Janet Lucas
Vice President - Operations, Manager, Institutional Client Services at Envestnet Asset Management
- Role
- Vice President - Operations Manager, Institutional Client Services at Envestnet
- Location
- Littleton, CO, US
- LinkedIn followers
- 500 followers
About Janet Lucas
A financial servies professional currently holding active Series 7, 63, 9 and 10 licenses…
Experience
Vice President - Operations Manager, Institutional Client Services
Oct 2005 — Present
Education
Colorado State University
BA, Communications
1986 — 1991
Skills
- Series 63
- Asset Management
- Investment Management
- Portfolio Management
- Financial Advisory
- Financial Planning
- Relationship Management
- Investment Banking
- Asset Allocation
- Banking
- Mutual Funds
- 401k
- Securities
- Financial Services
- Fixed Income
- Investments
- Insurance
- Investment Advisory
- Bloomberg
- Capital Markets
- Series 7
- Finance
- Equities
- Wealth Management
- Retirement Planning
- Finra
- Derivatives
- Strategic Financial Planning
- Investment Strategies
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