Alexander Charles Lambert, CRPC™, APMA™, CRPS™, WMS™

Experience

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  Dermatology Center of Williamsburg

  Jun 2017 - Aug 2017

  Administrative Assistant

  -Effectively used data entry skills to process paper patient medical records and converted them into electronic medical records, contributing to enhanced data accessibility and operational efficiency.-Facilitated the training of fellow staff members in the adoption and utilization of electronic medical records, ensuring seamless integration and proficiency among the team.-Assisted with the management of social media profiles. Uploaded and edited content for the business’s social media profiles. Show less

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  Self-employed

  Jan 2020 - Mar 2023

  Private Stock Market Trader & Investor

  -Effectively advised & oversaw a substantial personal & family portfolio, employing strategic investment decisions & recommendations to achieve financial growth and stability.- Thoroughly analyzed financial data, utilizing fundamental & technical analysis techniques to extract valuable insights and support data-driven decision-making processes.- Engaged in an in-depth exploration of MacroEconomics, delving into key economic principles, theories, and trends to develop a comprehensive understanding of the global economic landscape. Extensive knowledge in Keynesian, Monetarist, & Austrian economic theories.- Proficiently utilized Trading Economics, EDGAR, TradingView, Fidelity’s Active Trader Pro, & Seeking Alpha to conduct comprehensive financial data analysis.- Strong proficiency & experience in Microsoft Office Suite, Excel, and Google Docs, leveraging these tools to enhance productivity and streamline data analysis. Show less

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  Cetera Investors

  Apr 2023 - Oct 2023

  Investment Advisor Representative - Associate Financial Professional

  - Functioned primarily as an investment analyst and assisted in portfolio management.- Reviewed client portfolios with the chief investment advisor and collaboratively contributed to strategic portfolio decisions.- Participated in weekly group client meetings & branch meetings. Shared general stock and bond market data, discussed macroeconomic trends & data, and provided valuable insights on commodities.- Conducted comprehensive fundamental & technical analysis of company data for the firm, employing analytical methods to extract key insights. Regularly presented these findings to the chief investment advisor, contributing valuable information to support strategic investment decisions and enhance client asset allocations.- Utilized a diverse range of financial tools and platforms, including Earnings Whispers, EDGAR, TradingView, Trading Economics, Trefis, TipRanks, TDAmeritrade's Thinkorswim platform, Seeking Alpha, and New Constructs research insights, to perform comprehensive financial analysis. Show less

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  Transamerica

  Nov 2023 - now

  Retirement Consolidation Specialist

  - Provide education and advisory services on asset consolidation planning to active retirement plan participants, business partners, and outside advisors.- Collaborate with channel partners and act on referrals from the Customer Care Center regarding participants with consolidation and planning needs.- Hold retirement planning phone consultations with clients.- Gather information through best interest interviews to understanding the participant’s situation and determine the best consolidation approach.- Proactively reach out to new participants to Transamerica’s Employer plans. Educate on consolidation options and provide specialized assistance with plan enrollment.- Partner with Regional Vice Presidents and Client Executives to facilitate the movement of terminated plan assets to Transamerica.- Work with relationship managers and fulfillment analysts to initiate product requests. Show less