Brian Lamb

Chief Strategy Officer (CSO) at Trust & Will
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Location
San Diego, California, United States, US

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Experience

    • United States
    • Technology, Information and Internet
    • 1 - 100 Employee
    • Chief Strategy Officer (CSO)
      • Dec 2021 - Present

      San Diego, California, United States

    • Co-Founder, Head of Product
      • Nov 2017 - Dec 2021

      Greater San Diego Area Trust & Will makes estate planning and settlement accessible and affordable with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we have helped hundreds of thousands of people take care of tomorrow by creating a customized estate plan or settling the estate of a loved one. Our service uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust &… Show more Trust & Will makes estate planning and settlement accessible and affordable with attorney-approved, legally valid documents and processes designed to adhere to individual state guidelines. Since 2017, we have helped hundreds of thousands of people take care of tomorrow by creating a customized estate plan or settling the estate of a loved one. Our service uses bank-level encryption that protects customer data and complies with the highest security standards, including SOC 2 and HIPAA. Trust & Will is the official estate planning benefit provider for AARP members, along with several leading financial institutions. To learn more, visit trustandwill.com.

    • United States
    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Member
      • Jan 2018 - Apr 2018

      Anywhere

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Vice President, User Experience
      • Aug 2014 - Nov 2017

      San Diego, CA Leading a talented team of multi-disciplined user experience designers, working closely with our in house development team to build user centered digital experiences across web & mobile platforms. Clients included: Kia, Microsoft, BlueShield of California, Lytx, Viasat, SeaWorld Parks, and dozens of funded startups. As part of the senior management team I was jointly responsible for pitching and winning new business, estimating new projects, account management and client… Show more Leading a talented team of multi-disciplined user experience designers, working closely with our in house development team to build user centered digital experiences across web & mobile platforms. Clients included: Kia, Microsoft, BlueShield of California, Lytx, Viasat, SeaWorld Parks, and dozens of funded startups. As part of the senior management team I was jointly responsible for pitching and winning new business, estimating new projects, account management and client presentations. Directly responsible for everything from digital strategy, wireframes, prototypes, user testing, visual design and execution in development and throughout our client's brand assets.

    • User Experience Lead
      • Jul 2013 - Aug 2014

      San Diego, CA Responsible for leading and managing user experience design for multiple accounts. Worked closely with our in-house development team to create and refine experiences for cross platform mobile applications, web applications and CRM systems. Involved in all aspects of project estimation and management, working alongside the Director of User Experience to develop digital product strategies.

    • United States
    • Advertising Services
    • 1 - 100 Employee
    • Senior Interactive Designer
      • Feb 2012 - Jul 2013

      San Diego, CA Responsible for creating numerous digital campaigns for web, mobile and custom POS systems. Working closely with the CEO and Creative Director, I was primarily responsible for creative management of the Qualcomm account, working across multiple divisions of their brand, including B2B and B2C marketing as well as their multiple engineering teams. Other clients and services included numerous startups and integrated brand campaigns, branding and brand guidelines, motion graphics and art… Show more Responsible for creating numerous digital campaigns for web, mobile and custom POS systems. Working closely with the CEO and Creative Director, I was primarily responsible for creative management of the Qualcomm account, working across multiple divisions of their brand, including B2B and B2C marketing as well as their multiple engineering teams. Other clients and services included numerous startups and integrated brand campaigns, branding and brand guidelines, motion graphics and art direction for animated videos, UX design for mobile apps and websites. Show less

    • Mexico
    • Advertising Services
    • 1 - 100 Employee
    • Senior Designer
      • Sep 2011 - Feb 2012
    • United States
    • Business Consulting and Services
    • Senior Designer
      • Oct 2005 - Sep 2011

      San Diego, CA

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