Tom Lucas Location
Milwaukee, WI, US
Tom Lucas Work
- 2024 - now Senior Compliance Analyst @ Midwest Institutional Trust Services
- 2017 - now Account Manager @ BMO Global Asset Management - Canada
- 2015 - 2017 Trust Operations Manager @ BMO Global Asset Management - Canada
- 2014 - 2014 Assistant Supervisor of ACM Department @ BMO Global Asset Management - Canada
- 2012 - 2014 Trust Operations Specialist II @ BMO Global Asset Management - Canada
- 2011 - 2012 Investor Service Associate @ M&I Institutional Trust Services
- 2008 - 2011 Customer Service Representative @ Park Bank
- 2006 - 2008 Night Shift Manager @ Badger Bus
Tom Lucas Education
- University of Wisconsin-Milwaukee
Masters (Economics)
2008 - 2010 - University of Wisconsin-Madison
Bachelors (Economics)
2004 - 2008
Tom Lucas Skills
- Financial Analysis
- Investments
- Commercial Banking
- Finance
- Wealth Management
- Financial Services
- Microsoft Excel
- Banking
- Customer Service
- Microsoft Office
Tom Lucas Summary
Tom Lucas, based in Milwaukee, WI, US, is currently a Senior Compliance Analyst at Midwest Institutional Trust Services. Tom Lucas brings experience from previous roles at BMO Global Asset Management U.S.. Tom Lucas holds a 2008 - 2010 Masters in Economics @ University of Wisconsin-Milwaukee. With a robust skill set that includes Financial Analysis, Investments, Commercial Banking, Finance, Wealth Management and more. Tom Lucas has 2 emails and 2 mobile phone numbers on RocketReach.
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