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
- Senior Vice President, Trust and Family Office Advisor @ (October 2021 - Present)
- Senior Portfolio Manager @ (April 2014 - October 2021)
- Regional Financial Planner, Vice President @ (March 2009 - March 2014)
- Senior Assistant Controller at The Oak Brook Hills Marriott Resort and The Oak Brook Marriott @ (October 2007 - March 2009)
- District Sales Manager-Trainee @ (February 2007 - July 2007)
- Loan Specialist @ CEM Commercial Real Estate (August 2006 - February 2007)
- Valet Supervisor @ The Chase Park Plaza (June 2002 - August 2006)
- Asst. Financial Planner @ (August 2005 - June 2006)
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 4 emails and 2 mobile phone numbers on RocketReach.
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Top Parkside Financial Bank & Trust Employees
Shane Phillips
SVP Commercial Lending
Denver, CO, US
James Wagner
Chief Executive Officer and Co-Founder
St. Louis, MO, US
Tom Noel
Vice President - Commercial Lending
St. Louis, MO, US
Carla Valenti
EVP
St. Louis, MO, US
Kelli Dempsey
Senior Vice President
St. Louis, MO, US
Tim Barringhaus
Executive Vice President and Chief Credit Officer
St. Louis, MO, US
Curtis Searcy
President of Trust and Family Office Division
St. Louis, MO, US
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