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Lambert Bunker is listed as Partner AthenaInvest | Behavioral Investing | Business Strategy | Practice Management at AthenaInvest, a company with 8 employees, based in Englewood, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Lambert Bunker.
Lambert Bunker previously worked as Partner at Athenainvest and Board Member at Boys & Girls Clubs Of Metro Denver. Lambert Bunker holds Mba, Mba from Pepperdine University, The George L. Graziadio School Of Business And Management.
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AthenaInvest partners with forward thinking advisory firms and allocators to excel with pure play behavioral investment strategies. Following a successful career helping launch Schwab.com and Schwab Private Client, I became convinced there was an opportunity to develop better investment portfolios and advice. In an industry myopically focused on scale, mired in conventional wisdom, and entrenched in outdated practices there was ample room for improvement. The transition to behavioral finance creates an opportunity to deliver institutional caliber investment management and a next level client experience for those willing to be different.
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Greater Denver Area
AthenaInvest is the industry leader in Behavioral Portfolio Management with a patented research process built on a deep academic foundation developed over 35 years of interaction with leading academics and institutional managers by C. Thomas Howard, PhD, CEO and Director of Research. AthenaInvest analyzes persistent and predictive behavioral factors to.
Greater Denver Area
Boys & Girls Clubs provides a Positive Place For Kids. The Board provides leadership along with valuable resources and support to the clubs and the inspiring young adults that are in them.
Led business integration and wholesaling for Schwab Private Client. Developed and implemented brand positioning, brand architecture, sales collateral and integrated marketing campaigns. Developed and implemented advisor systems and training programs. Increased sales by 42% and increased fee based assets to $28 billion.Managed marketing and sales support.
Developed business strategy and new products for Electronic Brokerage. Developed and launched Schwab.com serving 2 million online customers and $150 billion in assets. Developed and grew Velocity active trader software to $100 million in annual revenues. Formed strategic partnerships with Microsoft, AOL and Intuit..
Implemented $2 million call center systems re-engineering project. Implemented online banking and investing systems. Integrated sales and service functionality improving productivity by 10%.
Led product development and marketing for checking, ATM and credit card products. Increased profitability by $24 million annually.
Automated wholesale banking units. Managed International accounting unit. Consolidated global general ledgers.
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Lambert Bunker works for AthenaInvest.
Lambert Bunker is listed as Partner AthenaInvest | Behavioral Investing | Business Strategy | Practice Management at AthenaInvest.
Lambert Bunker is based in Englewood, Colorado, United States while working with AthenaInvest.
Lambert Bunker has worked for Athenainvest, Boys & Girls Clubs Of Metro Denver, Integrated People Solutions, Primitive Logic, and Charles Schwab.
Lambert Bunker's colleagues at AthenaInvest include Andrew Howard and Mitch Howard.
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Lambert Bunker holds Mba, Mba from Pepperdine University, The George L. Graziadio School Of Business And Management.
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