Randy Lambert Email & Phone Number
EVP, Head of RIA Solutions @ Intention.ly
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Randy Lambert Location
- Blair, NE, US
Randy Lambert Work
- 2024 -now EVP, Head of RIA Solutions @
- 2021 -2024 EVP, Tech Operations @ Orion Advisor Solutions
- 2019 -2021 Chief Operations Officer @ Orion Advisor Solutions
- 2015 -2019 President @
- 2001 -2015 COO @
- 1993 -2001 Operations @
Randy Lambert Education
- Anderson College of Business – Regis University
Master of Business Administration - MBA (Strategic Management)
2017-2020 - Creighton University
BSBA (Finance, General)
1989-1993
Randy Lambert Skills
- Portfolio Management
- Investment Advisory
- Investments
- Asset Managment
- Wealth Management
- Asset Management
- Mutual Funds
- Series 7
- Strategic Planning
- Analysis
- Series 63
- Alternative Investments
- Strategic Financial Planning
- Securities
- Financial Advisory
- ETFs
- Financial Planning
- Financial Services
- Sales
- Project Management
- Operations Management
- Program Management
- Business Strategy
- Public Speaking
- Strategic Financial
Randy Lambert Summary
- Randy Lambert, based in Blair, NE, US, is currently a EVP, Head of RIA Solutions at Intention.ly. Randy Lambert brings experience from previous roles at Orion Advisor Solutions, Orion Advisor Tech and Orion Advisor Services, LLC. Randy Lambert holds a 2017 - 2020 Master of Business Administration - MBA in Strategic Management @ Anderson College of Business – Regis University. With a robust skill set that includes Portfolio Management, Investment Advisory, Investments, Asset Managment, Wealth Management and more. Randy Lambert has 1 emails on RocketReach.
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