Lucas Mitchell, CAMS

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