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Lucas M

External Wholesale Business Management

Occupation:

Financial Services Sales Agent

Location:

Fort Worth, TX

Education Level:

Master

Will Relocate:

YES

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COMPANY POSITION HELD DATES WORKED

(Confidential) (Confidential) 12/2000 - Present
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SCHOOL MAJOR YEAR DEGREE

University of Texas at Arlington Finance 2000 Master Degree
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Highlights:

Companies I like:

Top tier institutional and/or mutual fund company

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Grow book by cultivating strong relationships in retail and corporate sectors. Collaborate with clients to assess financial needs and develop long-term guidance.
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