Paul T. Lambert Email and Phone Number
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My role at Indivisible Partners is to source, develop, and advance an elite group of advisors.As a wealth management veteran and former advisor, my passion is working directly with clients leveraging industry-leading capabilities and coaching advisors on growing and developing their businesses.In my 32-year financial services career, I spent 30 years and Bank of America/Merrill Lynch where I was most recently President of Bank of America, Chicago Market and Merrill Lynch Division Executive spanning 14 midwestern states with 2,500 advisors across 100 offices. In these positions, I successfully shaped strategy, served clients across the entire company, improved financial performance, fostered a well-supervised business that prided itself on strong compliance, and drove record employee engagement. Previous roles at Merrill Lynch include Midwest Regional Managing Director leading the firm's ultra-high net worth business, Director of the New York Capital Complex, and Senior Financial Advisor. I am also Senior Managing Director and Head of Strategy at Bates Group, LLC, a financial services compliance, regulatory, and litigation consulting firm where I assist in shaping the firm's strategy toward growth and achieving record financial performance.Outside of work, I've served on the Board of Trustees for the Art Institute of Chicago, Chicago Community Trust, Civic Committee of the Commercial Club of Chicago, Chicago Run, and Albany Medical Center. I also helped develop and launch We Rise Together, an initiative to promote an equitable and just recovery post-pandemic.My wife Lisa and I are proud parents to 3 incredible children (Alex, Andrew and Paige), and we enjoy boating, golfing...everything outdoors...and watching our Buffalo Bills!!
Indivisible Partners
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Founder - Co-President, Advisor TeamsIndivisible Partners Jun 2024 - Present -
Senior Managing Director, Strategy And Business DevelopmentBates Group Aug 2022 - PresentPortland, Or, Us -
Chairman, Emeritus BoardChicago Run Jan 2023 - PresentChicago, Il, Us -
Private InvestorLegacy Of Swf, Llc Mar 2022 - PresentDevelop and manage Real Estate investment opportunities in Collier County, Florida
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Senior AdvisorCapital Preferences Feb 2024 - Sep 2024Christchurch, Nz -
President, Chicago MarketBank Of America Aug 2016 - Mar 2022Charlotte, Nc, UsHeld public-facing role to drive Bank of America’s engagement with clients, in the community, and across 6,000 employees in the Chicago area, reporting to CEO and CFO. Established cabinet of leaders from all lines of business, committees, and employee networks to develop and execute strategic initiatives. Hosted corporate events sponsored by BAC. Represented BAC on external boards/trustee positions and in the media. Served as Executive Sponsor of BAC’s National LGBTQ+ Employee Network. -
Division Executive, Merrill Lynch Mid West & President, Bank Of America ChicagolandMerrill Lynch Sep 2011 - Mar 2022New York, Ny, UsSteered business strategy and expansion initiatives for 14 Midwest states. Led 4,000 associates across 110 locations ($440B in A&L, $3B in revenues). Served as national liaison between divisions of BAC and Merrill Lynch during first 5 years post-merger to ensure a smooth integration, client satisfaction, and employee engagement. Integrated BAC banking and lending services into Merrill Lynch to provide regional clients with comprehensive portfolio of financial services; led initiative nationwide. Represented Merrill Lynch at national conferences. -
Mid America Regional Managing Director, Private Banking & Investment GroupMerrill Lynch Sep 2007 - Sep 2011New York, Ny, UsLed Midwest UHNW private client business serving clients with $10M+ in investable assets throughout financial crisis, doubling business in 4-years. Oversaw 45 teams managing $40B+ in A&L. -
Director, New York Capital ComplexMerrill Lynch 2004 - Sep 2007New York, Ny, UsOversaw 95 financial advisors and 45 service professionals for 6 locations in New York and Massachusetts. Steered business strategy for Merrill Lynch Global Private Client business with $6.5B in client assets and $60M in revenue. -
Associate Director, Paramus ComplexMerrill Lynch 2001 - 2004New York, Ny, UsHired, trained, and developed team of 130+ financial advisors in Bergen County, New Jersey. Led business development initiatives for 1,300+ financial advisors in tri-state area. Led Paramus Complex to achieve #1 rank for strategic growth of development in 2002 (out of 140 complexes). -
Resident DirectorMerrill Lynch 1999 - 2001New York, Ny, Us -
Assistant Vice President • Senior Financial Advisor • Sales ManagerMerrill Lynch 1995 - 2001New York, Ny, Us -
Financial AdvisorMerrill Lynch 1992 - 1995New York, Ny, Us -
Board Of TrusteesArt Institute Of Chicago Aug 2016 - Feb 2022Chicago, Il, Us -
Board Of TrusteesThe Chicago Community Trust Aug 2016 - Jan 2022Chicago, Illinois, Us -
Executive LeaderWe Rise Together: For An Equitable And Just Recovery Jan 2021 - Dec 2021
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Civic Committee LeaderCommercial Club Of Chicago Sep 2016 - Dec 2021
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Board MemberChicago Run Sep 2012 - Dec 2018Chicago, Il, Us -
Board MemberAlbany Medical Center Sep 2005 - Sep 2007Albany, Ny, Us
Paul T. Lambert Skills
Paul T. Lambert Education Details
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Suny GeneseoManagement Science • Finance -
London Metropolitan UniversityInternational Studies
Frequently Asked Questions about Paul T. Lambert
What company does Paul T. Lambert work for?
Paul T. Lambert works for Indivisible Partners
What is Paul T. Lambert's role at the current company?
Paul T. Lambert's current role is Strategic Advisor & Coach | Experienced Wealth Management Executive | Founder.
What is Paul T. Lambert's email address?
Paul T. Lambert's email address is paul_lambert@ml.com
What is Paul T. Lambert's direct phone number?
Paul T. Lambert's direct phone number is (518)-462*****
What schools did Paul T. Lambert attend?
Paul T. Lambert attended Suny Geneseo, London Metropolitan University.
What skills is Paul T. Lambert known for?
Paul T. Lambert has skills like Wealth Management, Investments, High Net Worth Individuals, Series 7, Financial Advisory, Securities, Mutual Funds, Portfolio Management, Alternative Investments, Finance, Asset Allocation, Wealth Management Services.
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