Caleb Lamb

Caleb Lamb Email and Phone Number

Operations Manager @ Corient
Texas, United States
Caleb Lamb's Location
Dallas-Fort Worth Metroplex, United States
Caleb Lamb's Contact Details

Caleb Lamb personal email

n/a
About Caleb Lamb

Caleb Lamb is a Operations Manager at Corient. He possess expertise in financial analysis, microsoft excel, microsoft office, customer service, microsoft word and 4 more skills.

Caleb Lamb's Current Company Details
Corient

Corient

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Operations Manager
Texas, United States
Caleb Lamb Work Experience Details
  • Corient
    Operations Manager
    Corient
    Texas, United States
    View
  • Messick Peacock & Associates
    Operations Director
    Messick Peacock & Associates Apr 2022 - Present
    View
  • Messick Peacock & Associates
    Senior Client Services Manager
    Messick Peacock & Associates Mar 2020 - Apr 2022
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Messick, Peacock, & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
  • Messick, Peacock, & Associates
    Associate Wealth Management Advisor
    Messick, Peacock, & Associates Mar 2017 - Mar 2020
    Dallas
    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Messick, Peacock, & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Jul 2016 - Mar 2017
    Westlake, Tx
    Part of our High Net Worth Tier II team, which serves as highest level of service provided to our customers. We are trained to be able to help with almost any customer situation from placing trades to account updates. I take an average of 30 calls a day, engaging in meaningful conversations to assist with customer financial needs. Strong conversational skills and development of strong empathy to relate to customers in any of life's seasons.
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  • Fidelity Investments
    Operations Analyst
    Fidelity Investments Feb 2016 - Jun 2016
    This was a temporary assignment to meet a short term business need. In this role I assisted in monitoring and updating schedules for all reps on the phone, helping to ensure proper coverage based on that day's volumes. Assisted with reporting sent to management to monitor and improve operational efficiencies, growing knowledge of reporting capabilities in Excel. Handled daily adhoc requests while balancing weekly and monthly deadlines.
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  • Fidelity Investments
    Financial Representative
    Fidelity Investments Dec 2014 - Feb 2016
    Westlake, Tx
    Member of our High Net Worth Tier I team. Engaged in conversations with all customers, helping them understand online capabilities and assisting to implement their investment goals. Leadership role on my team to analyze our team's stats and communicate opportunities for improvement and best practices. Gained higher understanding of the markets and improved verbal communication skills to deal with customers in their current emotional state.
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  • Fidelity Investments
    Pricing Analyst
    Fidelity Investments Nov 2011 - Nov 2014
    Westlake, Tx
    Prepared and reviewed daily pricing reconciliation packets to ensure accurate prices, monitoring for large price changes and impacts to the funds. Adhoc projects to improve efficiency within the team and properly update changes to policies and procedures for price collection tasks. Assisted with onboarding of new team members. Learned multiple roles within the team, such as pricing methods for fixed income, equity, and fair value securities.
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  • Jpmorgan Chase
    Fund Accountant
    Jpmorgan Chase Nov 2010 - Nov 2011
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  • Discount Tire Company
    Service Coordinator/Crew Chief
    Discount Tire Company May 2006 - Nov 2010
    View
  • Dallas National Bank
    Banking Intern
    Dallas National Bank Jan 2006 - May 2006
    Worked in the Loan Department. Organized files, entered data, and interacted with employees.

Caleb Lamb Skills

Financial Analysis Microsoft Excel Microsoft Office Customer Service Microsoft Word Accounting Banking Powerpoint Finance

Caleb Lamb Education Details

Frequently Asked Questions about Caleb Lamb

What company does Caleb Lamb work for?

Caleb Lamb works for Corient

What is Caleb Lamb's role at the current company?

Caleb Lamb's current role is Operations Manager.

What is Caleb Lamb's email address?

Caleb Lamb's email address is ca****@****ity.com

What schools did Caleb Lamb attend?

Caleb Lamb attended Abilene Christian University.

What are some of Caleb Lamb's interests?

Caleb Lamb has interest in Children.

What skills is Caleb Lamb known for?

Caleb Lamb has skills like Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Accounting, Banking, Powerpoint, Finance.

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