Stefan Lambert Email & Phone Number

Market Director Business Development @ Equitable Advisors

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Stefan Lambert Location

Washington, DC, US

Stefan Lambert Work

2025 - now Market Director Business Development @ Equitable Advisors
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2012 - 2025 Vice President of Business Development @ Osaic
2008 - 2012 Managing Principal @ Waddell & Reed

2003 - 2007 Branch Manager and Director @ UBS Group AG
1990 - 2003 Financial Advisor and VP and Assistant Manager @ Morgan Stanley

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Stefan Lambert Education

University of Massachusetts, Amherst

Stefan Lambert Skills

Wealth Management
Investments
Recruiting

Sales Management
Investment Advisory
Uniform Combined State Law
Strategic Financial Planning
Series 63
Banking
Asset Allocation

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Stefan Lambert Summary

Stefan Lambert, based in Washington, DC, US, is currently a Market Director Business Development at Equitable Advisors. Stefan Lambert brings experience from previous roles at Osaic, Waddell & Reed, UBS and Morgan Stanley Smith Barney. Stefan Lambert holds a University of Massachusetts, Amherst. With a robust skill set that includes Wealth Management, Investments, Recruiting, Sales Management, Investment Advisory and more. Stefan Lambert has 3 emails and 1 mobile phone numbers on RocketReach.

Stefan Lambert Emails

Found 3 emails

Stefan Lambert Phone Numbers

Found 6 phone numbers

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