquerque, NM, US

Matthew Lamb Work

2013 - now VP - Financial Consultant CFP® @ Charles Schwab
2011 - 2012 Advisor Services @ Charles Schwab
2008 - 2011 Relationship Manager @ TD Ameritrade
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Matthew Lamb Education

San Diego State University
BS (Finance)
2005 - 2008
Baylor University
(Finance)
2003 - 2005
Certified Financial Planner
(Achieved Certified Financial Planning designation)

Matthew Lamb Skills

Sales
Project Management
CRM

Business Analysis
Email Marketing
Banking
Strategy
Marketing
Business Development

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Matthew Lamb Summary

Matthew Lamb, based in Albuquerque, NM, US, is currently a VP - Financial Consultant CFP® at Charles Schwab. Matthew Lamb brings experience from previous roles at Charles Schwab and TD Ameritrade. Matthew Lamb holds a 2005 - 2008 BS in Finance @ San Diego State University. With a robust skill set that includes Sales, Project Management, CRM, Business Analysis, Email Marketing and more. Matthew Lamb has 2 emails and 1 mobile phone numbers on RocketReach.

Matthew Lamb Emails

Found 2 emails

Matthew Lamb Phone Numbers

Found 2 phone numbers

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