Lucas Mendoza
Finance Student at Texas Christian University | M.J. Neeley School of Business | TCU Sales Center
- Role
- Financial Analyst Intern at VANCE WEALTH
- Location
- Santa Clarita, CA, US
- LinkedIn followers
- 500 followers
About Lucas Mendoza
I’m a Finance and Accounting double major at TCU’s Neeley School of Business, driven by a…
Experience
Financial Analyst Intern
May 2025 — Present · Santa Clarita, CA, US
Support the advisory team by auditing and reviewing financial documents to ensure accuracy and alignment with client goals. Contribute to the creation of customized client-facing materials, including one-pagers and pitch decks that clearly communicate financial strategies. Translate complex financial data into clear, actionable insights that enhance client understanding and reinforce Vance Wealth’s commitment to clarity and long-term planning.
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