Ben Lucas
Wealth Advisor at Bernstein Private Wealth Management | Specialist with Business Owners and Nonprofits
- Role
- Wealth Advisor at Bernstein Private Wealth Management
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Bernstein Private Wealth Management
Nov 2020 — Present · San Diego, CA, US
Education
The University of the South
Economics
Skills
- Customer Service
- Microsoft Word
- Interpersonal Skills
- Microsoft Powerpoint
- Microsoft Excel
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