Jonathan Lucas Email & Phone Number
Senior Director, Wealth Business Operations @ SS&C Black Diamond Wealth Solutions
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Jonathan Lucas Location
- Norfolk, VA, US
Jonathan Lucas Work
- 2014 -now Senior Director, Wealth Business Operations @
- 2007 -2014 Director of Operations, Technology Services @
- 2005 -2007 Client Service Manager @ Capital Consulting & Asset Management
Jonathan Lucas Education
- Union College (NE)
Bachelor of Science (Business Administration, Finance)
Jonathan Lucas Skills
- CRM
- Management
- Business Analysis
- Project Management
- Strategic Planning
- Business Intelligence
- Process Improvement
- Integration
- Customer Relationship Management (CRM)
- Risk Management
- Program Management
- IT Strategy
- Vendor Management
- Business Process Improvement
- Customer Service
- Team Leadership
- Microsoft Dynamics
- Salesforce.com
- Portfolio Management
- Consulting
- Sales
- Marketing Strategy
- Investments
- Microsoft Power BI
- Customer Relationship Management Crm
- Customer Relationship Management
Jonathan Lucas Summary
- Jonathan Lucas, based in Norfolk, VA, US, is currently a Senior Director, Wealth Business Operations at SS&C Black Diamond Wealth Solutions. Jonathan Lucas brings experience from previous roles at Signature Family Wealth Advisors and Capital Consulting & Asset Management. Jonathan Lucas holds a Bachelor of Science in Business Administration, Finance @ Union College (NE). With a robust skill set that includes CRM, Management, Business Analysis, Project Management, Strategic Planning and more. Jonathan Lucas has 2 emails and 2 mobile phone numbers on RocketReach.
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