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® @
- 2011 -2012 Advisor Services @
- 2008 -2011 Relationship Manager @
Matthew Lamb Education
- San Diego State University
BS (Finance)
2005-2008 - Baylor University
Finance (Finance)
2003-2005 - Certified Financial Planner
Achieved Certified Financial Planning designation
2015
Matthew Lamb Skills
- Sales
- Project Management
- CRM
- Business Analysis
- Email Marketing
- Banking
- Strategy
- Marketing
- Business Development
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 3 emails and 1 mobile phone numbers on RocketReach.
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