Randy Lambert Email and Phone Number
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Randy Lambert personal email
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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
Intention.Ly
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Evp, Head Of Ria SolutionsIntention.Ly Aug 2024 - PresentOmaha, Nebraska, United StatesFractional 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!
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Evp, Tech OperationsOrion Advisor Solutions Dec 2021 - Jul 2024Omaha, Nebraska, United StatesProvide 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.
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Chief Operations OfficerOrion Advisor Solutions Sep 2019 - Dec 2021Greater Omaha AreaProvide 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.
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PresidentOrion Advisor Tech Oct 2015 - Sep 2019Greater Omaha AreaAdvisor 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 -
CooOrion Advisor Services, Llc 2001 - Oct 2015Oversee day to day operations of Orion Advisor Services, LLC. Direct reports include Directors of Service, Subject Matter Experts, Project Management, & Implementations.
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OperationsOrion Advisor Services Aug 1993 - Jan 2001Omaha, NebraskaVarious operational functions: Data reconciliation, trade execution, performance reporting, account maintenance, and management roles.
Randy Lambert Skills
Randy Lambert Education Details
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Strategic Management -
Finance, General
Frequently Asked Questions about Randy Lambert
What company does Randy Lambert work for?
Randy Lambert works for Intention.ly
What is Randy Lambert's role at the current company?
Randy Lambert's current role is WealthTech Builder | People Leader | Strategy Execution | husband-father-grandfather.
What is Randy Lambert's email address?
Randy Lambert's email address is ra****@****sor.com
What is Randy Lambert's direct phone number?
Randy Lambert's direct phone number is +140242*****
What schools did Randy Lambert attend?
Randy Lambert attended Anderson College Of Business – Regis University, Creighton University.
What are some of Randy Lambert's interests?
Randy Lambert has interest in Ministry Coaching Basketball And Baseball, Ministrycoaching Basketball And Baseball.
What skills is Randy Lambert known for?
Randy Lambert has skills like Portfolio Management, Investment Advisory, Investments, Mutual Funds, Asset Management, Wealth Management, Securities, Strategic Planning, Alternative Investments, Series 63, Financial Services, Asset Managment.
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