Jon Lugo's Location
Laguna Beach, CA, US
Jon Lugo's Work
- Wealth Manager @ Axxcess Wealth Management
- Financial Advisor @ Luminate Wealth Management & Insurance Services | Private Client Group | Northwe
- Financial Advisor @ Northwestern Mutual
- Financial Advisor | Growth and Development Director @ Northwestern Mutual
Jon Lugo's Education
- San Jose State University
BA (Communication Studies)
2005 - 2008 - California State University, Fullerton
Business Administration
2002 - 2005
Jon Lugo's Skills
- Team Leadership
- Client Services
- Speech Writing
- Leadership
- Recruiting
- Training
- Marketing
- Customer Service
- Sales
- Public Speaking
Jon Lugo's Summary
Jon Lugo, based in Laguna Beach, CA, US, is currently a Wealth Manager at Axxcess Wealth Management, bringing experience from previous roles at Luminate Wealth Management & Insurance Services | Private Client Group | Northwe and Northwestern Mutual Wealth Management Company. Jon Lugo holds a 2005 - 2008 BA in Communication Studies @ San Jose State University. With a robust skill set that includes Team Leadership, Client Services, Speech Writing, Leadership, Recruiting and more, Jon Lugo contributes valuable insights to the industry. Jon Lugo has 2 emails and 1 mobile phone number on RocketReach.
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