LAMCO Advisory Services, Inc.

Description

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

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LAMCO Advisory Services, Inc. Employees

Employee
Years
Job
Industry
Martin Hood Martin Hood Atlanta, Georgia Details
Martin Hood's LAMCO Advisory Services, Inc. Experience June 2012 - August 2012
Job Investment Banking Analyst at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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

Brittany De Maria Brittany De Maria Orange County, California Area Details
Brittany De Maria's LAMCO Advisory Services, Inc. Experience August 2012 - August 2013
Job HR Coordinator, The Home Depot Inc.
Industry Human Resources
Experience
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

Maritza Swabb Maritza Swabb Longwood, Florida Details
Maritza Swabb's LAMCO Advisory Services, Inc. Experience March 2008 - Present
Job Production Artist/Marketing Support
Industry Graphic Design
Experience
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

Alexander Källebo, CFA Alexander Källebo, CFA Minneapolis, Minnesota Details
Alexander Källebo, CFA's LAMCO Advisory Services, Inc. Experience 2006 - 2008
Job VP Head of Traditional Investments Group at U.S. Bank Wealth Management Private Client Reserve
Industry Investment Management
Experience
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

William Graddy William Graddy Gainesville, Florida Area Details
William Graddy's LAMCO Advisory Services, Inc. Experience May 2015 - Present
Job
Industry Financial Services
Experience
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

Sally Hanley-Whitworth, CFP® Sally Hanley-Whitworth, CFP® Orlando, Florida Area Details
Sally Hanley-Whitworth, CFP®'s LAMCO Advisory Services, Inc. Experience 2004 - Present
Job VP Client Services/Chief Compliance Officer at Lamco Advisory Services, Inc.
Industry Financial Services
Experience
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

Zach Adams, PMP Zach Adams, PMP Lake Mary, Florida Details
Zach Adams, PMP's LAMCO Advisory Services, Inc. Experience January 2011 - December 2013
Job Director, Business Development at NuView
Industry Investment Management
Experience
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

Ryan Edison Ryan Edison Orlando, Florida Details
Ryan Edison's LAMCO Advisory Services, Inc. Experience October 2007 - January 2009
Job
Industry Management Consulting
Experience
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

Rob Little, CFA, CPA Rob Little, CFA, CPA Orlando, Florida Area Details
Rob Little, CFA, CPA's LAMCO Advisory Services, Inc. Experience August 2013 - Present
Job Vice President, Investment Strategy & Research
Industry Capital Markets
Experience
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

Teresa Leonard, QPA, QKA, ERPA Teresa Leonard, QPA, QKA, ERPA Lake Mary, Florida Details
Teresa Leonard, QPA, QKA, ERPA's LAMCO Advisory Services, Inc. Experience September 2011 - Present
Job Vice President Retirement Plan Services
Industry Investment Management
Experience
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