Doug Lambert work email
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Doug Lambert personal email
PURPOSE ► For the past 21+ years, I have built a foundation in business operations and strategy design across the financial services, fintech, and technology space by advancing through positions of increasing management and leadership accountability. Throughout that journey, I have tackled many challenges and worked hard in identifying opportunities for continuous improvement and growth while exceeding client expectation at every opportunity.BACKGROUND ► Whether driving complex projects from ideation to successful completion, facilitating client relations to build accountable teams with a can-do attitude, or serving as customer lead during complex project and program delivery, my ability to build trusting relationships at all levels of the organization has served me well in achieving results. LEAD BY EXAMPLE ► I am the type of proactive and steady leader who will help organizations make the right decisions in times of chaos. The strategist who will transform data trends into operational and workforce efficiency improvements. The mentor who will revitalize teams in the field and managers to collaborate in reaching new levels of achievement for the company and our clients.STRENGTHS INCLUDE ►✓ Team Leadership, Consensus Building✓ Operations Management✓ Business Operations✓ Financial Services✓ Service Level Agreements✓ Client Engagement ✓ Strategic Planning ✓ Portfolio Management✓ Technology Start-Up ConsultingTo connect: lambertdouglas25@gmail.com
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Chief Growth OfficerRixon Technology Jul 2021 - PresentChandler, Arizona, UsExecutive focused on developing business strategy, integrated growth plans, product distribution, and managing key SaaS metrics in order to accelerate growth and generate revenue in a B2B SaaS software business.
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Consultant At Rixon TechnologyRixon Technology Jan 2021 - Jul 2021Chandler, Arizona, UsSenior Advisor to founders and key personnel for a global B2B SaaS business focused on advanced data security and privacy (Vaultless Tokenization). Extensive input and guidance for global Privacy and Security, including but not limited to GDPR, CCPA, ISO, and PCI laws and standards. Developed and implemented product distribution plans and practices focused on key audiences and regions globally. Additional responsibilities include developing and facilitating strategic plans, market and regulatory research, detailed presentation development for investors/prospects/board advisors, deal assessments, and financial/pricing analysis.
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Vp, Senior Business Manager, Business ManagementT. Rowe Price Jan 2020 - Jan 2021Baltimore, Maryland, UsSenior manager in the Individual Investors organization responsible for managing planning, risk, portfolio management, and executive team support. Additional responsibilities include facilitating planning and portfolio management, governance processes, annual planning, business continuity planning, incident response plans, research, analysis, and ongoing executive support. -
Vp, Senior Business Manager, Marketing Planning & IntegrationT. Rowe Price Jan 2017 - Dec 2019Baltimore, Maryland, UsSenior manager in the Individual Investors Marketing organization responsible for managing the advertising and promotions budgets. Additional responsibilities include facilitating marketing strategic planning and communication to internal partners and external agencies, ongoing portfolio management of projects and reporting key accomplishments and overall health of the portfolio, and leading change management initiatives for new marketing technology and process with internal partners.
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Vp, Senior Business Manager, T. Rowe Price ServicesT. Rowe Price Jan 2015 - Dec 2016Baltimore, Maryland, UsSenior manager in the Services and Operations organization responsible for operating model development, key programs, planning, and general communications. Additional responsibilities included developing performance reporting and assessments of expense reduction initiatives while coordinating staffing and hiring forecasts for annual review and working with multiple business lines to improve and achieve operational effectiveness and align with long-term strategic plans.
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Vp, Senior Business Manager, Us Investment Services MarketingT. Rowe Price Jan 2014 - Dec 2015Baltimore, Maryland, UsSenior manager in the US Investment Services general management team tasked with governance, portfolio monitoring, executive communications, and consulting support as required. Additional responsibilities included assisting business lines through program development and planning as required by the general manager of US Investment Services as well as working with the finance and data teams as required for general reporting purposes and communications.
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Avp, Marketing Services & Operations Manager, Third-Party DistributionT. Rowe Price Jan 2011 - Dec 2013Baltimore, Maryland, UsServed as chief of staff of Third-Party Distribution Marketing at T. Rowe Price and reported to the Head of Marketing. Additional responsibilities included budgeting, compliance, process management, and forecasting for the marketing team serving financial advisors and financial institutions as well as leading a team of client relationship management reporting associates, event managers, and marketing coordinators within Third Party Distribution.
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Avp, Operations Group ManagerT. Rowe Price Sep 2007 - Dec 2011Baltimore, Maryland, UsProvided leadership for a national team of writers, processors, and supervisors, ensuring that they were delivering the highest quality of service to current and prospective clients, in alignment with the T. Rowe Price business strategy and values, in the most efficient and effective manner as well as managed shared service teams which led to improved client experience.
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Supervisor Special CorrespondenceT. Rowe Price Jan 2007 - Sep 2007Baltimore, Maryland, UsProvided centralized accountability within the firm for responding to all free-form client and prospect written and electronic correspondence for the transfer agency, as well as broker-dealer services. Additional responsibilities included directly managing a local team of seventeen writers focused on preparing free-form responses to inquiries such as customer e-mail, complaint letters, tax related requests, IRAs, performance of mutual funds, excessive trading, and account transaction issues.
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Sales Call Center Supervisor – Investment Guidance GroupT. Rowe Price Mar 2006 - Dec 2006Baltimore, Maryland, UsActively managed a team of seven to ten highly tenured and specialized associates in a sales environment. Additional responsibilities included developing and guiding associates, senior representatives, and specialists to meet their career goals via one-on-ones, coaching, training, and performance evaluations as well as identifying departmental areas of improvement, evaluating existing policies, recommending solutions, and implementing changes in the department to help move the business forward.
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Call Center Supervisor- Retirement Plan ServicesT. Rowe Price Jan 2004 - Mar 2006Baltimore, Maryland, UsActively managed a team of ten to fifteen associates trained to take calls that service large institutional 401(k) plans. Additional responsibilities included developing and guiding associates, senior representatives, and specialists to meet their career goals via one-on-ones, coaching, training, and performance evaluations as well as identifying departmental areas of improvement, evaluating existing policies, recommending solutions, and implementing changes in the department to help move the business forward.
Doug Lambert Skills
Doug Lambert Education Details
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Brandeis UniversityDigital Innovation For Fintech -
The CitadelPsychology
Frequently Asked Questions about Doug Lambert
What company does Doug Lambert work for?
Doug Lambert works for Rixon Technology
What is Doug Lambert's role at the current company?
Doug Lambert's current role is Chief Growth Officer at Rixon Technology.
What is Doug Lambert's email address?
Doug Lambert's email address is do****@****ice.com
What schools did Doug Lambert attend?
Doug Lambert attended Brandeis University, The Citadel.
What skills is Doug Lambert known for?
Doug Lambert has skills like Client Relations, Account Management, Sales, Forecasting, Business Development, Business Analysis, Management Accounting, Team Leadership, Working With Investors, Customer Relationship Management, Asset Allocation, Business Operations.
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