Lucas Pelfrey
Internal Wealth Specialist
- Role
- Internal Wealth Specialist at Capital Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Lucas Pelfrey
Experienced specialist with a demonstrated history of working in the financial services industry.
Experience
Internal Wealth Specialist
Aug 2024 — Present
Education
Ball State University
Bachelor's degree, Residential Property Management
2013 — 2017
Greenfield-Central High School
Core 40 Diploma
2009 — 2013
Skills
- Training
- Microsoft Office
- Powerpoint
- Finra
- Customer Service
- Microsoft Word
- Leadership
- Management
- Time Management
- Sales
- Teamwork
- Research
- Financial Services
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