2017 -now Regional Vice President - Central Region Sales @
2013 -2016 Vice President, Senior Sales @
1998 -2013 Business Development Officer @
1997 -1998 Financial Advisor @
Brad Lucas Education
Texas Christian University
Bachelor of Science (Political Science)
1988-1992
Brad Lucas Skills
Series 7
Wealth Management
Mutual Funds
Asset Allocation
Investments
Investment Advisory
Series 63
Portfolio Management
ETFs
Microsoft Office
Project Management
Team Building
Business Development
New Business Development
Strategic Planning
Strategy
Sales Management
Microsoft Excel
Customer Service
Financial Analysis
Business Analysis
SQL
Web Services
Software Development
MySQL
Java
XML
PHP
Python
Oracle
HTML
C++
Architecture
Cloud Computing
Databases
JavaScript
Tomcat
PostgreSQL
Ruby on Rails
E Commerce
SOA
Web Applications
Software Design
Software Engineering
Unix
Integration
Subversion
Sybase
Clojure
Trading Systems
Artificial Intelligence
Git
Django
Amazon Web Services
Lisp
Management
Decision Making
Machine Learning
Application Programming Interfaces
Back End Web Development
Representational State Transfer
Business Intelligence
Executive Leadership
Leadership
Communication
Personal Branding
Software Project Management
Software Development Life Cycle
Software as a Service
Agile Methodologies
Agile Project Management
Requirements Analysis
Capital Markets
Financial Services
Fixed Income
Brad Lucas Summary
Brad Lucas, based in Texas, United States, is currently a Regional Vice President - Central Region Sales at Fidelity Institutional Wealth Services. Brad Lucas brings experience from previous roles at Fidelity Institutional Wealth Services, Schwab Advisor Services and Morgan Stanley. Brad Lucas holds a 1988 - 1992 Bachelor of Science in Political Science @ Texas Christian University. With a robust skill set that includes Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investments and more. Brad Lucas has 3 emails and 2 mobile phone numbers on RocketReach.
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