Guy Lamb, CEPA

• Launched a new wealth management location serving UHNW and HNW families and closely held businesses, establishing market presence, client pipelines, and professional referral networks from the ground up. • Advised multi-generational families and business owners on complex wealth, estate, trust, and risk strategies, integrating investment management, specialty tax planning, and liquidity solutions aligned to long-term objectives. • Led fee-based consulting and M&A advisory engagements for privately held companies, including business transition and sale planning for enterprises valued at up to $250M, translating liquidity events into future-managed assets. • Built diversified revenue streams beyond traditional AUM by developing consulting, advisory, and strategic partnership pipelines with CPAs, attorneys, and family-owned enterprises across Central California.

• Recruited and assembled a high-performing advisory team representing $400M in client assets and launched new office locations in San Francisco and Fresno, establishing the operational infrastructure and regional presence for scalable growth across Northern and Central California. • Developed early-stage client pipelines with $40M in in-flight assets before the initiative was discontinued due to enterprise-level expense reductions and geographic footprint realignment.

• Led complex wealth, credit, and liquidity strategies for major law firms and senior partners across San Francisco and Seattle, serving as primary private banking advisor and providing customized solutions for high-income legal professionals within a highly regulated client segment.

• Scaled client segmentation pilot into a nationwide operating model across the Private Bank, reviewing and reclassifying 75K client relationships to improve alignment, service quality, and resource allocation. • Oversaw 350+ HNW client relationships while rebuilding underperforming portfolios through proactive outreach, relationship optimization, and disciplined client experience management. • Built and led a virtual, multi-market team of 16 private bankers across California and Nevada, leveraging digital and video-based client engagement to deliver consistent service at scale. • Partnered cross-functionally with product, risk, legal, and technology leaders to modernize client engagement models, enhance governance, and drive sustainable growth within a complex regulatory environment.

• Led and developed a team of private bankers in Central California overseeing all aspects of credit sales, client growth, and risk management within the Private Bank. • Delivered 54% sales growth and 39% credit production growth in the first year by rebuilding client portfolios through segmentation, proactive outreach, and disciplined relationship optimization. • Established strong cross-functional partnerships with Family Office, Foreign Exchange, Rate Risk Management, Commercial Banking, Private Mortgage, and Community Relations to expand client solutions and deepen wallet share.

• Unified Foreign Exchange and Trade Finance into a single International Services platform, transforming fragmented capabilities into a cohesive, scalable business. • Built the end-to-end operating model, business plan, and governance framework from the ground up, establishing clear ownership, accountability, and growth strategy. • Established firm-wide P&L reporting, performance metrics, and sales accountability, enabling disciplined execution and transparent financial management. • Recruited and deployed specialized FX sales teams across 7 markets, serving as executive liaison to risk and compliance leadership on FX exposure, mark-to-market processes, and international risk controls.

• Built and scaled a national, multi-channel foreign exchange sales organization, growing annual revenue from $20M to $270M through disciplined execution and talent development. • Led national recruiting and post-Wachovia integration while expanding FX adoption across corporate and wealth platforms amid global market volatility, including post-9/11 disruption and early Euro adoption.

• Established credit sales process within brokerage platform, enabling integrated delivery of lending and banking solutions to brokerage-only clients. • Built strategic alliances across foreign exchange, interest rate derivatives, and Private Bank partners, driving improved client acquisition, retention, and wallet share.

• Led credit sales across a 16-branch Salomon Smith Barney network, delivering top performance post-merger through structured financing solutions and advisor partnerships.

• Directed wholesale mortgage and HELOC distribution across Salomon Smith Barney offices west of St. Louis, driving strong regional credit growth.

• Advanced through progressive leadership roles to oversee CitiGold credit sales, operations, and risk management across California and Nevada while contributing to global business planning initiatives.

Bank Executive Leadership Program