Managing Director First Citizens Wealth
Current
Apr 2023 - Present
AeroLeads people directory · profile
Ann Lucchesi, Cfp®, Cep Email & Phone Number
Relationship Manager, Equity Comp Specialist
at
First Citizens Bank
1 work email found
@svb.com
3 phones found area 415 and 408
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Relationship Manager, Equity Comp Specialist
Location
San Francisco Bay Area, United States, United States
Who is Ann Lucchesi, Cfp®, Cep? Overview
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Quick answer
Ann Lucchesi, Cfp®, Cep is listed as Relationship Manager, Equity Comp Specialist at First Citizens Bank, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at svb.com, phone signal with area code 415, 408, and a matched LinkedIn profile for Ann Lucchesi, Cfp®, Cep.
Ann Lucchesi, Cfp®, Cep previously worked as Managing Director First Citizens Wealth at First Citizens Bank and Managing Director at Svb Private. Ann Lucchesi, Cfp®, Cep holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
Company email context
Email format at First Citizens Bank
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*@svb.com
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AeroLeads found 1 current-domain work email signal for Ann Lucchesi, Cfp®, Cep. Compare company email patterns before reaching out.
Profile bio
About Ann Lucchesi, Cfp®, Cep
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.
Listed skills include Venture Capital, Equities, Mergers, Management, and 7 others.
Current workplace
Ann Lucchesi, Cfp®, Cep's current company
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9 roles
Ann Lucchesi, Cfp®, Cep work experience
A career timeline built from the work history available for this profile.
Managing Director
Current
Jan 2022 - Present
Partner, Certified Equity Professional
CurrentWe 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.
Nov 2009 - Present
Wealth Advisor
I 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.
Sep 2020 - Mar 2022
Managing Director, Wealth Advisor Cfp®, Cep
Financial advisor for clients with deep experience in equity compensation, private stock positions, managing out of concentrated stock positions and general financial planning.
Mar 2013 - Sep 2020
Sr. Product Manager For Svb Analytics
Working 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.
Apr 2011 - Mar 2013
Equity Administration Consultant
Assist Core-Mark with their 10b5-1 plans, Form 4 Filings, general assistance with stock administration issues.
Sep 2007 - Apr 2011
Owner
Equity Admin Services, Llc
Self-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.
Dec 2007 - Dec 2010
Vp
Worked 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.
Aug 2001 - Jan 2006
2 education records
Ann Lucchesi, Cfp®, Cep education
Mba, Finance
University Of California, Berkeley, Haas School Of Business
Ba And Bs, International Business And Finance
Oregon State University
FAQ
Frequently asked questions about Ann Lucchesi, Cfp®, Cep
Quick answers generated from the profile data available on this page.
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 First Citizens Bank?
Ann Lucchesi, Cfp®, Cep is listed as Relationship Manager, Equity Comp Specialist at First Citizens Bank.
What is Ann Lucchesi, Cfp®, Cep's email address?
AeroLeads has found 1 work email signal at @svb.com for Ann Lucchesi, Cfp®, Cep at First Citizens Bank.
What is Ann Lucchesi, Cfp®, Cep's phone number?
AeroLeads has found 3 phone signal(s) with area code 415, 408 for Ann Lucchesi, Cfp®, Cep at First Citizens Bank.
Where is Ann Lucchesi, Cfp®, Cep based?
Ann Lucchesi, Cfp®, Cep is based in San Francisco Bay Area, United States, United States while working with First Citizens Bank.
What companies has Ann Lucchesi, Cfp®, Cep worked for?
Ann Lucchesi, Cfp®, Cep has worked for First Citizens Bank, Svb Private, Corporate Equity Services, Parallel Advisors, Llc, and Svb Wealth Advisory, Inc., An Affiliate Of Silicon Valley Bank.
How can I contact Ann Lucchesi, Cfp®, Cep?
You can use AeroLeads to view verified contact signals for Ann Lucchesi, Cfp®, Cep at First Citizens Bank, including work email, phone, and LinkedIn data when available.
What schools did Ann Lucchesi, Cfp®, Cep attend?
Ann Lucchesi, Cfp®, Cep holds Mba, Finance from University Of California, Berkeley, Haas School Of Business.
What skills is Ann Lucchesi, Cfp®, Cep known for?
Ann Lucchesi, Cfp®, Cep is listed with skills including Venture Capital, Equities, Mergers, Management, Valuation, Derivatives, Wealth Management, and Investment Banking.
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