Name variants:
Jaymes Lucas,
Jaimes Lucas,
Jim Lucas,
Jimmy Lucas,
Jimmie Lucas,
Jamie Lucas,
Jem Lucas
Last updated May 23, 2024
Contact Information
Workplace
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Work History
Senior Vice President and Investment Portfolio Manager
1700 Vly north, Waco, TX
from Aug 2018
Various
I began my career in 1996. I have been fortunate to gain experience with mutual fund investment companies, insurance company investments, and banking organizations. My experience includes mu...
Aug 1996 — Dec 2014
Education
Occupations
Executive
Senior Vice President
Financial Broker
Portfolio Manager
Vice President
Chief Executive
Investment Analyst
Financial Analyst
Skills
Portfolio Management
Investments
Wealth Management
Mutual Funds
Financial Analysis
Retirement Planning
Banking
Financial Planning
Asset Management
Financial Services
Securities
Credit Analysis
Personal Financial Planning
Strategic Financial Planning
Credit
Asset Allocation
Investment Management
Wealth Management Services
Financial Advisory
Cash Management
Equities
Private Equity
Private Banking
401K
403 B
Retirement Plan Consulting
Qualified Retirement Plans
Defined Benefit
Defined Contribution