Joel Lugo's Location
Stockton, CA, US
Joel Lugo's Work
- Investment Officer @ Bank of Stockton
- Portfolio Management Supervisor @ London Pacific Advisors
- Brokers Services Manager @ Voya Investment Management
- Senior Transfer Specialist @ Schwab Advisor Services
Joel Lugo's Education
- St. John's University1981 - 1984
- Cannon Financial Institute
Joel Lugo's Skills
- Financial Modeling
- Microsoft Office
- Mutual Funds
- Securities
- Series 65
- Fixed Income
- Accounting
- Financial Services
- Finance
- Estate Planning
Joel Lugo's Summary
Joel Lugo, based in Stockton, CA, US, is currently a Investment Officer at Bank of Stockton, bringing experience from previous roles at London Pacific Advisors, ING Funds and Schwab Institutional. Joel Lugo holds a 1981 - 1984 St. John's University. With a robust skill set that includes Financial Modeling, Microsoft Office, Mutual Funds, Securities, Series 65 and more, Joel Lugo contributes valuable insights to the industry. Joel Lugo has 2 emails and 1 mobile phone number on RocketReach.
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