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Jonathan Lucas
 
Dir. - Operations
 
Jonathan Lucas's Email : Please login
 
Company Name : Signature Financial Management Inc.
 
Company Website : www.sigfin.com
 
Company Address : 150 W Main St.
Ste. 1550, Norfolk, VA,
United States,
 
Jonathan Lucas's Profile : Dir. - Operations
 
Jonathan Lucas's Biography :

Jonathan Lucas joined the Signature team in July 2007 as Director of Operations. He is responsible for managing internal operational processes and back office audits, the production of quarterly client reports, implementing and maintaining best practices and efficient workflows, and various special projects relating to clients, operations, and technology. Before joining Signature, Jonathan worked at Capital Consulting & Asset Management, a firm dedicated to serving high net worth families and institutions in Lincoln, Nebraska. As Client Service Manager, he worked with the advisors to manage all aspects of the client experience. Additionally, he was responsible for back office operations such as trading, account maintenance, billing, and performance reporting. Jonathan graduated from Union College in Lincoln, Nebraska with a B.S. in Business Administration. He anticipates sitting for the CFP(R) Exam by 2009.

 
Jonathan Lucas's Colleagues :
Name Title Email
Anne Shumadine Chmn., Founder Please login
Susan Colpitts Exec. VP, Founder Please login
Randolph Webb Pres. Please login
William Achenbach Pres., SFM Charlottsville Please login
Carter Furr VP Please login

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