Team Leader | Client Services@ Fidelity Investments
Dallas, Texas, United States
Zach Lambert
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Trinity University
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Tell me more about Zach Lambert?
FlashIntel GPTZach Lambert is a highly skilled professional with 9.1 years of experience in finance, management, and sports management. He is proficient in Microsoft Office, including Excel, PowerPoint, and has strong public speaking and social media skills. Zach has a background in customer service, research, marketing, and financial analysis. He has worked at Fidelity Investments in various roles, including Team Leader, Client Services, Interim Team Leader, and Help Desk. Zach's expertise and experience make him a valuable asset in the financial services industry.
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Emails and Phone Numbers
Work Experience
Team Leader | Client Services
Interim Team Leader, Portfolio Advisory Services
Help Desk, Wpa
Team Support Specialist
Retirement Solutions Representative
Investment Solutions Representative
Financial Representative
Financial Services
Zach Lambert's Professional Milestones
- Financial Representative (2014-09-01~2015-10-01): Driving financial excellence and customer satisfaction through strategic communication and efficient financial reporting.
- Help Desk, Wpa (2018-07-01~2018-12-01): Providing exceptional technical support, enabling smooth operations and customer satisfaction.
Education
Management,
Finance,
Bachelors,
Bachelor Of Science
2010-2014Skill
Finance
Management
Sports Management
Microsoft Office
Microsoft Excel
Powerpoint
Public Speaking
Social Media
Customer Service
Research
Marketing
Financial Analysis
Event Planning
Certification
Colleagues
Other Named Zach Lambert
Frequently asked questions
We found 2 Zach Lambert's email addresses
We found 2 Zach Lambert's phone numbers
Zach Lambert's social media include: Linkedin,
Zach Lambert works for Fidelity Investments
Zach Lambert's role in Fidelity Investments is Team Leader | Client Services
Zach Lambert works in the industry of Financial Services
Zach Lambert's colleagues are John Grdina,Aravindan Rajagopalan,Steve Boyd
Zach Lambert's latest job experience is Team Leader | Client Services at Fidelity Investments
Zach Lambert's latest education in Trinity University
