Associate Wealth Advisor
Current
Aug 2024 - Present
AeroLeads people directory · profile
Jake Lucchese Email & Phone Number
Associate Wealth Advisor at Beacon Pointe
at
Beacon Pointe
2 work emails found
@ngc.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Associate Wealth Advisor at Beacon Pointe
Location
Mesa, Arizona, United States
Company size
Who is Jake Lucchese? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jake Lucchese is listed as Associate Wealth Advisor at Beacon Pointe at Beacon Pointe, a company with 186 employees, based in Mesa, Arizona, United States. AeroLeads shows a work email signal at ngc.com and a matched LinkedIn profile for Jake Lucchese.
Jake Lucchese previously worked as Associate Wealth Advisor at Beacon Pointe and Principal Supply Chain Business Operations Specialist at Northrop Grumman. Jake Lucchese holds Bachelor’S Degree, Finance And Economics from Grand Canyon University.
Company email context
Email format at Beacon Pointe
This section adds company-level context without repeating Jake Lucchese's masked contact details.
{first_initial}{last}@ngc.com
79% confidence
AeroLeads found 2 current-domain work email signals for Jake Lucchese. Compare company email patterns before reaching out.
Profile bio
About Jake Lucchese
Jacob Lucchese is currently working for Beacon Pointe as an Associate Wealth Advisor. He graduated from Grand Canyon University with his Bachelors Degree in Business Finance and Economics. He's gained much recognition and success at an early age by implementing these core competencies:Establishing focus – results oriented: Keen ability to develop and communicate collaborative support of the organizational mission while maintaining commitment to the goals in the face of obstacles and/or frustrations. Fostering Teamwork: Works cooperatively to help lead and motivate other team members.Managing Change: Demonstrates support for innovation and organizational changes needed to improve effectiveness, inefficiencies and productivity.Persuasive Communication: Plans and delivers oral/written communications that impact and persuades intended audiences.Customer Service: Quickly accesses/demonstrates concern for satisfying external and/or internal customers.
Listed skills include Banking, Customer Service, Retail Banking, Time Management, and 9 others.
Current workplace
Jake Lucchese's current company
Company context helps verify the profile and gives searchers a useful next step.
Beacon Pointe
8 roles
Jake Lucchese work experience
A career timeline built from the work history available for this profile.
Principal Supply Chain Business Operations Specialist
Dec 2021 - Aug 2024
Financial Analyst
Apr 2019 - Dec 2021
Insurance Advisor
May 2018 - Apr 2019
Personal Banker Iii / Commercial Credit Analyst
Nov 2016 - May 2018
Personal Banker
Jan 2016 - Nov 2016
Personal Banker
May 2014 - Jan 2016
Bank Teller/Lead Teller
Jun 2012 - Jun 2014
Team & coworkers
Colleagues at Beacon Pointe
Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →
DB
Diana Brown
Colleague at Beacon Pointe
New York City Metropolitan Area, United States
View →
DR
Drew Ramos
Colleague at Beacon Pointe
San Francisco Bay Area, United States
View →
JS
Jenny Sobrevilla
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
View →
AS
Andrew Scanlon, Cfp®, Csric®
Colleague at Beacon Pointe
Boston, Massachusetts, United States, United States
View →
EK
Emmett King Iii
Colleague at Beacon Pointe
Dallas, Texas, United States, United States
View →
CW
Cole Woods
Colleague at Beacon Pointe
Greater Phoenix Area, United States
View →
BM
Bruce Meyer, Jd, Llm
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
View →
SL
Savannah Labeth
Colleague at Beacon Pointe
Greater New Orleans Region, United States
View →
BC
Bobby Comeaux
Colleague at Beacon Pointe
Metairie, Louisiana, United States, United States
View →
MW
Marc Wolff
Colleague at Beacon Pointe
Sarasota, Florida, United States, United States
View →
Diana Brown
Colleague at Beacon Pointe
New York City Metropolitan Area, United States
View →
DR
Drew Ramos
Colleague at Beacon Pointe
San Francisco Bay Area, United States
View →
JS
Jenny Sobrevilla
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
View →
AS
Andrew Scanlon, Cfp®, Csric®
Colleague at Beacon Pointe
Boston, Massachusetts, United States, United States
View →
EK
Emmett King Iii
Colleague at Beacon Pointe
Dallas, Texas, United States, United States
View →
CW
Cole Woods
Colleague at Beacon Pointe
Greater Phoenix Area, United States
View →
BM
Bruce Meyer, Jd, Llm
Colleague at Beacon Pointe
Scottsdale, Arizona, United States, United States
View →
SL
Savannah Labeth
Colleague at Beacon Pointe
Greater New Orleans Region, United States
View →
BC
Bobby Comeaux
Colleague at Beacon Pointe
Metairie, Louisiana, United States, United States
View →
MW
Marc Wolff
Colleague at Beacon Pointe
Sarasota, Florida, United States, United States
View →
4 education records
Jake Lucchese education
Bachelor’S Degree, Finance And Economics
Business
Education record
High School
Highland High School
FAQ
Frequently asked questions about Jake Lucchese
Quick answers generated from the profile data available on this page.
What company does Jake Lucchese work for?
Jake Lucchese works for Beacon Pointe.
What is Jake Lucchese's role at Beacon Pointe?
Jake Lucchese is listed as Associate Wealth Advisor at Beacon Pointe at Beacon Pointe.
What is Jake Lucchese's email address?
AeroLeads has found 2 work email signals at @ngc.com for Jake Lucchese at Beacon Pointe.
Where is Jake Lucchese based?
Jake Lucchese is based in Mesa, Arizona, United States while working with Beacon Pointe.
What companies has Jake Lucchese worked for?
Jake Lucchese has worked for Beacon Pointe, Northrop Grumman, Boeing, First International Bank & Trust, and Bmo Harris Bank.
Who are Jake Lucchese's colleagues at Beacon Pointe?
Jake Lucchese's colleagues at Beacon Pointe include Diana Brown, Drew Ramos, Jenny Sobrevilla, Andrew Scanlon, Cfp®, Csric®, and Emmett King Iii.
How can I contact Jake Lucchese?
You can use AeroLeads to view verified contact signals for Jake Lucchese at Beacon Pointe, including work email, phone, and LinkedIn data when available.
What schools did Jake Lucchese attend?
Jake Lucchese holds Bachelor’S Degree, Finance And Economics from Grand Canyon University.
What skills is Jake Lucchese known for?
Jake Lucchese is listed with skills including Banking, Customer Service, Retail Banking, Time Management, Microsoft Office, Sales, Credit, and Loans.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Jake Lucchese you were looking for.
View similar profiles
