Jeanette Lucas, CFP®, ChSNC™, CDFA®

Partner, Senior Financial Advisor at Condor Capital Wealth Management
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
South River, JE

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Experience

  • Condor Capital Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner, Senior Financial Advisor
      • Jan 2022 - Present

      Martinsville, New Jersey, United States

    • Vice President, Portfolio Management
      • Apr 2018 - Jan 2022

      Greater New York City Area

    • Senior Portfolio Manager
      • Nov 2010 - Apr 2018

    • Portfolio Manager
      • Nov 2008 - Nov 2010

    • Financial Analyst / Portfolio Administrator
      • May 2006 - Nov 2008

    • Financial Analyst Internship
      • Apr 2005 - May 2006

Education

  • Rutgers University
    BS, Finance
    2002 - 2006

Community

You need to have a working account to view this content. Click here to join now