investment advisory associate at flagstar advisors@ Flagstar Advisors
New York, New York, United States
Jonathan Lucente
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Fairfield University
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Tell me more about Jonathan Lucente?
FlashIntel GPTJonathan Lucente is a highly skilled professional with 10.3 years of experience in finance, economics, and time management. He is proficient in various software such as PowerPoint, Microsoft Excel, and QuickBooks. With a strong background in invoicing and adp payroll, Jonathan also possesses expertise in phone etiquette and investor relations. Currently based in the United States, he is pursuing a Graduate Development Program at HSBC Retail Banking and Wealth Management. Jonathan has previously worked as an intern and senior premier relationship officer, showcasing his versatility and adaptability in different roles.
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About
Graduate Development Program at HSBC Retail Banking and Wealth Management
Work Experience
Jonathan Lucente's Professional Milestones
- Investment Advisory Associate: Provided strategic investment recommendations to clients, driving successful decision-making and maximizing returns.
- investment advisory associate at flagstar advisors: Provided strategic financial guidance to clients, driving their financial success and optimizing their investment portfolio.
Education
Economics,
Finance
2013-2017Skill
Finance
Economics
Powerpoint
Microsoft Excel
Time Management
Quickbooks
Invoicing
Adp Payroll
Phone Etiquette
Investor Relations
Bank Reconciliation
Certification
Colleagues
Ivor O'Keeffe
Chief Operating Officer
Katherine Skayhan
client relationship manager flagstar advisors
Peter J Bruno
investment support associate at flagstar advisors
Doug Geraghty, CFP®
chief compliance officer at flagstar advisors | finra series 14 committee member
Alan Remedios
group director flagstar advisors
Other Named Jonathan Lucente
Frequently asked questions
We found 2 Jonathan Lucente's email addresses
We found 1 Jonathan Lucente's phone numbers
Jonathan Lucente's social media include: Linkedin,
Jonathan Lucente works for Flagstar Advisors
Jonathan Lucente's role in Flagstar Advisors is investment advisory associate at flagstar advisors
Jonathan Lucente's colleagues are Ivor O'Keeffe,Katherine Skayhan,Peter J Bruno
Jonathan Lucente's latest job experience is investment advisory associate at flagstar advisors at Flagstar Advisors
Jonathan Lucente's latest education in Fairfield University
