Paul Lucas

Senior Portfolio Consultant at Brookwood Capital, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Peterborough, New Hampshire, United States, US

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Senior Portfolio Consultant
      • Jun 2001 - Present

      Working with Brookwood Capital, LLC, as a Senior Portfolio Consultant. Brookwood leverages 20+ years of experience when working with Financial Institutions to maximize their credit card portfolios.Credit Card Portfolio Specialties include: - valuation (what is our portfolio worth today?) - evaluation (are there ways to improve our portfolio?) - projections (what is the 5 year forecast for our portfolio?) - peer analysis (how are we doing compared to our peers?) - de-novo analysis (how do we start a card portfolio from scratch?) - sales (what is the highest bid for purchasing our portfolio?)Merchant Card Portfolio Specialties include: - valuation (what is our portfolio worth today?) - projections (what is the 5 year forecast for our portfolio?) - merchant partner analysis (who is the best merchant card partner for us?) - sales (what is the highest bid for purchasing our portfolio?)

    • Advertising Services
    • 1 - 100 Employee
    • Owner
      • 1989 - 2000

      I started this full service direct marketing company in my basement. We grew quickly and ended up expanding into a 30,000 square foot facility in the mills of Manchester NH. We offered all the direct marketing services a B-B client could want: telemarketing, database management, lettershop, fulfillment, and project management. When I sold it in 2000, it had over 50 employees. I started this full service direct marketing company in my basement. We grew quickly and ended up expanding into a 30,000 square foot facility in the mills of Manchester NH. We offered all the direct marketing services a B-B client could want: telemarketing, database management, lettershop, fulfillment, and project management. When I sold it in 2000, it had over 50 employees.

Education

  • Boston College
    M. Ed., Quantitative Research
    1980 - 1982
  • State University of New York at Fredonia
    B.Ed., Science
    1974 - 1978

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