Joseph Lucarello
Client Service Associate @Personal Wealth Strategies
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WORK HISTORY
Client Service Associate @Personal Wealth Strategies
Hamilton, NJ, US
Prepare client meeting agendas, gather client data, and prepare reports• Document, track, and execute client meeting tasks• Maintain records in Redtail CRM and portfolio management software• Enter client data into MoneyGuide platform and build preliminary plans under the advisors
EDUCATION
The College of New Jersey
Bachelor's degree, Finance, General
ABOUT JOSEPH LUCARELLO
I am deeply motivated, persistent in pursuing my goals, and highly coachable, always seeking feedback to improve and grow. I excel in anticipating challenges and opportunities before they arise, allowing me to add value in fast-moving, results-driven environments. Through internships, networking events, and building meaningful professional relationships, I actively seek opportunities to expand my knowledge and sharpen my skill set. As I finish my senior year, my focus is on gaining hands-on experience and developing the skills necessary to build a successful career in the financial services industry.
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