Randy Lambert Location
Blair, NE, US
Randy Lambert Work
- 2024 - now EVP, Head of RIA Solutions @ Intention.ly
- 2021 - 2024 EVP, Tech Operations @ Orion Advisor Solutions
- 2019 - 2021 Chief Operations Officer @ Orion Advisor Solutions
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
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 2 emails and 3 mobile phone numbers on RocketReach.
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Top Intention.ly Employees
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Tina Powell
Partner, Chief of Community at Intention.ly
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Zohray Brennan
Director, Marketing Automation and Operations at Intention.ly
Philadelphia, PA, US25+ -
Jaimie Vennell
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Jason Mirabella
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Carmel, IN, US14 -
Melissa Buchanan
Vice President of Content Strategy at Intention.ly
King of Prussia, PA, US42 -
Hailey Lau
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Louisville, KY, US1 -
Kristin Fink
Director, B2B Marketing at Intention.ly
Philadelphia, PA, US1 -
Molly Manchester
Director of Client Account Strategy at Intention.ly
Philadelphia, PA, US15 -
Jasmin Embers
Director, Client Account Strategy at Intention.ly
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