Lambert Bunker Email and Phone Number
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 In an industry myopically focused on scale, mired in conventional wisdom, and entrenched in outdated practices there was ample room for improvement.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.
Athenainvest
View- Website:
- athenainvest.com
- Employees:
- 8
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PartnerAthenainvest Nov 2009 - PresentGreater Denver AreaAthenaInvest 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 build innovative investment strategies.
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Board MemberBoys & Girls Clubs Of Metro Denver Jan 2002 - PresentGreater Denver AreaBoys & 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. -
AdvisorIntegrated People Solutions Oct 2008 - Nov 2009Executive search and management consulting. -
Chief Marketing OfficerPrimitive Logic Mar 2007 - Oct 2008Led business strategy and business development. -
Vice President, Individual InvestorCharles Schwab 1995 - 2007Led 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 for retail brokerage. Developed and implemented quarterly plans for 25 markets, 370 branches and 1,600 brokers nationwide. Generated over 20,000 leads and $1.6 billion in new assets annually. -
Vice President, Electronic BrokerageCharles Schwab 1995 - 2000Developed 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. .
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Vice President, Customer ServiceWells Fargo Bank 1992 - 1995Implemented $2 million call center systems re-engineering project. Implemented online banking and investing systems. Integrated sales and service functionality improving productivity by 10%. -
Vice President, Checking & Credit Card Products1St Nationwide Bank 1987 - 1992Led product development and marketing for checking, ATM and credit card products. Increased profitability by $24 million annually.
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Manager, Loan Services / International AccountingBank Of America 1986 - 1987Automated wholesale banking units. Managed International accounting unit. Consolidated global general ledgers.
Lambert Bunker Education Details
Frequently Asked Questions about Lambert Bunker
What company does Lambert Bunker work for?
Lambert Bunker works for Athenainvest
What is Lambert Bunker's role at the current company?
Lambert Bunker's current role is Partner AthenaInvest | Behavioral Investing | Business Strategy | Practice Management.
What schools did Lambert Bunker attend?
Lambert Bunker attended Pepperdine University, The George L. Graziadio School Of Business And Management, University Of The Pacific.
Who are Lambert Bunker's colleagues?
Lambert Bunker's colleagues are Mitch Howard, Andrew Howard.
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