Lorenzo Lucas

Lorenzo Lucas

Shift Manager

Followers of Lorenzo Lucas579 followers
location of Lorenzo LucasSan Diego, California, United States

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  • Timeline

  • About me

    Assistant Vice President | Private Client Banker | JPMorgan Chase Bank, N.A.

  • Education

    • Valhalla high school

      2009 - 2013
      High school diploma
    • Cuyamaca College

      2013 - 2016
      Associate's degree Business Administration and Management, General
  • Experience

    • Menchie's Frozen Yogurt

      Mar 2013 - May 2014
      Shift Manager
    • Sports Authority

      Feb 2014 - Mar 2015
      Senior Sales Representative
    • Wells Fargo

      Feb 2015 - Jun 2020

      Responsible for community outreach and educating individuals and companies about the financial benefits regarding banking with Wells Fargo.

      • Wells Fargo Business Advocate

        Mar 2017 - Jun 2020
      • Wells Fargo At Work Advocate

        Jun 2016 - Jun 2020
      • Personal Banker

        Mar 2016 - Jun 2020
      • Bank Teller

        Feb 2015 - Feb 2016
    • Union Bank

      Jun 2020 - May 2022
      • Senior Relationship Banker

        Oct 2020 - May 2022
      • Universal Banker

        Jun 2020 - Oct 2020
    • JPMorgan Chase & Co.

      May 2022 - now
      • Assistant Vice President | Private Client Banker

        May 2024 - now
      • Relationship Banker

        May 2022 - May 2024
  • Licenses & Certifications

    • Series 6 - Investment Co. and Variable Contracts Products Representative Examination

      FINRA
    • Series 63 - Uniform Securities Agent State Law Examination

      FINRA
    • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities

      California Department of Insurance
    • SIE - Securities Industry Essentials Examination

      FINRA