Scott Lucks Email & Phone Number
Regional Director @ Weitz Investment Management
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Scott Lucks Location
- Omaha, NE, US
Scott Lucks Work
- 2023 -now Regional Director @
- 2023 -2026 Fitness Instructor @
- 2022 -2023 Regional Consultant - Associate Officer @
- 2020 -2021 Regional Director @
- 2016 -2020 Senior Internal Wholesaler @
- 2016 -2016 Sales Associate @
- 2015 -2016 Internal Wholesaling Intern @
Scott Lucks Education
- The Wharton School
Certified Investment Management Analyst Program (Certified Investment Management Analyst Program)
2021-2021 - Bellevue University
Bachelor's Degree (Bachelor's Degree, Business)
2014-2017
Scott Lucks Skills
- Capital Markets
- Separately Managed Accounts
- Municipal Bonds
- Mutual Funds
- Leadership
- Public Speaking
- Equities
- ESG
- Responsible Investing
- Fixed Income
- Defined Contribution
- Series 63
- Team Building
- PowerPoint
- Chartered Retirement Planning Counselor
- Customer Retention
- Thought Leadership
- Customer Satisfaction
- Motivational Speaking
- Series 6
- Sales Management
- Social Media Advertising
- Closing Abilities
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Training
- Customer Service
- Customer Support
- Social Media Marketing
- Customer Engagement
- Marketing Strategy
- Organizational Leadership
- Retail Sales
Scott Lucks Summary
- Scott Lucks, based in Omaha, NE, US, is currently a Regional Director at Weitz Investment Management. Scott Lucks brings experience from previous roles at Power Life, AllianceBernstein, Weitz Investment Management and Pacific Life. Scott Lucks holds a 2021 - 2021 Certified Investment Management Analyst Program in Certified Investment Management Analyst Program @ The Wharton School. With a robust skill set that includes Capital Markets, Separately Managed Accounts, Municipal Bonds, Mutual Funds, Leadership and more. Scott Lucks has 2 emails and 2 mobile phone numbers on RocketReach.
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