Paul Lamb
Financial Advisor
- Role
- Financial Advisor at Merrill Lynch
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Paul Lamb
I am an experienced financial professional focused on helping with comprehensive wealth planning. Our team takes a modern approach to working with our clients, with a long-term outlook emphasizing tax efficiency and exposure to private markets (i.e, private equity/credit/infrastructure/real estate) when appropriate.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment\'s investment objectives will be achieved.
Experience
Financial Advisor
Apr 2023 — Present
Education
San Diego State University
Masters of Business Administration
2014 — 2016
University of Michigan
Bachelor's Degree
2002 — 2006
Skills
- Finance
- Marketing
- Team Building
- Business Analysis
- Project Management
- Data Analysis
- Analysis
- Software Documentation
- Process Improvement
- Consulting
- Microsoft Office
- Leadership
- Management Consulting
- Microsoft Excel
- Powerpoint
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.