Paul T. Lambert, CIMA®
Managing Director, Head of Strategy, Marketing & Business Development at Bates Group- Claim this Profile
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Bio
Mark Thorndyke, CFP®, CEPA®, CIMA®
I have had to honor of working with Paul for the past 15 years plus. He is a true leader that leads by example and with integrity in every decision he makes. His passion to help clients and those that he leads is contagious and something that separates Paul from many leaders. #LEGACY…
Ashley Graham
What a privilege it was to work with Paul Lambert. Paul is dedicated to the people around him and views himself as a servant leader. Paul is goal and action oriented. He pushes others to deliver their best. My favorite memories of working with Paul are when I had the opportunity coach alongside him. He is a masterful coach and has an incredible talent of finding the core of a challenge and leading another to uncovering a resolution. Paul is forward thinking and has a strategic view on the direction a business or situation is going to take. This positions him well to lead in the moment guiding others toward the future end state. Working with Paul was a pleasure and anyone who has the opportunity to work with him going forward will understand why.
Bill Lorenz
Trusted Colleague and friend. I had the pleasure working along side Paul for over 30 years and in a senior leadership role for over 20 years. Paul’s leadership over the Merrill Lynch business in Chicago and the Midwest made an impact on people, communities and business results. World class leadership.
Mark Thorndyke, CFP®, CEPA®, CIMA®
I have had to honor of working with Paul for the past 15 years plus. He is a true leader that leads by example and with integrity in every decision he makes. His passion to help clients and those that he leads is contagious and something that separates Paul from many leaders. #LEGACY…
Ashley Graham
What a privilege it was to work with Paul Lambert. Paul is dedicated to the people around him and views himself as a servant leader. Paul is goal and action oriented. He pushes others to deliver their best. My favorite memories of working with Paul are when I had the opportunity coach alongside him. He is a masterful coach and has an incredible talent of finding the core of a challenge and leading another to uncovering a resolution. Paul is forward thinking and has a strategic view on the direction a business or situation is going to take. This positions him well to lead in the moment guiding others toward the future end state. Working with Paul was a pleasure and anyone who has the opportunity to work with him going forward will understand why.
Bill Lorenz
Trusted Colleague and friend. I had the pleasure working along side Paul for over 30 years and in a senior leadership role for over 20 years. Paul’s leadership over the Merrill Lynch business in Chicago and the Midwest made an impact on people, communities and business results. World class leadership.
Mark Thorndyke, CFP®, CEPA®, CIMA®
I have had to honor of working with Paul for the past 15 years plus. He is a true leader that leads by example and with integrity in every decision he makes. His passion to help clients and those that he leads is contagious and something that separates Paul from many leaders. #LEGACY…
Ashley Graham
What a privilege it was to work with Paul Lambert. Paul is dedicated to the people around him and views himself as a servant leader. Paul is goal and action oriented. He pushes others to deliver their best. My favorite memories of working with Paul are when I had the opportunity coach alongside him. He is a masterful coach and has an incredible talent of finding the core of a challenge and leading another to uncovering a resolution. Paul is forward thinking and has a strategic view on the direction a business or situation is going to take. This positions him well to lead in the moment guiding others toward the future end state. Working with Paul was a pleasure and anyone who has the opportunity to work with him going forward will understand why.
Bill Lorenz
Trusted Colleague and friend. I had the pleasure working along side Paul for over 30 years and in a senior leadership role for over 20 years. Paul’s leadership over the Merrill Lynch business in Chicago and the Midwest made an impact on people, communities and business results. World class leadership.
Mark Thorndyke, CFP®, CEPA®, CIMA®
I have had to honor of working with Paul for the past 15 years plus. He is a true leader that leads by example and with integrity in every decision he makes. His passion to help clients and those that he leads is contagious and something that separates Paul from many leaders. #LEGACY…
Ashley Graham
What a privilege it was to work with Paul Lambert. Paul is dedicated to the people around him and views himself as a servant leader. Paul is goal and action oriented. He pushes others to deliver their best. My favorite memories of working with Paul are when I had the opportunity coach alongside him. He is a masterful coach and has an incredible talent of finding the core of a challenge and leading another to uncovering a resolution. Paul is forward thinking and has a strategic view on the direction a business or situation is going to take. This positions him well to lead in the moment guiding others toward the future end state. Working with Paul was a pleasure and anyone who has the opportunity to work with him going forward will understand why.
Bill Lorenz
Trusted Colleague and friend. I had the pleasure working along side Paul for over 30 years and in a senior leadership role for over 20 years. Paul’s leadership over the Merrill Lynch business in Chicago and the Midwest made an impact on people, communities and business results. World class leadership.
