Ann Lucchesi, Cfp®, Cep Email and Phone Number
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Ann Lucchesi, Cfp®, Cep personal email
Ann Lucchesi, Cfp®, Cep phone numbers
Ann Lucchesi, Cfp®, Cep is a Relationship Manager, Equity Comp Specialist at First Citizens Bank. She possess expertise in venture capital, equities, mergers, management, valuation and 6 more skills.
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Managing Director First Citizens WealthFirst Citizens Bank Apr 2023 - PresentRaleigh, North Carolina, Us
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Managing DirectorSvb Private Jan 2022 - Present -
Partner, Certified Equity ProfessionalCorporate Equity Services Nov 2009 - PresentWe are a specialty consulting firm in Equity Administration offering consulting and outsourcing services for the stock/equity administration for both private and public firms. We bring out investment banking background combined with the last few years of consulting within Equity Administration. -
Wealth AdvisorParallel Advisors, Llc Sep 2020 - Mar 2022San Francisco, Ca, UsI am a financial advisor focusing on holistic planning and investment management for clients. I concentrate on helping clients with the key elements of their financial life, including (but not limited to):- tax optimization- disciplined asset management and investing- full balance sheet planning- risk management planning- specialized equity compensation planning- ongoing estate planning, including, titling, trustee selection, and distribution of estateI have a deep expertise in Equity Compensation Planning from both the individual side as well as the company side which enables me to have a deeper more thoughtful conversation around Options, RSUs and other forms of compensation. -
Managing Director, Wealth Advisor Cfp®, CepSvb Wealth Advisory, Inc., An Affiliate Of Silicon Valley Bank Mar 2013 - Sep 2020Santa Clara, Ca, UsFinancial advisor for clients with deep experience in equity compensation, private stock positions, managing out of concentrated stock positions and general financial planning. -
Sr. Product Manager For Svb AnalyticsSvb Wealth Advisory, Inc., An Affiliate Of Silicon Valley Bank Apr 2011 - Mar 2013Santa Clara, Ca, UsWorking on development of the CapMx product that provides capitalization and equity management for private companies. Worked with employee benefits at SVB, managing the 401(k) plan, Deferred Comp Plan and ESPP.
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Equity Administration ConsultantCore-Mark International Sep 2007 - Apr 2011Westlake, Texas, UsAssist Core-Mark with their 10b5-1 plans, Form 4 Filings, general assistance with stock administration issues. -
OwnerEquity Admin Services, Llc Dec 2007 - Dec 2010Self-owned consulting business in equity administration. Performed consulting services for company's from small private firms to large firms including SAP (Business Objects Acquisition) and Fair Isaac. Range of duties includes everything from day-to-day operations, equity compensation consulting, pre-IPO consultations, audits, data conversions and reconciliation projects
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VpRbc Capital Markets Aug 2001 - Jan 2006Toronto, Ontario, CaWorked with Corporate and Venture Services. Trading for Executives, Directors and employee groups including 10b5-1 plans). Executed corporate buybacks, supervised trading for the team, did officer and employee group presentations. Handled distributions for Venture Capital Groups.
Ann Lucchesi, Cfp®, Cep Skills
Ann Lucchesi, Cfp®, Cep Education Details
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University Of California, Berkeley, Haas School Of BusinessFinance -
Oregon State UniversityInternational Business And Finance
Frequently Asked Questions about Ann Lucchesi, Cfp®, Cep
What company does Ann Lucchesi, Cfp®, Cep work for?
Ann Lucchesi, Cfp®, Cep works for First Citizens Bank
What is Ann Lucchesi, Cfp®, Cep's role at the current company?
Ann Lucchesi, Cfp®, Cep's current role is Relationship Manager, Equity Comp Specialist.
What is Ann Lucchesi, Cfp®, Cep's email address?
Ann Lucchesi, Cfp®, Cep's email address is al****@****svb.com
What is Ann Lucchesi, Cfp®, Cep's direct phone number?
Ann Lucchesi, Cfp®, Cep's direct phone number is +141567*****
What schools did Ann Lucchesi, Cfp®, Cep attend?
Ann Lucchesi, Cfp®, Cep attended University Of California, Berkeley, Haas School Of Business, Oregon State University.
What skills is Ann Lucchesi, Cfp®, Cep known for?
Ann Lucchesi, Cfp®, Cep has skills like Venture Capital, Equities, Mergers, Management, Valuation, Derivatives, Wealth Management, Investment Banking, Employee Benefits, Data Analysis, Coaching.
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