Nick Lamb Location
- Chicago, IL, US
Nick Lamb Work
- 2026 - now Partner and Managing Director @
- 2025 - 2026 Managing Director @
- 2018 - 2025 Senior Financial Advisor @
- 2016 - 2018 Financial Advisor @ Merrill Lynch Wealth Management, Private Banking & Investment Group
- 2009 - 2013 Trader @ Infinium Capital Management
- 2008 - 2009 Mergers and Acquisitions Analyst @ De Bellas & Co. - Investment Banking
Nick Lamb Education
- California Polytechnic University
Bachelor's Degree
2005 - 2009
Nick Lamb Skills
- Project Management
- Financial Reporting
- Public Speaking
- Financial Analysis
- Wealth Management
- Financial Planning
- Financial Advisory
- Investment Advisory
- Wealth
- Writing
- Capital Management
- Summarizing
- Market
- Insurance
- International Sales
- Overseeing
- Technical Analysis
- Sales
- Derivatives
- Pacific
- Natural Gas
- International Relations
- Solicitation
- Finance
- Market Making
- SAN
- 50m
- Business Administration
- Temporary Placement
- Steel Detailing
- Management
- Revenue
- Metrics
- Clearing
- PowerPoint
- Ethics
- Accounting
- Reconcile
- Guidance
- Best Case
- Futures
- Ontario
- Diligent
- Microsoft Excel
- Energy Derivatives
- American
- Reporting
- Chicago
- Analysis
- Infinium
- Cash Flow
- Corporate Finance
- Coordination
- Security Analysis
- Financial Modeling
- Managerial Finance
- Modeling
- Brain
- Madrid
- Teasers
- Discern
- Energy
- Active
- Extracurricular Activities
- Marketing
- Drafting
- Pipelines
- House
- Investment Banking
- Basketball
- Brokers
- Presentations
- Pricing
- Healthcare Staffing
- Spain
- Responsibility
- Chartered Financial Analyst
- Banking
- Materials
- Business Planning
- Volatility
- Parties
- Lamb
- Financial Transactions
- Frames
- Risk
- Trading
- Due Diligence
- Mergers and Acquisitions
- Traders
- Coordinate
Nick Lamb Summary
- Nick Lamb, based in Chicago, IL, US, is currently a Partner and Managing Director at Creative Planning. Nick Lamb brings experience from previous roles at SageView Advisory Group, Merrill Lynch Wealth Management, Private Banking & Investment Group and Infinium Capital Management. Nick Lamb holds a 2005 - 2009 Bachelor's Degree @ California Polytechnic University. With a robust skill set that includes Project Management, Financial Reporting, Public Speaking, Financial Analysis, Wealth Management and more. Nick Lamb has 1 emails and 2 mobile phone numbers on RocketReach.
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