Lucas Schwaller

Experience

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  City Colleges of Chicago-Harry S Truman College

  Jan 2010 - Jan 2011

  Adjunct Professor

  For consecutive semesters, I taught introductory-level English language and composition courses for the City Colleges of Chicago. I also provided guidance to students as they selected and registered for courses through seasonal work in the registar's office.

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  RealView, LLC

  Nov 2010 - Nov 2014

  Vice President of Marketing and Sales

  My work at RealView began as an Account Executive charged with hunting and converting new business by effectively presenting and communicating the value of our software systems to building owners and managers, municipal and county governments, and educational entities such as universities and charter schools. In 2013, I was promoted to Vice President, which expanded the scope and responsibilities of my previous position to include business development, management of sales and strategic business partnerships, contract development and negotiation, and the oversight of ongoing development and software subscriber satisfaction to maximize client retention. Show less

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  FIM group

  Nov 2014 - Dec 2018

  Wealth Manager

  As an investment adviser representative for FIM Group, my focus was on assisting clients in the implementation of trust and estate planning strategies.

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  Mercer Advisors

  Dec 2018 - now

  Regional Vice President

  I introduce new and prospective clients to Mercer Advisors, mapping out holistic wealth management strategies that help clients connect the dots of their financial lives.