With work experience over six years, Patrick Lamey is currently working at Four Quadrants Advisory that is located in 9 as a Financial Analyst and Paraplanner. Patrick received his education from 2013 to 2016 at the Xavier University. Patrick speaks proficiently two languages: English and Spanish. This expert can be found in Newburgh, Indiana. To contact directly with Patrick, you can search for their phone number or email or find exhaustive information by requesting access to Patrick Lamey's further details on SoftwareOfficial.
Name variants:
Pat Lamey,
Paddy Lamey,
Patsy Lamey,
Rick Lamey
Last updated Jun 10, 2024
Contact Information
Workplace
Colleagues
Work History
Financial Analyst and Paraplanner
11939 north Meridian St #225, Carmel, IN 46032
Analysis and planning for dentists and orthodontists
Planner and advisor for personal financials of clients
Analyst and planner for dental and orthodontic practices
from Mar 2019
Finance Accounting Intern
Assisting with General Accounting
Account Data Entry
Cash Flow Analysis
Loan Review
Apr 2014 — Aug 2014
Financial Planning Intern
500 west Jefferson St, Louisville, KY 40202
Working under The Hollander Group
Generating client proposals
Teaching wealth management software
Editing Financial Client ranking system
2014 — Aug 2014
Bank Teller
803 Rte #68, Haubstadt, IN
Updating loan reports
Handled customers accounts
Learned software and machinery required for tellers
May 2013 — Aug 2013
Research and Development
Transferred paper files to computer files
Assisted in researching more convenient methods of file transfer
Controlled private medical information for transfer
Oct 2012 — Feb 2013
Turf Care Specialist
Hand-watered greens
Mowed greens
Hand-raked bunkers
Performed custodial work on grounds
Working hours: 6AM-2:30 six days a wee
May 2011 — Aug 2012
Hired Renovator
Cleaned and organized apartment areas
Renovated apartment complex
Moved abandoned building material from entire floor
Jul 2010 — Aug 2011
Education
2013 — 2016
2011 — 2013
Occupations
Accountant
Financial Analyst
Planner
Advisor
Analyst
Finance and Accounting Specialist
Financial Broker
Financial Consultant
Analysts
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Assisting Others
Listening To Ideas
Understanding Problems
Quick Decision Making
Leadership In Committees
Organization
Computer Proficiency
Ability To Obtain Information
Teamwork
Time Management
Microsoft Office
Microsoft Word
Public Speaking
Powerpoint
Customer Service
FAQs about Patrick Lamey
What is the main profession of Patrick Lamey?
The expert is a Financial Analyst and Paraplanner.
What are the profession of Patrick?
These person's professions are Accountant and Financial Analyst
Where does Patrick Lamey currently live?
The professional lives in Newburgh, Indiana.
How many companies did Patrick Lamey work at?
Patrick Lamey worked at eight jobs.
Where has Patrick Lamey studied?
Patrick studied at the Xavier University from 2013 to 2016.
What languages does Patrick Lamey speak?
Patrick Lamey speaks English and Spanish.
What is professional industry that Patrick Lamey is connected to?
This person works in Financial Services industry.
What are professional skills of Patrick Lamey?
This person has skills in the following areas: Assisting Others, Listening To Ideas, Understanding Problems, Quick Decision Making, Leadership In Committees, Organization, and Computer Proficiency.