David Lucks Email & Phone Number

Greater Omaha Area

SENIOR MUTUAL FUND SPECIALIST(6/2015 to Current)Responsible for helping Pacific Life’s family of mutual funds (Pacific Funds) grow in visibility, recognition, and sales penetration across various target markets in the Wirehouse Channel. Generate and follow-up on sales leads Worked to roll out the first equity line-up of funds in Pacific Life’s mutual fund history Create organization wide sales pitches and coach IW sales teams on delivering and prefecting those pitches Develop and maintain strong knowledge of Pacific Fund’s products by working with product teams  Deliver actionable market updates and positioning ideas proactively Responsible for developing and mutual fund analysis and product comparisons via Zephyr and Morningstar.

Newport Beach, Ca

David brings more than 19 years of experience in the Financial Services industry. He specializes in helping financial professionals find creative solutions to their clients' most pressing concerns and has the ability to simplify ideas and present them in a style that is clear and compelling. David's talent in providing simple strategies helps financial professionals help their clients overcome short-term fears so that they may achieve their long-term goals.