Kelly Lambert
Compliance Specialist at Copper Financial | Odessa, Missouri, United States
Engage
candidates 10x faster
Enjoy unlimited access and discover candidates outside of LinkedIn
Trusted by 1.4M users from 76% of Fortune 500 companies
The most accurate data ever
CCPA Compliant
GDPR Compliant
150M
Personal Emails
200M
Work Emails
100M
Direct Dials
250M
Professional Profiles
40M
Company Profiles
Find anyone, anywhere
with ContactOut
today
Making remote or global hires?
Connecting
with key decision-makers? We can help.
- 40 emails / month
- 3 phone numbers / month
- Works on standard LinkedIn only
-
Work emails, personal emails,
mobile numbers
No credit card required
Compliance Specialist at Copper Financial in April 2025 to Present
Director, Compliance Risk Management at Venerable in December 2023 to February 2025
Associate Director of Network Office Supervision at RPS FINANCIAL GROUP INC. in July 2021 to December 2023
Operations Manager at Waddell & Reed in December 2019 to July 2021
Securities Supervision - Project Manager at Mutual of Omaha Investor Services in July 2016 to October 2019
MOIS Operations analyst at Mutual of Omaha Investor Services in September 2015 to July 2016
Senior Manager - Retail Brokerage Services at TD Ameritrade in October 2012 to July 2015
Senior Manager, Alternative Sourcing & Strategic Support at TD Ameritrade in May 2009 to October 2012
Team Manager at TD Ameritrade in January 2006 to January 2009
See more
See less
University of Nebraska at Omaha, BS, January 2004 to January 2007
Olympic College, Bachelor's degree, January 2003 to January 2005
See more
See less
Third Party Administration
Project Delivery
Third-Party Vendor Management
Regulatory Reporting
Team Leadership
Microsoft Office
Global relay
Annuities
Stressful Situations
Presentations
Coaching
Leadership
Communication
Problem Solving
Critical Thinking
Analytical Skills
Interpersonal Relationships
Teamwork
Customer Service
Team Management
Written Communication
Negotiation
Business Process Improvement
Process Improvement Tools
Operational Strategy
Organization Skills
FINRA
Series 7
Series 24
Series 65
U.S. Securities and Exchange Commission (SEC)
Regulatory Requirements
Regulatory Compliance
Brokerage
Broker-Dealer Operations
Broker-Dealer Compliance
Compliance Testing
Compliance Monitoring
Anti-Money Laundering
Internal Audits
Compliance Training
Due Diligence
Quality Control
Financial Analysis
Wealth Management Services
Securities
Mutual Funds
529 Plans
Variable Annuities
Variable Life
Life Insurance
Money Market Funds
ETFs
Conflict Management
See more
See less
Discover more about Copper FinancialWhat is Kelly Lambert email address?
Email Kelly Lambert at [email protected] and [email protected]. This email is the most updated Kelly Lambert's email found in 2026.
How to contact Kelly Lambert?
To contact Kelly Lambert send an email to [email protected] or [email protected].
What company does Kelly Lambert work for?
Kelly Lambert works for Copper Financial
What is Kelly Lambert's role at Copper Financial?
Kelly Lambert is Compliance Specialist
What is Kelly Lambert's Phone Number?
Kelly Lambert's phone (314) ***-*184
What industry does Kelly Lambert work in?
Kelly Lambert works in the Financial Services industry.
Kelly Lambert Email Addresses
Kelly Lambert Phone Numbers
looking for?
Find personal and work emails for over 250M professionals.
People like Kelly Lambert
AML Compliance Manager at TD Ameritrade at TD Ameritrade
Regional Sales Supervision Principal at Securities America Inc. at Securities America Inc.
Chief Operating Officer at Bridges Trust at Bridges Trust
General Merchandise Manager, UNO Bookstore at University of Nebraska at Omaha at TD Ameritrade
Senior Manager, Business Technology at TD Ameritrade at TD Ameritrade
Director, Brokerage Operations at Carson Group at Carson Group
Senior Operations Analyst at E*TRADE at E*TRADE
Manager Securities Supervision at Mutual of Omaha Investor Services at Mutual of Omaha
Senior Business Analyst at Automated Financial Systems, Inc. (AFS) at Automated Financial Systems, Inc. (AFS)
Sr. Support Account Manager at ServiceNow at ServiceNow
Senior Information Technology Manager at Bayview Asset Management, LLC at Bayview Asset Management, LLC
Executive Director at The Ganzhorn Suites at The Ganzhorn Suites Specialized Memory Care
Marketing Program Manager at TD Ameritrade at TD Ameritrade
Deliberately building a winning culture by inspiring and developing a team of financial sales professionals. at Scottrade
Production Engineering Regional Discipline Lead at Shell Exploration & Production Company at Shell
Show more
Show less