Ben Lucas Email & Phone Number
Wealth Advisor @ Bernstein Private Wealth Management
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Ben Lucas Location
- San Diego, CA, US
Ben Lucas Work
- 2020 -now Wealth Advisor @
- 2019 -2020 Asset Management Group - Portfolio Specialist @
- 2018 -2019 Accelerated Development Program Associate @
- 2017 -2018 Analyst @
- 2016 -2017 Lead Equity Research Analyst @ Green's View Capital
- 2015 -2015 Logistics @
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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