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Ben Lucas Location
San Diego, CA, US
Ben Lucas Work
Wealth Advisor @ (November 2020 - Present)
Asset Management Group - Portfolio Specialist @ (June 2019 - November 2020)
Accelerated Development Program Associate @ (June 2018 - June 2019)
Analyst @ (June 2017 - June 2018)
Lead Equity Research Analyst @ Green's View Capital (January 2016 - June 2017)
Logistics @ (May 2015 - August 2015)
Ben Lucas Education
The University of Sydney Business School
Millbrook School
The University of the South
(Economics)
Ben Lucas Skills
Microsoft PowerPoint
Microsoft Word
Microsoft Excel
Customer Service
Interpersonal Skills
Ben Lucas Summary
Ben Lucas, based in San Diego, CA, US, is currently a Wealth Advisor at Bernstein Private Wealth Management. Ben Lucas brings experience from previous roles at Raymond James and Green's View Capital. Ben Lucas holds a The University of Sydney Business School. With a robust skill set that includes Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Interpersonal Skills and more. Ben Lucas has 1 emails and 1 mobile phone numbers on RocketReach.
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