David Lucier Email & Phone Number
RVP- New Client Development @ Wealth Enhancement Group
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David Lucier Location
- Boston, MA, US
David Lucier Work
- 2025 -now RVP- New Client Development @
- 2023 -2025 Director, Advisor Services @
- 2021 -2023 SVP, National Accounts and Executive Member @
- 2020 -2021 Partner @
- 2012 -2019 VP, Head of National Accounts @
- 2005 -2012 VP and Managing Director RIA - Private Wealth and Family Offices @
- 2002 -2005 VP and Managing Director - Institutional Sales- Public Fund Market- East @
- 1998 -2002 VP- Head of RIA Group and BD Distribution @
- 1995 -1998 Registered Representative @
- 1994 -1995 Financial Consultant @
David Lucier Education
- Williston Northampton School
- University of Massachusetts Amherst
David Lucier Skills
- Separately Managed Accounts
- Mutual Funds
- ETFs
- Private Equity
- National Accounts
- RIAs
- Total Quality Management (TQM)
- Health Insurance
- Alternative Investments
- Cross-functional Team Leadership
- Market Penetration
- Finance
- Asset Management
- Risk Management
- Executive Management
- Sales
- Team Leadership
- Business Development
- Series 7
- Investments
- Asset Allocation
- Series 63
- Equities
- Wealth Management
- Fixed Income
- CEF
- Offshore Investments
- Institutional Sales
- Broker-Dealer
- Home Offices
- Series 24
- UMA
- Insurance
- Insurance Brokerage
- Family Office
- Relationship Management
- Customer Service
- Project Management
- Broker Dealer
David Lucier Summary
- David Lucier, based in Boston, MA, US, is currently a RVP- New Client Development at Wealth Enhancement. David Lucier brings experience from previous roles at Shelton Capital Management, Dane Street, Primark Capital and Janus Henderson Investors U.S.. David Lucier holds a Williston Northampton School. With a robust skill set that includes Separately Managed Accounts, Mutual Funds, ETFs, Private Equity, National Accounts and more. David Lucier has 2 emails and 2 mobile phone numbers on RocketReach.
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