Matthew Lamb
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Matthew Lamb Email & Phone Number

VP - Financial Consultant CFP® at Charles Schwab
Location: Albuquerque, New Mexico, United States 3 work roles 3 schools
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Current company
Charles Schwab
Role
VP - Financial Consultant CFP®
Location
Albuquerque, New Mexico, United States
Company size
20505 employees

Who is Matthew Lamb? Overview

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Quick answer

Matthew Lamb is listed as VP - Financial Consultant CFP® at Charles Schwab, a company with 20505 employees, based in Albuquerque, New Mexico, United States. AeroLeads shows a matched LinkedIn profile for Matthew Lamb.

Matthew Lamb previously worked as Advisor Services at Charles Schwab and Relationship Manager at Td Ameritrade. Matthew Lamb holds Achieved Certified Financial Planning Designation from Certified Financial Planner.

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Email format at Charles Schwab

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Charles Schwab

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Profile bio

About Matthew Lamb

Matthew Lamb is a VP - Financial Consultant CFP® at Charles Schwab.

Current workplace

Matthew Lamb's current company

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Charles Schwab
Charles Schwab
VP - Financial Consultant CFP®
san francisco, california, united states
Website
schwab.com
Employees
20505
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3 roles

Matthew Lamb work experience

A career timeline built from the work history available for this profile.

Vp - Financial Consultant Cfp®

Current
Charles Schwab

Albuquerque, New Mexico Area

Jan 2013 - Present

Advisor Services

Charles Schwab

Phoenix, Arizona Area

Apr 2011 - Dec 2012

Relationship Manager

Td Ameritrade

Greater San Diego Area

Jun 2008 - Apr 2011
Team & coworkers

Colleagues at Charles Schwab

Other employees you can reach at schwab.com. View company contacts for 20505 employees →

TO Tracy O'Brien Tracy O'Brien Colleague at Charles Schwab Denver Metropolitan Area, United States View → EM Erica Munguia Erica Munguia Colleague at Charles Schwab Haven, Kansas, United States, United States View → SW Stacey Worrell Stacey Worrell Colleague at Charles Schwab Buda, Texas, United States, United States View → TS Taylor Smith Taylor Smith Colleague at Charles Schwab Dallas-Fort Worth Metroplex, United States View → RM Ralph Mazzarella Ralph Mazzarella Colleague at Charles Schwab Clark, New Jersey, United States, United States View → HG Hemant G. Hemant G. Colleague at Charles Schwab Naperville, Illinois, United States, United States View → SL Shelby Landreth Shelby Landreth Colleague at Charles Schwab San Francisco, California, United States, United States View → DN Dennis Nguyen Dennis Nguyen Colleague at Charles Schwab Houston, Texas, United States, United States View → LM Lindsay Millard Lindsay Millard Colleague at Charles Schwab Alexandria, Virginia, United States, United States View → KD Karen Deegan Karen Deegan Colleague at Charles Schwab Gilbert, Arizona, United States, United States View →
3 education records

Matthew Lamb education

Achieved Certified Financial Planning Designation

Certified Financial Planner

Bs, Finance

San Diego State University

Activities and Societies: Honor Roll and National Honor's Society, Professional Business Fraternity - Alpha Kappa Psi; - Fall 2007- V.P..

Finance

Baylor University

Activities and Societies: National Honors Society, Honored with Personal Achievement Award in AG Edwards New Venture Challenge

FAQ

Frequently asked questions about Matthew Lamb

Quick answers generated from the profile data available on this page.

What company does Matthew Lamb work for?

Matthew Lamb works for Charles Schwab.

What is Matthew Lamb's role at Charles Schwab?

Matthew Lamb is listed as VP - Financial Consultant CFP® at Charles Schwab.

Where is Matthew Lamb based?

Matthew Lamb is based in Albuquerque, New Mexico, United States while working with Charles Schwab.

What companies has Matthew Lamb worked for?

Matthew Lamb has worked for Charles Schwab and Td Ameritrade.

Who are Matthew Lamb's colleagues at Charles Schwab?

Matthew Lamb's colleagues at Charles Schwab include Tracy O'Brien, Erica Munguia, Stacey Worrell, Taylor Smith, and Ralph Mazzarella.

How can I contact Matthew Lamb?

You can use AeroLeads to view verified contact signals for Matthew Lamb at Charles Schwab, including work email, phone, and LinkedIn data when available.

What schools did Matthew Lamb attend?

Matthew Lamb holds Achieved Certified Financial Planning Designation from Certified Financial Planner.

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