Tom Lucas Email & Phone Number
Senior Compliance Analyst @ Midwest Institutional Trust Services
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Tom Lucas Location
- Milwaukee, WI, US
Tom Lucas Work
- Senior Compliance Analyst @ (January 2024 - Present)
- Account Manager @ (May 2017 - December 2023)
- Trust Operations Manager @ (January 2015 - May 2017)
- Assistant Supervisor - Operations @ (January 2014 - December 2014)
- Trust Operations Specialist II @ (August 2012 - January 2014)
- Investor Service Associate @ M&I Institutional Trust Services (May 2011 - August 2012)
- Customer Service Representative @ Park Bank (July 2008 - May 2011)
- Night Shift Manager @ (September 2006 - May 2008)
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
- Management
Tom Lucas Summary
- Tom Lucas, based in Milwaukee, WI, US, is currently a Senior Compliance Analyst at Midwest Institutional Trust Company. 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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