Lucas Wise Email & Phone Number
Fixed Income Specialist @ Fidelity Investments
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Lucas Wise Location
- United States
Lucas Wise Work
- Fixed Income Specialist @ (January 2024 - Present)
- Investment Solutions Representative @ (October 2022 - Present)
- Customer Resource Advocate @ (August 2021 - September 2022)
- Sales Support Specialist @ (March 2021 - July 2021)
- Order Processor @ (August 2020 - March 2021)
- Shift Team Lead @ (August 2019 - March 2021)
- Student @ (January 2019 - March 2021)
- Fulfillment Associate @ (November 2020 - January 2021)
- Sales Rep @ (August 2018 - December 2018)
- Logistics @ (July 2017 - July 2018)
Lucas Wise Education
- Northern Kentucky University
Bachelor of Science - BS (Global Supply Chain Management)
2016-2021
Lucas Wise Skills
- 401(k) Rollovers
- Auditing
- Bond Markets
- Business Administration
- Business-to-Business (B2B)
- Client Relations
- Client Services
- Communication
- Corporate Bonds
- Cryptocurrency
- Customer Relationship Management (CRM)
- Customer Service
- Customer Service Management
- Customs Clearance
- Data Analysis
- Distribution Center Operations
- Distribution Logistics
- ETFs
- Excel
- Fidelity
- Financial Planning
- Financial Services
- Fixed-Income Investing
- Freight Brokerage
- Freight Transportation
- Individual Retirement Accounts (IRA)
- Information Technology
- Inside Sales
- Intelligent Transportation Systems
- International Logistics
- Interpersonal Skills
- Inventory Control
- Investments
- Leadership
- Logistics
- Logistics Management
- Management
- Manufacturing
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Municipal Bonds
- Mutual Funds
- Negotiation
- Operations Management
- Outbound Sales
- Planning Budgeting & Forecasting
- Problem Solving
- Project Management
- Public Speaking
- Retirement Planning
- Sales
- Sales Operations
- Salesforce
- Shipping
- Social Media
- Supply Chain Management
- Supply Chain Operations
- Supply Chain Optimization
- Teamwork
- Third-Party Logistics (3PL)
- Time Management
- Transportation
- Transportation Management
- US Treasuries
- Warehouse Management Systems
- Warehouse Operations
- Working Experience
- Writing
- retail finance
Lucas Wise Summary
- Lucas Wise, based in United States, is currently a Fixed Income Specialist at Fidelity Investments. Lucas Wise brings experience from previous roles at Fidelity Investments, Impact Group and ROAD iD. Lucas Wise holds a 2016 - 2021 Bachelor of Science - BS in Global Supply Chain Management @ Northern Kentucky University. With a robust skill set that includes 401(k) Rollovers, Auditing, Bond Markets, Business Administration, Business-to-Business (B2B) and more. Lucas Wise has 2 emails and 1 mobile phone numbers on RocketReach.
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