Lorenzo Lucas

San Diego, California, United States

579 followers

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