Tom Hillebrecht

Role: Business Development at Lucia Capital Group
Location: San Diego, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Tom Hillebrecht

Financial services professional experienced in investments, capital markets, corporate…

Experience

Business Development
Lucia Capital Group
Jan 2023 — Present

Skills

Investment Banking
Syndications
Business Relationship Management
Middle Market
Asset Based Lending
Loans
Portfolio Management
Treasury Management
Credit Analysis
Commercial Mortgages
Wealth Management
Finance
German
Financial Risk
Commercial Lending
Real Estate Finance
Bonds
Business Development
Underwriting
Relationship Management
Debt
Banking
Credit
Cash Management
Due Diligence
Customer Relations
Small Business Lending
Credit Risk
Lines of Credit
Investments
Hold Series 7
Financial Analysis
Financial Modeling
Corporate Finance
Mortgage Lending
Commercial Banking
Private Equity
Cash Flow
Consumer Lending
Financial Structuring

Contact information

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Work email
t••••••••@luciacap.com
Personal email
•••••@•••••.com
Direct dial
+18•••••••71

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Current company

Lucia Capital Group

Financial Services · 57 employees · Founded 2010 · San Diego, California, United States

Lucia Capital Group is an independent financial services firm offering financial planning, investment management, annuities, and insurance services. Our wealth managers take what we call a Strategy First™ approach to building portfolios that are dynamic and uniquely designed for every investor. In developing a strategy, wealth managers consider various factors such as time horizon, income need, risk tolerance, tax bracket, and investment preference. Our team-based approach to financial and retirement planning keeps our clients’ financial goals at the forefront of everything we do. As a team, our wealth managers hold CFP®, CPA, ChFC, and MBA designations and degrees. Our organization, and most importantly our clients, benefit from the knowledge and experience of our wealth managers. Furthermore, our strategic relationships with individuals and organizations increase our investment advisory and portfolio management offerings to our clients. We believe that our wealth managers and strategic relationships set Lucia Capital Group apart from competing firms. Lucia Capital Group is headquartered in San Diego, CA, and has offices and meeting locations nationwide. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Lucia Capital Group may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Securities and advisory services offered through LPL Financial, a registered investment advisor and member SIPC

luciacap.com

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About Tom Hillebrecht

Experience

Business Development

Skills

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