Jack LaMay in

Jack LaMay

Energizer · DISC type I
Retired at Epiphany Advisors
📍 Sterling, Virginia, United States

Jack LaMay is a seasoned investment sales professional with over 27 years of experience and a BA from UCLA. He possesses a strong executive presence and is adept at communicating investment philosophy, with deep knowledge of equities, fixed income, and alternative investments. He has a proven track record of driving revenue growth.

He is an entrepreneurial spirit who takes pride in lateral thinking. Jack maintains a strong connection to his alma mater, UCLA, and has an interest in providing high-level guidance, as shown by his interest in advisory board roles.

Jack is particularly skilled at developing solutions-based initiatives that lead to accountable results.

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Experience
34 Years
Current Role
Retired
Location
Sterling, Virginia, United States
Personality Overview

How Jack shows up

Believer
Enthusiastic
Full Of Energy

They are friendly, approachable and love to make new connections. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Priorities

Topics Jack cares about

Investment Philosophy
A core career skill is his ability to adeptly communicate investment philosophy, process, and strategy to diverse audiences.
Business Development
Focuses on business development and client service as a primary strength to direct top and bottom-line revenue growth.
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Career

Work history

6-2014
Retired
Epiphany Advisors
1-2012 - 6-2014
Principal
Epiphany Advisors
6-2008 - 3-2012
Senior Partner
Alternative Wealth Group
2004 - 2007
Regional VP
Old Mutual
2001 - 2002
Consultant
Chase Investment Counsel Corporation
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
BA
UCLA
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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