Lucy Millard Email & Phone Number
Head of Client Success, North America @ BNY
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Lucy Millard Location
- New York, NY, US
Lucy Millard Work
- 2024 -now Head of Client Success, North America @
- 2023 -2024 Global Head of Client Experience @
- 2021 -2023 Executive Director, Head of Global Solutions Engineering Team @
- 2020 -2021 Vice President, Head of Institutional Client Team @
- 2017 -2020 Vice President, Client Success Team @
- 2014 -2015 Business Development Manager @ La Mariposa USA
- 2012 -2014 Financial Investment Professional @
- 2009 -2012 Financial Analyst @
Lucy Millard Education
- NYU Stern School of Business
Master of Business Administration - MBA (Finance, Entrepreneurship, Leadership & Change Management)
2019 - Emory University - Goizueta Business School
BBA, with Distinction (Finance)
- The Chapin School
High School Diploma
Lucy Millard Skills
- Family Office
- Initial Public Offerings (IPO)
- Training & Development
- Financial Markets
- Portfolio Management
- Global Tactical Asset Allocation
- Global Economy
- Cross-cultural Communication Skills
- Organizational Effectiveness
- Financial Reporting
- Wealth Management Services
- Business Strategy
- Estate Planning
- Private Equity
- Fixed-Income Investing
- Stakeholder Management
- Strategic Partner Relationship Management
- Customer Success
- Communication
- Project Delivery
- Finance
- Investments
- Financial Analysis
- Business Development
- Microsoft Excel
- Valuation
- Leadership
- Analytical Skills
- Strategy
- Change Management
- Collaborative Problem Solving
- Trading
- Project Management
- Alternative Investments
- Asset Management
- Derivatives
- Capital Markets
- Wealth Management
- Family Wealth Management
- FinTech
- Financial Services
- Equities
- Product Development
- Solution Selling
- Client Services
- Product Management
Lucy Millard Summary
- Lucy Millard, based in New York, NY, US, is currently a Head of Client Success, North America at BNY. Lucy Millard brings experience from previous roles at Masttro. Lucy Millard holds a Master of Business Administration - MBA in Finance, Entrepreneurship, Leadership & Change Management @ NYU Stern School of Business. With a robust skill set that includes Family Office, Initial Public Offerings (IPO), Training & Development, Financial Markets, Portfolio Management and more. Lucy Millard has 5 emails and 2 mobile phone numbers on RocketReach.
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