Lucas Decker
Wealth Advisor at Carnegie Private Wealth
- Role
- Wealth Advisor at Carnegie Private Wealth
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lucas Decker
After years of working in finance for the Air Force Materiel Command, Lucas found his…
Experience
Wealth Advisor
Mar 2025 — Present · Charlotte, NC, US
Education
Ohio Dominican University
Bachelor of Science (B.S.), Business Administration, Accounting, Economics
2007 — 2011
Ohio Dominican University
Master of Business Administration (MBA), Business Administration and Management, General
2011 — 2013
Skills
- Business Analysis
- Budgets
- Life Insurance
- Finance
- Stocks
- Process Improvement
- Series 7
- Asset Allocation
- Mutual Funds
- Management
- Microsoft Office
- Leadership
- Series 66
- Financial Analysis
- 401k
- Investments
- Retirement Planning
- Forecasting
- Managerial Finance
- Written & Verbal Communication Abilities
- Customer Service
- Access
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