Jon Lucas Email & Phone Number
Senior Vice President, Sales Executive @ Arden Trust Company
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Jon Lucas Location
- Columbus, OH, US
Jon Lucas Work
- Senior Vice President, Sales Executive @ (January 2024 - Present)
- Vice President, Senior Relationship Manager @ (January 2022 - January 2024)
- Senior Wealth Advisor (SVP), First Commonwealth Advisors @ (January 2019 - January 2022)
- Senior Relationship Manager (VP), Trust Officer (VP) @ (January 2011 - January 2019)
- Relationship Manager (VP), Trust Officer @ (January 2004 - January 2011)
- Co-Founder, Director of Corporate Communications @ Maverick Xchange, INC. (January 2000 - January 2001)
- Account Executive @ Sterling Hager Inc. (January 1999 - January 2000)
- Assistant Account Executive @ (January 1997 - January 1999)
- Editorial Assistant @ (January 1997 - January 1997)
Jon Lucas Education
- Capital University Law School
Doctor of Law - JD
2004 - University of Vermont
Bachelor of Arts - BA (History/English)
1996
Jon Lucas Skills
- AUM Expansion
- AUM Growth
- Account Management
- Banking
- Brand Management
- Brand to Market
- Budget Development
- Building Business Relationships
- Business Development
- Business Partner Relations
- Business Relationship Management
- CX
- Client Engagement
- Client Relations
- Community Engagement
- Community Outreach
- Compliance Program Management
- Continuous Improvement
- Corporate Communications
- Credit
- Cross-Functional Collaboration
- Culture Shaping
- Customer Experience Management
- Customer Outreach
- Customer Relationship Management (CRM)
- Engagement
- Finance
- Financial Management
- Financial Risk
- Footprint Expansion
- High-Net-Worth Individuals (HNWI)
- Industry Innovation
- Insurance
- Internal Communications
- Investment Portfolios
- Investment Strategies
- Key Account Management
- Key Client Relationships
- Law
- Market Share Growth
- Media Relations
- New Business Development
- New Business Partnerships
- New Product Implementations
- Organizational Development
- Partnership Building
- Policy Analysis
- Portfolio Management
- Presentations
- Press Material Development
- Prospect Research
- Referral Development
- Referral Generation
- Regional Expansion
- Regulatory Compliance
- Relationship Cultivation
- Revenue & Profit Growth
- Revenue Generation
- Stakeholder Engagement
- Strategic Alliances
- Strategic Communications
- Strategic Partnerships
- Strategic Planning
- Strategic Planning Processes
- Strategic Planning for Growth
- Transformational Leadership
- Wealth Management
- Wealth Management Services
Jon Lucas Summary
- Jon Lucas, based in Columbus, OH, US, is currently a Senior Vice President, Sales Executive at Arden Trust Company. Jon Lucas brings experience from previous roles at Midwest Trust Company, First Commonwealth Bank, Huntington National Bank and JPMorgan Chase & Co.. Jon Lucas holds a Doctor of Law - JD @ Capital University Law School. With a robust skill set that includes AUM Expansion, AUM Growth, Account Management, Banking, Brand Management and more. Jon Lucas has 2 emails and 2 mobile phone numbers on RocketReach.
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Jon Lucas
Senior Vice President, Sales Executive
Columbus, OH, US
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