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@orion.com
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3 phones found area 402
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LinkedIn matched
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Randy Lambert is listed as WealthTech Builder | People Leader | Strategy Execution | husband-father-grandfather at Intention.ly, based in Blair, Nebraska, United States. AeroLeads shows a work email signal at orion.com, phone signal with area code 402, and a matched LinkedIn profile for Randy Lambert.
Randy Lambert previously worked as EVP, Head of RIA Solutions at Intention.Ly and EVP, Tech Operations at Orion Advisor Solutions. Randy Lambert holds Master Of Business Administration - Mba, Strategic Management from Anderson College Of Business – Regis University.
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AeroLeads found 1 current-domain work email signal for Randy Lambert. Compare company email patterns before reaching out.
With three decades in the Registered Investment Advisor (RIA) and FinTech space, I have a proven track record of scaling operational processes to manage elite level growth. By comprehensively understanding RIA operational process, I can enhance processes and provide value that creates a great client and employee experience. My passion is leading a talented team that supports our mission to help every client maximize their Orion experience. Our team does this by championing a proven process that empowers advisors to focus on their top priorities with the highest impact for the advisory firm. Specialties: Understand Portfolio Accounting System reconciliation Process. Understand Cost Basis, Composite Reporting and Performance Reporting
Listed skills include Portfolio Management, Investment Advisory, Investments, Mutual Funds, and 14 others.
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Omaha, Nebraska, United States
Fractional COO. 30 years experience of building and growing an RIA & WealthTech platform from startup to maturity. How many COOs do you know who have built an RIAs AUM from 85m to 70B and built a WealthTech platform from 0 AUA to 4T AUA? I understand scaling support models, reducing operational friction, developing strategic relationships, and building high performing teams. I’d love to help you grow your business!
Omaha, Nebraska, United States
Provide leadership for Orion Advisor Tech business operational teams. By combining our separate offerings, we are able to deliver a more robust and connected platform featuring best-in-class technology, innovative investment solutions, and a service model that delivers a responsive and consultative experience.
Greater Omaha Area
Provide leadership for Orion Portfolio Solutions and Orion Advisor Tech business operational teams. By combining our separate offerings, we are able to deliver a more robust and connected platform featuring best-in-class technology, innovative investment solutions, and a service model that delivers a responsive and consultative experience.
Greater Omaha Area
Advisor and Employee Engagement. Work with the Director of Employee Engagement to create a culture for employees to develop and grow with Orion. Work with the Chief Strategy Officer and the Chief Operations Officer to Engage our advisors to support their business strategically and tactically. Work with the Project Management teams to support advisor on-boarding and advisor strategic initiatives. Report to our Founder and CEO, Eric Clarke
Oversee day to day operations of Orion Advisor Services, LLC. Direct reports include Directors of Service, Subject Matter Experts, Project Management, & Implementations.
Omaha, Nebraska
Various operational functions: Data reconciliation, trade execution, performance reporting, account maintenance, and management roles.
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Randy Lambert works for Intention.ly.
Randy Lambert is listed as WealthTech Builder | People Leader | Strategy Execution | husband-father-grandfather at Intention.ly.
AeroLeads has found 1 work email signal at @orion.com for Randy Lambert at Intention.ly.
AeroLeads has found 3 phone signal(s) with area code 402 for Randy Lambert at Intention.ly.
Randy Lambert is based in Blair, Nebraska, United States while working with Intention.ly.
Randy Lambert has worked for Intention.Ly, Orion Advisor Solutions, Orion Advisor Tech, Orion Advisor Services, Llc, and Orion Advisor Services.
You can use AeroLeads to view verified contact signals for Randy Lambert at Intention.ly, including work email, phone, and LinkedIn data when available.
Randy Lambert holds Master Of Business Administration - Mba, Strategic Management from Anderson College Of Business – Regis University.
Randy Lambert is listed with skills including Portfolio Management, Investment Advisory, Investments, Mutual Funds, Asset Management, Wealth Management, Securities, and Strategic Planning.
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