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Scott Lambie Location
Appleton, WI, US
Scott Lambie Work
2015 -now Financial Service Professional @
2013 -2014 Financial Services Professional @ NYLIFE Securities LLC
2013 -2014 Licensed Agent @
Scott Lambie Education
St. Norbert College
Bachelor of Business Administration (B.B.A.) (Finance & Political Science)
1989-1993
Scott Lambie Skills
Lifetime Income
Grandchild Gifting
Business Insurance Planning
Avenue
Education Funding Strategies
Gifting Strategies
401k Rollovers
IRA Rollovers
Investments
Lifetime Income Strategies
Wealth Transfer Strategies
Supplements to Employee Benefits
Key Person Insurance
Financial Reporting
Education Funding
Estate Planning
Licensed Life Insurance Agent
Account Management
Legacy Planning
Multi Generational
Marketing
Wealth Preservation Planning
Protection Planning/family Security
Leadership
Wealth Transfer
Protection
Annuity Sales
Multi Generational Wealth Transfer
Microsoft Excel
Supplements to Employee
Term Life Insurance
Insurance
Finance
Charitable Giving
Buy Sell Agreements
Permanent Life Insurance
Licensed in Long Term
Asset Protection
Real Estate
Business Insurance
Retirement Planning
Customer Satisfaction
Licensed Life Insurance
Wealth Preservation
Personal Finance
Licensed in Long Term Care Insurance
401 Rollovers
Scott Lambie Summary
Scott Lambie, based in Appleton, WI, US, is currently a Financial Service Professional at MassMutual Financial Group. Scott Lambie brings experience from previous roles at NYLIFE Securities LLC and New York Life Insurance Company. Scott Lambie holds a 1989 - 1993 Bachelor of Business Administration (B.B.A.) in Finance & Political Science @ St. Norbert College. With a robust skill set that includes Lifetime Income, Grandchild Gifting, Business Insurance Planning, Avenue, Education Funding Strategies and more. Scott Lambie has 1 emails and 1 mobile phone numbers on RocketReach.
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