Mike Lambrecht Location
- California, United States
Mike Lambrecht Work
- 2017 - now Principal @ IWC Asset Management, LLC
- 2016 - 2017 Vice President of Portfolio Management @ Integrated Wealth Counsel, LLC
- 2002 - 2016 Vice President and Financial Consultant @
- 1999 - 2002 Branch Manager Institutional Sales @ Speer, Leads & Kellogg
- 1998 - 1999 Regional Bond Sales Manager @
- 1993 - 1997 VP Institutional Sales @ Shearson Lehman American Express
- 1988 - 1992 VP US Treasury Bond Broker @
- 1982 - 1986 Institutional Bond Salesman @ Briggs Schaedle & Co.
Mike Lambrecht Education
- Hofstra University
BS (Business Marketing)
1978 - 1982 - Farmingdale State University of New York
Associate of Science (A.S.) (Business Administration and Management, General)
1975 - 1977
Mike Lambrecht Skills
- Alternative Investments
- Series 63
- Electronic Trading
- Bonds
- Fixed Income
- Insurance
- Retirement Planning
- Portfolio Management
- Capital Markets
- Derivatives
- Investments
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Sales Management
- Equity Research
- FINRA
- High Net Worth Individuals
- Investment Strategies
- Real Estate
- Risk Management
- Asset Management
- Customer Service
- Financial Analysis
- Strategic Financial
- ETFs
- Trading
- Retirement
- Options
- Series 7
- Securities
- Hedge Funds
- Financial Markets
Mike Lambrecht Summary
- Mike Lambrecht, based in California, United States, is currently a Principal at IWC Asset Management, LLC. Mike Lambrecht brings experience from previous roles at Integrated Wealth Counsel, LLC, Charles Schwab and Speer, Leads & Kellogg. Mike Lambrecht holds a 1978 - 1982 BS in Business Marketing @ Hofstra University. With a robust skill set that includes Alternative Investments, Series 63, Electronic Trading, Bonds, Fixed Income and more. Mike Lambrecht has 2 emails and 1 mobile phone numbers on RocketReach.
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