Lucas Mitchell, CAMS

Lucas Mitchell, CAMS

Financial Representative Intern

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location of Lucas Mitchell, CAMSNewark, Delaware, United States

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  • Timeline

  • About me

    Vice President, AML Compliance Manager at JPMorgan Chase & Co.

  • Education

    • Elizabethtown College

      2006 - 2010
      BS Business Administration-Finance

      Activities and Societies: Men's Soccer, Habitat for Humanity

  • Experience

    • Northwestern Mutual

      Jan 2010 - Sept 2010
      Financial Representative Intern

      *Worked in the same capacity as a full-time financial representative.*Developed my own book of clients through networking and prospecting.*Provided potential clients with a comprehensive financial analysis to fit their needs.

    • The Lancaster Financial Group

      Sept 2010 - Mar 2013
      Financial Representative

      I provide total financial needs analysis through a network ofexperienced professionals with expertise in:• Retirement analysis and programs• Estate strategies• Employee benefit and retention services• Business continuation strategies• Trust services

    • Citizens Bank

      Jun 2013 - May 2014
      • Licensed Banker

        Dec 2013 - May 2014
      • Personal Banker

        Jun 2013 - Dec 2013
    • JPMorgan Chase & Co.

      May 2014 - now
      • Vice President, AML Compliance Manager

        Sept 2021 - now
      • Senior Associate, Quality and Training Oversight

        Apr 2019 - Sept 2021
      • Senior Associate, AML Compliance Manager

        Jun 2017 - Apr 2019
      • Associate, AML Team Manager

        Jun 2015 - Jun 2017
      • AML Compliance Analyst

        May 2014 - Jun 2015
  • Licenses & Certifications

    • CAMS

      ACAMS
      Dec 2015