Lori Luchs Email
Portfolio Administrator @ First Long Island Investors, LLC
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Lori Luchs Location
- Massapequa Park, NY, US
Lori Luchs Work
- Portfolio Administrator @ (March 2024 - Present)
- Branch Service Associate @ (October 2021 - March 2024)
- Chief Administrative Officer and Senior Portfolio Administrator @ Bolter & Company, LLC (February 2003 - October 2021)
- Sales Assistant @ East Shore Partners (June 2002 - February 2003)
- Assistant Vice President and Trade Specialist @ Equinox Capital Management (April 1994 - November 2001)
- Client Liaison @ The Roosevelt Investment Group, LLC (formerly Capromont Ltd) (February 1987 - April 1994)
Lori Luchs Education
- City Tech, CUNY (Formerly New Yory City Technical College)
Lori Luchs Skills
- Administrative Assistance
- Advent
- Axys
- Bloomberg
- Client Liaison
- Client Relations
- Client Services
- Customer Experience
- Customer Service
- Equity Research
- Equity Trading
- Financial Markets
- Financial Services
- Microsoft Excel
- Microsoft Word
- Office Administration
- Payroll Administration
- QuickBooks
- Stock trader
- Thomson Reuters
- Trading
Lori Luchs Summary
- Lori Luchs, based in Massapequa Park, NY, US, is currently a Portfolio Administrator at First Long Island Investors, LLC. Lori Luchs brings experience from previous roles at UBS, Bolter & Company, LLC , East Shore Partners and Equinox Capital Management . Lori Luchs holds a City Tech, CUNY (Formerly New Yory City Technical College). With a robust skill set that includes Administrative Assistance, Advent, Axys, Bloomberg, Client Liaison and more. Lori Luchs has 1 emails on RocketReach.
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