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
- 2024 -now Senior Compliance Analyst @
- 2017 -now Account Manager @
- 2015 -2017 Trust Operations Manager @
- 2014 -2014 Assistant Supervisor of ACM Department @
- 2012 -2014 Trust Operations Specialist II @
- 2011 -2012 Investor Service Associate @ M&I Institutional Trust Services
- 2008 -2011 Customer Service Representative @ Park Bank
- 2006 -2008 Night Shift Manager @
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 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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Top Midwest Institutional Trust Services Employees
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Barb Jakus
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Andy Paulus
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