Caleb Lamb is an Operations Manager at Corient, where they oversee a team dedicated to providing exceptional wealth management services. They previously held roles at Fidelity Investments, including Financial Representative and Pricing Analyst, where they developed valuable skills in customer service and operational efficiency. Prior to that, Caleb served as Operations Director and Senior Client Services Manager at Messick Peacock & Associates, enhancing their expertise in client relations. Caleb earned a BBA in Finance from Abilene Christian University.
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