Shannon Lucas, CFA

Shannon Lucas, CFA

Resident Advisor

Followers of Shannon Lucas, CFA385 followers
location of Shannon Lucas, CFABaltimore City County, Maryland, United States

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  • Timeline

  • About me

    Target Date Investment Analyst at T. Rowe Price

  • Education

    • Virginia Tech

      2011 - 2014
      Bachelor's degree Mathematics

      Activities and Societies: Member of the Honors Residential College, Resident Advisor in the Honors Residential College, member of Sigma Kappa, member of the Association for Women in Mathematics, Participant in volleyball intramurals

  • Experience

    • Virginia Tech

      Aug 2012 - Dec 2014
      Resident Advisor

      Honors Residential College at East Ambler Johnston. Student affairs, social and academic programming, collaboration with students and faculty, administrative tasks, student assistance.

    • Verisk Extreme Event Solutions

      May 2013 - Aug 2013
      Insurance Linked Securities Intern

      Risk analysis, catastrophe modeling, produced catastrophe bond remodels and resets, internal projects with a focus on organization.

    • PwC

      Jun 2014 - Aug 2014
      Risk Assurance Intern

      Internal audit planning, compliance research, SOX control testing, actuarial control testing.

    • T. Rowe Price

      Jul 2015 - now
      • Target Date Investment Analyst

        Jun 2022 - now
      • Multi-Asset Quantitative Investment Analyst

        Jul 2017 - Jun 2022
      • Investment Fellow

        Jul 2015 - Jul 2017
  • Licenses & Certifications

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Jun 2019
  • Volunteer Experience

    • Dog Walker

      Issued by Small Miracles Cat and Dog Rescue on Mar 2015
      Small Miracles Cat and Dog RescueAssociated with Shannon Lucas, CFA