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 @ Midwest Institutional Trust Services
2017 - now Account Manager @ BMO Global Asset Management - Canada
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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
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2011 - 2012 Investor Service Associate @ M&I Institutional Trust Services
2008 - 2011 Customer Service Representative @ Park Bank
2006 - 2008 Night Shift Manager @ Badger Bus

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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

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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.

Tom Lucas Emails

Found 2 emails

Tom Lucas Phone Numbers

Found 2 phone numbers

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