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Brian Lamb

CEO of EquiLend

Brian Lamb is one of the co-founders of Trust & Will, a legal technology company that specializes in making estate planning more accessible and affordable.1 He served as the Head of Product at Trust & Will, where he played a crucial role in defining and building the product from the ground up, leading teams in Product, Design, and Engineering.5

Career at Trust & Will

Brian Lamb joined Trust & Will in its early stages, becoming part of the founding team alongside Cody Barbo (CEO) and Daniel Goldstein in 2017.12 His involvement in the company's inception was pivotal, as he contributed to the ideation process that led to Trust & Will's creation in October 2017.3

Roles and Responsibilities

Throughout his tenure at Trust & Will, Brian Lamb has held various positions:

  1. Co-Founder and Head of Product: In this role, he was responsible for product development and strategy.5
  2. Chief Strategy Officer (CSO): He served in this position from November 2017 to December 2021.6

Company Growth and Achievements

During Brian Lamb's time at Trust & Will, the company has experienced significant growth and success:

  • Raised over $50 million in funding1
  • Assisted hundreds of thousands of families in creating estate plans1
  • Formed partnerships with major financial institutions like Bank of America, USAA, and Navy Federal1
  • Revolutionized the estate planning industry by making it more accessible and affordable2

Professional Background

Brian Lamb's LinkedIn profile (username: brianlambco) provides insights into his professional background and involvement with Trust & Will.4 His expertise in product development and strategy has been instrumental in shaping Trust & Will's innovative approach to estate planning.

Brian Lamb's role as a co-founder and his contributions to Trust & Will's product development have been crucial in the company's mission to modernize and simplify the estate planning process for Americans.3

Highlights

May 14 · cnbc.com
Trust & Will: 2024 CNBC Disruptor 50
Dec 4 · trustandwill.com
Our Founders' Journey: How It Started, How It's Going | Trust & Will
Our Founders' Journey: How It Started, How It's Going | Trust & Will

Related Questions

What inspired Brian Lamb to join Trust & Will?
How did Brian Lamb contribute to the development of Trust & Will's products?
What is Brian Lamb's background before co-founding Trust & Will?
How has Brian Lamb's role evolved at Trust & Will over the years?
What are some key achievements Brian Lamb has been involved in at Trust & Will?
Brian Lamb
Brian Lamb, photo 1
Brian Lamb, photo 2
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Experience

CEO at EquiLend (August 2005 - Present)
Principal at Barclays Global Investors (June 1987 - December 2004), Vice President at Wells Fargo Advisors (1987 - 1993), Assistant Maitre D and Captain at Montauk Yacht Club (August 1980 - September 1985)

Education

Bachelor of Business Administration (B.B.A.) in Finance, General from University of Notre Dame (1982 - 1986)

Location

San Diego, California