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Lorenzo Lucas

Shift Manager

579 followers

San 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

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