LAMCO Advisory Services, Inc.
Address: 1525 International Pkwy #2071, Lake Mary, FL 32746 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–4:30PMTuesday8:30AM–4:30PMWednesday8:30AM–4:30PMThursday8:30AM–4:30PMFriday8:30AM–4:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (407) 585-1160: Category: Place name: : : : Website: : : Website: http://www.lamcoadvisory.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of LAMCO Advisory Services, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
LAMCO Advisory Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at LAMCO Advisory Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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LAMCO Advisory Services, Inc. Employees
SunTrust Robinson Humphrey July 2015 - Present
Phi Kappa Tau Fraternity Beta Iota Chapter November 2013 - November 2014
CANTOR FUND MANAGEMENT, LLC May 2014 - September 2014
Waddell & Reed August 2012 - November 2012
LAMCO Advisory Services, Inc. June 2012 - August 2012
Skills
Leadership, Financial Analysis, Management, Investments, Financial Modeling, Public Speaking, Marketing, Private Equity, Finance, Business Strategy, Real Estate, Valuation, Analysis, Microsoft Excel, Corporate Finance, Investment Banking
Education
Florida State University 2011 — 2015
Bachelor of Science (BS), Finance, General; Real Estate, General
Trinity Preparatory School
The Home Depot- Crown Bolt Division August 2015 - Present
WWFinancial December 2014 - April 2015
American Income Life Insurance Company August 2014 - November 2014
Lamco Advisory Services, Inc. August 2012 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research, Public Speaking, Customer Service, Morningstar Office, MPI, Teamwork, Leadership, Data Analysis, Budgets, Event Planning, Process Improvement, Management
Education
University of Central Florida - College of Business Administration 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
University of South Florida 2009 — 2010
Psychology
LAMCO Advisory Services, Inc. March 2008 - Present
The Newport Group August 2006 - March 2008
Lakeside Design Studios October 2005 - August 2006
Valent USA September 2003 - December 2004
Recoton, Inc. February 2000 - March 2003
Siemens January 1998 - March 2000
GES Exposition Svces July 1996 - June 1997
CMP Media September 1994 - June 1996
Citibank (Banamex USA) 1990 - 1991
Skills
Adobe Creative Suite, Office Administration, Bilingual, Newsletters, InDesign, Marketing, Illustrator, QuarkXPress, Brochures, Microsoft Office, Customer Service, Administrative..., Photoshop, Management, Direct Mail, Packaging, Image Manipulation, Illustration, Social Media Marketing, Email Marketing Software, Pardot, PowerPoint, Articulate Suite
Education
Valencia Community College 1997 — 2000
AS, Graphic Arts
Universidad de Puerto Rico 1979 — 1980
Undergraduate, Business Administration
U.S. Bank - Wealth Management - Private Client Reserve August 2011 - Present
The Bogdahn Group May 2008 - July 2011
CFA Society of Orlando June 2009 - June 2011
LAMCO Advisory Services, Inc. 2006 - 2008
Hughes Supply, Inc. – Fortune 500 Company April 2005 - April 2006
CFA Society of Sweden June 2002 - June 2004
CFSE Wealth Management, Inc. October 1998 - November 2001
Harris Corporation – Fortune 500 Company January 1997 - September 1998
Skills
Alternative Investments, Relationship Management, Investments, Asset Allocation, Portfolio Management, Asset Managment, Financial Analysis, Financial Modeling, Valuation, Mutual Funds, Hedge Funds, Investment Management, Fixed Income, Investment Management..., Institutional..., Organizational..., Strategic Leadership, Due Diligence, Management, Qualitative Research, Wealth Management, Separately Managed..., Manager Selection, Institutional Consulting, Broker-Dealer, MLP, Asset Management, Private Equity, Investment Banking, Retirement Planning, Bloomberg, Equities, Model Portfolios, Research, Investment Strategies, Options, Finance, Capital Markets, Securities, Financial Services, Investment Advisory, Risk Management
Education
CAIA Association (Chartered Alternative Investment Analyst) 2010 — 2011
CAIA-Level II Candidate, Alternative Investments
CFA Institute 1998 — 2001
CFA Charterholder
University of Central Florida 1992 — 1996
Bachelor of Science (B.S.), Finance, Suma Cum Laude
LAMCO Advisory Services, Inc. May 2015 - Present
Education
University of Florida - Warrington College of Business Administration 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Fort Myers High School 2009 — 2013
LAMCO Advisory Services, Inc. 2004 - Present
Lamco Advisory Services, Inc. 1992 - 2004
Education
Providence College 1991 — 1993
Master of Business Administration (M.B.A.)
University of Rhode Island 1985 — 1989
Bachelor of Science (B.S.), Finance
NuView IRA July 2014 - Present
LAMCO Advisory Services, Inc. January 2011 - December 2013
Connextions November 2009 - December 2010
Education
Barry University 2004 — 2008
B.S., Professional Administration
McGladrey October 2012 - Present
Borzal Consulting March 2010 - October 2012
Houghton Mifflin Harcourt July 2009 - March 2010
LAMCO Advisory Services, Inc. October 2007 - January 2009
Ameriprise Financial April 2007 - October 2007
Skills
Business Process..., Vendor Management, Project Management, ERP, Financial Reporting, Financial Analysis, Microsoft SQL Server, NetSuite, Salesforce.com..., SharePoint, Visual Basic, Database Administration, Forecasting, Investment Management, Retirement Plan..., Finance, Contact Center Strategy, Management
Education
University of Florida - Warrington College Of Business 2004 — 2006
BS, Finance
LAMCO Advisory Services, Inc. August 2013 - Present
Education
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics
University of Florida 1995 — 1997
Masters, Accounting
LAMCO Advisory Services, Inc. September 2011 - Present
Southeastern Pension Services, In.c November 1988 - September 2011
Skills
401k, Retirement Planning, Pensions, Defined Benefit, Investments, ERISA, Retirement
Education
Northeastern University