Mike Lucy Email & Phone Number
Senior Associate, Institutional Client Relationship Management @ Morgan Stanley
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Mike Lucy Location
- United States
Mike Lucy Work
- Senior Associate, Institutional Client Relationship Management @ (January 2019 - Present)
- Associate, Institutional Client Relationship Management @ (December 2017 - January 2019)
- Strategic Consulting Intern @ (January 2016 - January 2016)
- Product Liaison @ (May 2014 - February 2015)
- Investment Specialist and Investment Representative, Business Retirement Services @ (February 2012 - February 2015)
- Owner @ Ask Mike Landscaping (January 2005 - January 2015)
Mike Lucy Education
- Boston College Carroll School of Management
Master of Business Administration - MBA (Finance)
2015-2017 - The University of Kansas
Sport Management (Business minor)
Mike Lucy Skills
- BlackRock Aladdin
- Clearwater Analytics
- Equities
- Finance
- Financial Analysis
- Financial Modeling
- Financial Planning
- Investment Strategies
- Investments
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Mutual Funds
- Portfolio Management
- Research
- Retirement
- Retirement Planning
- Salesforce.com
- SharePoint
- Tableau
- Valuation
- Manage Multiple
- PowerPoint
- Boston
- Market
- Public Speaking
- Employee Benefits
- B2B
- Adobe Contribute
- Corporate Finance
- Global Strategy
- Traits
- Sales
- History
- Business Acumen
- Graduate Level
- Build Relationships
- Communication
- Schedules
- Academic
- Business Development
- Showcases
- Landscaping
- Market Sizing
- Reports
- Software
- Strategy
- Financial Services
- Entrepreneurship
- Founding
- Deloitte
- Examining
- Interviews
- Offerings
- Training Presentations
- Customer Engagement
- Strategic Consulting
- Business Strategy
- American
- Stakeholders
- Mergers and Acquisitions
- Presentations
- Analysis
- Employee Management
- Hiring
- Financial Results
- Internal Audit
Mike Lucy Summary
- Mike Lucy, based in United States, is currently a Senior Associate, Institutional Client Relationship Management at Morgan Stanley. Mike Lucy brings experience from previous roles at Morgan Stanley, Pitney Bowes and American Century Investments. Mike Lucy holds a 2015 - 2017 Master of Business Administration - MBA in Finance @ Boston College Carroll School of Management. With a robust skill set that includes BlackRock Aladdin, Clearwater Analytics, Equities, Finance, Financial Analysis and more. Mike Lucy has 1 emails on RocketReach.
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