Since 2018, C Scott Lamb has been working in Hanson Mcclain Advisors situated 1103, 1103. This expert is an experienced Vp, Business Development with over 25 years of work experience. According to C's resume and work profile, C has worked at more than six places with numerous backgrounds and got various skills. C attended school at the San Diego State University from 1998 to 2001. C Scott Lamb can be found in San Jose, California – where this expert is currently located. You can search for the professional's email address and phone number. We can also provide you with detailed contact information upon request.
Name variants:
C Lamb
Last updated Jul 05, 2024
Contact Information
Workplace
Colleagues
Work History
Vp, Business Development
Sacramento, CA
Working with advisors to simplify their practices, accelerate their growth and monetize their hard work while being a part of a coast to coast expansion of one of America's top 100 RIAs and ...
from Dec 2018
Svp, Business Consulting Western Division
4707 Executive Dr, San Diego, CA 92121
2018 — 2018
Vice President, Strategic Relations
10 Almaden Blvd, San Jose, CA 95113
Loring Ward (LWI Financial Inc.) is committed to creating a better wealth experience for Financial Advisors and their clients across the U.S. Since 1990, we have strived to do this by empowe...
Jan 1, 2011 — 2018
Lieutenant, Naval Aviator
Tactical Commander and Co-Pilot in S3-B Viking carrier-based jet aircraft. Maintenance officer in charge of 65 men and maintenance of critical aviation systems for eight $35mm aircraft.
1990 — 1998
Education
1998 — 2001
1986 — 1990
Occupations
Executive
Vice President
Health Specialist
Certified Nurse Aide
Accountant
Finance and Accounting Specialist
Chief Executive
Nurse
Nurse Practitioner
Accounting Bookkeeper
Bookkeeper
Skills
Series 7
Wealth Management
Mutual Funds
Investment Advisory
Asset Allocation
Financial Advisory
Series 63
Etfs
Investment Strategies
Strategic Planning
Strategy
Investment Management
Retirement Planning
Investments
Asset Management
Financial Planning
Sales
Management
Practice Management
Process Development
Marketing Strategy
Sales Management
Portfolio Management
Recruiting
Business Development
Customer Relationship Management
Financial Services
Equities
Finance
Presentations
Leadership
Strategic Partnerships
Series 65
Client Experience
Wholesaling
Partner Relationship Management
Training
Oral and Written Communication Skills
Certified Financial Planner
Series 24
Securities
Life Insurance
Variable Annuities
Fixed Annuities
Indexed Annuities
Key Account Relationship Building
Trading
Public Speaking
Business
Business Strategy
Sales Process
Establishing Strategic Partnerships
Mergers and Acquisitions
Succession Planning