Lucas A.

About Lucas A.

With over 12 years of experience in financial markets, I partner with institutional clients across the U.S, Latin America, and the Caribbean, including asset owners, asset managers, family offices, corporations, and banks.I work across the Securities Services business, covering Global Custody, Hedge Fund Services, Fund Administration, and Private Equity Fund Services. I combine deep product expertise with a commercial focus, supporting revenue growth, strengthening long-term client retention, and broadening existing relationships.Relationship Management and Client Service Management are central to how I work, particularly when navigating complex mandates, managing escalations, and identifying opportunities to expand strategic partnerships.Proficient in Portuguese, English, Spanish, Italian, and Polish, I leverage my multilingual capabilities to support complex cross-border relationships and collaboration.

Experience

1. Vice President - Client Service Manager

   JPMorganChase

   Aug 2023 — Present · New York, NY, US

   Vice President - Client Service Manager for Global Custody, Hedge Funds and Private Equity Fund Services, covering Institutional clients within The US, LATAM & Caribbean region (English, Portuguese and Spanish-speaking Asset Owners, Asset Managers, Family Offices, Corporations and Banks).

Education

• Universidade Presbiteriana Mackenzie

  Bachelor's degree, International Business Management

• Martin Luther King Technical School

  Associate degree, Law

  2010 — 2011

• XIX Liceum Ogólnokształcące im. Mariana Mokwy w Gdansku

  High School, Economics

  2011 — 2012

Skills

• Management
• Microsoft Office
• Paralegals
• Communication
• Language Teaching
• English
• Foreign Languages
• Microsoft Excel
• Teaching Adults
• Sap Erp
• Accounting
• Business Strategy
• International Business
• Investments
• Customer Relations
• Supply Chain
• Banking
• Capital Markets
• Financial Services
• Import/Export Operations
• Finance