Credentials
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Licensed FL Real Estate Associate
Florida Department of Business and Professional RegulationJun, 2022- Nov, 2024 -
Certified Investment Management Analyst (CIMA)
Investments & Wealth InstituteJan, 2005- Nov, 2024 -
Chartered Retirement Planning Consultant (CRPC)
College for Financial PlanningJan, 2003- Nov, 2024 -
Series 3, 7, 8, 31, 63, 65, Life & Health
FINRA
Experience
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Bates Group
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United States
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Business Consulting and Services
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1 - 100 Employee
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Managing Director, Head of Strategy, Marketing & Business Development
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Aug 2022 - Present
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Chicago Run
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United States
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Non-profit Organizations
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1 - 100 Employee
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Chairman, Emeritus Board
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Jan 2023 - Present
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Executive Coach & Consultant
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Nov 2022 - Present
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Private Investor
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Mar 2022 - Present
Develop and manage Real Estate investment opportunities in Collier County, Florida Develop and manage Real Estate investment opportunities in Collier County, Florida
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Bank of America
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United States
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Banking
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700 & Above Employee
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President, Chicago Market
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Aug 2016 - Mar 2022
Held public-facing role to drive Bank of America’s engagement with clients, in the community, and across 6,000 employees in the Chicago area, reporting to CEO and CFO. Established cabinet of leaders from all lines of business, committees, and employee networks to develop and execute strategic initiatives. Hosted corporate events sponsored by BAC. Represented BAC on external boards/trustee positions and in the media. Served as Executive Sponsor of BAC’s National LGBTQ+ Employee Network. Held public-facing role to drive Bank of America’s engagement with clients, in the community, and across 6,000 employees in the Chicago area, reporting to CEO and CFO. Established cabinet of leaders from all lines of business, committees, and employee networks to develop and execute strategic initiatives. Hosted corporate events sponsored by BAC. Represented BAC on external boards/trustee positions and in the media. Served as Executive Sponsor of BAC’s National LGBTQ+ Employee Network.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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Division Executive, Merrill Lynch Mid West & President, Bank of America Chicagoland
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Sep 2011 - Mar 2022
Steered business strategy and expansion initiatives for 14 Midwest states. Led 4,000 associates across 110 locations ($440B in A&L, $3B in revenues). Served as national liaison between divisions of BAC and Merrill Lynch during first 5 years post-merger to ensure a smooth integration, client satisfaction, and employee engagement. Integrated BAC banking and lending services into Merrill Lynch to provide regional clients with comprehensive portfolio of financial services; led initiative nationwide. Represented Merrill Lynch at national conferences. Show less
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Mid America Regional Managing Director, Private Banking & Investment Group
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Sep 2007 - Sep 2011
Led Midwest UHNW private client business serving clients with $10M+ in investable assets throughout financial crisis, doubling business in 4-years. Oversaw 45 teams managing $40B+ in A&L.
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Director, New York Capital Complex
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2004 - Sep 2007
Oversaw 95 financial advisors and 45 service professionals for 6 locations in New York and Massachusetts. Steered business strategy for Merrill Lynch Global Private Client business with $6.5B in client assets and $60M in revenue.
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Associate Director, Paramus Complex
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2001 - 2004
Hired, trained, and developed team of 130+ financial advisors in Bergen County, New Jersey. Led business development initiatives for 1,300+ financial advisors in tri-state area. Led Paramus Complex to achieve #1 rank for strategic growth of development in 2002 (out of 140 complexes).
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Resident Director
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1999 - 2001
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Assistant Vice President • Senior Financial Advisor • Sales Manager
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1995 - 2001
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Financial Advisor
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1992 - 1995
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Art Institute of Chicago
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United States
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Museums, Historical Sites, and Zoos
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700 & Above Employee
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Board of Trustees
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Aug 2016 - Feb 2022
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The Chicago Community Trust
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United States
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Philanthropic Fundraising Services
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1 - 100 Employee
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Board of Trustees
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Aug 2016 - Jan 2022
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We Rise Together: For an Equitable and Just Recovery
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Chicago, Illinois, United States
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Executive Leader
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Jan 2021 - Dec 2021
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Civic Committee Leader
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Sep 2016 - Dec 2021
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Chicago Run
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United States
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Non-profit Organizations
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1 - 100 Employee
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Board Member
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Sep 2012 - Dec 2018
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Albany Medical Center
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United States
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Hospitals and Health Care
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700 & Above Employee
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Board Member
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Sep 2005 - Sep 2007
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Education
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1987 - 1991
SUNY Geneseo
Bachelor of Science (BS), Management Science • Finance -
1990 -
London Metropolitan University
International Studies
Community
