Steve Lucas Email & Phone Number
Digital Strategy Director @ Bank of America
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Steve Lucas Location
- Boston, MA, US
Steve Lucas Work
- 2021 -now Digital Strategy Director @
- 2016 -2021 Online Director @
- 2011 -2016 VP Merrill Edge Online @
- 2007 -2011 Officer; Senior Investment Specialist @
- 2007 -2011 Officer; Senior Investment Specialist @
Steve Lucas Education
- Nichols College
None (Business Administration and Management, General)
Steve Lucas Skills
- Series 7
- Investments
- Mutual Funds
- Wealth Management
- Equities
- Retirement
- Fixed Income
- FINRA
- Trading
- Options
- IRAs
- ETFs
- Securities
- Bonds
- 401k
- Financial Services
- Uniform Combined State Law
- High Net Worth Individuals
- Roth IRA
- Trading Systems
- Equity Trading
- Business Analysis
- Competitive Analysis
- Strategy
- Financial Analysis
- Analysis
- Analytics
- Business Strategy
- Process Improvement
- Series 63
- Business Requirements
- Business Testing
- Leadership
- Social Media
- Online Marketing
- Portfolio Management
- Finance
- Microsoft Office
Steve Lucas Summary
- Steve Lucas, based in Boston, MA, US, is currently a Digital Strategy Director at Bank of America. Steve Lucas brings experience from previous roles at Merrill Edge. Steve Lucas holds a None in Business Administration and Management, General @ Nichols College. With a robust skill set that includes Series 7, Investments, Mutual Funds, Wealth Management, Equities and more. Steve Lucas has 2 emails and 8 mobile phone numbers on RocketReach.
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