Nuno Lucas
Regional Vice President, Executive Services @Fidelity Investments
Salt Lake City, UT, US
EMAILS
n••••••••@fidelity.com
MOBILE NUMBERS
+18•••••••03
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WORK HISTORY
Dec 2022 — Present
Regional Vice President, Executive Services @Fidelity Investments
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EDUCATION
2003 — 2006
University of Utah
Bachelor of Arts (B.A.)
2010 — 2012
University of Utah - David Eccles School of Business
Master of Business Administration (MBA)
SKILLS
Wealth ManagementProject PlanningManagementPortfolio Management401kProject ManagementSeries 9Series 63Series 10InvestmentsSecuritiesSeries 7CrpcSales ManagementPortugueseAsset AllocationMutual FundsFinanceRetirement PlanningFinancial ServicesRetirement
ABOUT NUNO LUCAS
Vice President - Planning & Advice Leader at Fidelity Investments
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