Cat Lambertini CRPS CkP CPFA

Cat Lambertini CRPS CkP CPFA: Email & Phone Number

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Sr. Financial Advisor at Proxy Advisory Group|Beverly Hills, California, United States

Position:

Sr. Financial Advisor at Proxy Advisory Group

Location:

Beverly Hills, California, United States

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Last updated: 2026-03-30
Updated: 2026-03-30

Found email addresses for Cat Lambertini CRPS CkP CPFA:

Business emails:
Personal emails:
l***@ml.com,
c***@aol.com

Found phones for Cat Lambertini CRPS CkP CPFA:

+1-870-***-**04,
+1-205-***-**98
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Work Experience 24 years

Sr. Financial Advisor at Proxy Advisory Group

Nov 2025 - Current

Senior Financial Advisor | Director Small Business Solutions at Proxy Advisory Group

Nov 2025 - Current

Senior Financial Advisor at Proxy Advisory Group

Nov 2025 - Current

Sr. Financial Advisor at Proxy Advisory Group

Nov 2025 - Current

Founder at The Lair Ventures LLC

Mar 2020 - Current

First Vice President Wealth Management at Morgan Stanley

Nov 2020 - Nov 2025

First Vice President - Wealth Management at Merrill Lynch

Apr 2012 - Nov 2020

Financial Advisor at Morgan Stanley- Global Wealth Management Group

Jan 2002 - May 2012

Financial Advisor at Morgan Stanley

Feb 2002 - Apr 2012

Cat Lambertini CRPS CkP CPFA started working in 2002, then the employee has changed 4 companies and 6 jobs. On average, Cat Lambertini CRPS CkP CPFA works for one company for 4 years 8 months.

Their professional focus is 401k, Asset Management, and Business Analysis across 3 core areas.

Frequently Asked Questions

What is Cat Lambertini CRPS CkP CPFA's email address?

SignalHire found verified email addresses for Cat Lambertini CRPS CkP CPFA, both business and personal. Their business email is c***@hotmail.com, and personal emails include c***@hotmail.com, l***@ml.com, and c***@aol.com.

What is Cat Lambertini CRPS CkP CPFA's phone number?

SignalHire found multiple verified phone numbers for Cat Lambertini CRPS CkP CPFA: +1-520-***-**25, +1-870-***-**04, and +1-205-***-**98.

How do I contact Cat Lambertini CRPS CkP CPFA at Proxy Advisory Group?

You can reach Cat Lambertini CRPS CkP CPFA through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Cat Lambertini CRPS CkP CPFA's professional background?

Cat Lambertini CRPS CkP CPFA has 24 years of professional experience. They have held roles including Senior Financial Advisor | Director Small Business Solutions, Senior Financial Advisor, and Sr. Financial Advisor at companies such as Proxy Advisory Group, Proxy Advisory Group, and Proxy Advisory Group.

Is Cat Lambertini CRPS CkP CPFA's contact information up to date?

Yes. Cat Lambertini CRPS CkP CPFA's SignalHire profile was last updated on 30 March 2026, reflecting their current position as Sr. Financial Advisor at Proxy Advisory Group.

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