Cary Lamb
About Cary Lamb
Cary Lamb serves as the National Accounts Transition Manager at Transamerica, a position he has held since 2021. With a background in finance and accounting, he has over a decade of experience in various roles within the financial services sector.
Work at Transamerica
Cary Lamb has been serving as the National Accounts Transition Manager at Transamerica since 2021. In this role, he is responsible for managing the transition process for national accounts, ensuring a smooth integration of services and support for clients. Prior to this position, he worked as an Intermediate Transition Manager at Transamerica from 2017 to 2021. His experience at Transamerica spans a total of six years, contributing to various aspects of account management and transition processes.
Professional Background
Cary Lamb has a diverse professional background in the financial services sector. He began his career at COPIC Financial Services, where he held multiple roles including Customer Service Representative from 2004 to 2008, Account Executive from 2013 to 2016, and Account Representative from 2008 to 2013. This experience provided him with a solid foundation in client relations and account management before transitioning to Transamerica.
Education and Expertise
Cary Lamb holds a Bachelor of Science degree in Finance from the University of Wisconsin-Parkside. He also completed an Accounting Certificate at Metropolitan State University of Denver. His educational background equips him with a strong understanding of financial principles and accounting practices, which he applies in his current role at Transamerica.
Career Progression
Cary Lamb's career progression reflects a steady advancement in the financial services industry. Starting as a Customer Service Representative at COPIC Financial Services, he developed his skills and moved up to roles with increasing responsibility, including Account Executive and Account Representative. His transition to Transamerica as an Intermediate Transition Manager and later as National Accounts Transition Manager showcases his expertise in managing complex account transitions.