Lucas Maxwell Email & Phone Number
Senior Vice President, Trust and Family Office Advisor @ Parkside Financial Bank & Trust
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Lucas Maxwell Location
- St. Louis, MO, US
Lucas Maxwell Work
- 2021 -now Senior Vice President, Trust and Family Office Advisor @
- 2014 -2021 Senior Portfolio Manager @
- 2009 -2014 Regional Financial Planner, Vice President @
- 2007 -2009 Senior Assistant Controller at The Oak Brook Hills Marriott Resort and The Oak Brook Marriott @
- 2007 -2007 District Sales Manager-Trainee @
- 2006 -2007 Loan Specialist @ CEM Commercial Real Estate
- 2002 -2006 Valet Supervisor @ The Chase Park Plaza
- 2005 -2006 Asst. Financial Planner @
Lucas Maxwell Education
- Saint Louis University
BS (Finance and Economics)
2002-2006 - College of Financial Planning
(CFP(R))
Lucas Maxwell Skills
- Strategic Financial Planning
- Portfolio Management
- Estate Planning
- Auditing
- Corporate Tax
- Asset Allocation
- Analysis
- Account Reconciliation
- Financial Analysis
- Asset Managment
- Financial Modeling
- Forecasting
- Investments
- Budgets
- Mutual Funds
- Accounting
- Finance
- Financial Reporting
- Valuation
- Microsoft Excel
- Retirement Planning
- Asset Management
- Wealth Management
- Wealth Management Services
- Loans
- Financial Services
- Insurance
- Financial Planning
- High Net Worth Individuals
- Trust Management
Lucas Maxwell Summary
- Lucas Maxwell, based in St. Louis, MO, US, is currently a Senior Vice President, Trust and Family Office Advisor at Parkside Financial Bank & Trust. Lucas Maxwell brings experience from previous roles at TIAA, US Bank, Marriott International and Dot Foods. Lucas Maxwell holds a 2002 - 2006 BS in Finance and Economics @ Saint Louis University. With a robust skill set that includes Strategic Financial Planning, Portfolio Management, Estate Planning, Auditing, Corporate Tax and more. Lucas Maxwell has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Parkside Financial Bank & Trust Employees
Andrew Hereford
President
St. Louis, MO, US
Shane Phillips
SVP Commercial Lending
Denver, CO, US
Matthew Wagner
Chief Practice Officer | Co-Founder
St. Louis, MO, US
Tim Barringhaus
Executive Vice President and Chief Credit Officer
St. Louis, MO, US
Justin Meyer
Chief Fiduciary Officer and Executive Vice President
St. Louis, MO, US
Lisa Vansickle
Executive Vice President | Chief Risk Officer
St. Louis, MO, US
Robert Grunzinger
Chief Operating Officer-Executive Vice President
St. Louis, MO, US
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