Vp - Financial Consultant Cfp®
Current
Jan 2013 - Present
AeroLeads people directory · profile
Matthew Lamb Email & Phone Number
VP - Financial Consultant CFP®
at
Charles Schwab
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
VP - Financial Consultant CFP®
Location
Albuquerque, New Mexico, United States
Company size
Who is Matthew Lamb? Overview
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Quick answer
Matthew Lamb is listed as VP - Financial Consultant CFP® at Charles Schwab, a 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.
Company email context
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
3 roles
Matthew Lamb work experience
A career timeline built from the work history available for this profile.
Advisor Services
Apr 2011 - Dec 2012
Relationship Manager
Jun 2008 - Apr 2011
Team & coworkers
Colleagues at Charles Schwab
Other employees you can reach at schwab.com. View company contacts for 20505 employees →
ME
Mark Engberg
Colleague at Charles SchwabRehoboth Beach, Delaware, United States
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MP
Mark Perkins
Colleague at Charles SchwabAustin, Texas, United States
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RG
Richard Gunter
Colleague at Charles SchwabHaltom City, Texas, United States
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DH
Dairon Hernandez
Colleague at Charles SchwabOrlando, Florida, United States
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AC
Antonio Colon
Colleague at Charles SchwabNew York City Metropolitan Area, United States
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JM
Jesse Mobley
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
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SR
Shrikkanth Raghunathan
Colleague at Charles SchwabDenver, Colorado, United States
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KS
Kalpana Siddhantham
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States
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CS
Chase Stevens
Colleague at Charles SchwabDenver Metropolitan Area, United States
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IO
Ismael Ordaz
Colleague at Charles SchwabPhoenix, Arizona, United States
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Mark Engberg
Colleague at Charles SchwabRehoboth Beach, Delaware, United States
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MP
Mark Perkins
Colleague at Charles SchwabAustin, Texas, United States
View →
RG
Richard Gunter
Colleague at Charles SchwabHaltom City, Texas, United States
View →
DH
Dairon Hernandez
Colleague at Charles SchwabOrlando, Florida, United States
View →
AC
Antonio Colon
Colleague at Charles SchwabNew York City Metropolitan Area, United States
View →
JM
Jesse Mobley
Colleague at Charles SchwabDallas-Fort Worth Metroplex, United States
View →
SR
Shrikkanth Raghunathan
Colleague at Charles SchwabDenver, Colorado, United States
View →
KS
Kalpana Siddhantham
Colleague at Charles SchwabAustin, Texas Metropolitan Area, United States
View →
CS
Chase Stevens
Colleague at Charles SchwabDenver Metropolitan Area, United States
View →
IO
Ismael Ordaz
Colleague at Charles SchwabPhoenix, Arizona, United States
View →
3 education records
Matthew Lamb education
Achieved Certified Financial Planning Designation
Certified Financial Planner
Bs, Finance
Finance
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 Mark Engberg, Mark Perkins, Richard Gunter, Dairon Hernandez, and Antonio Colon.
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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