Lucas Mclean Email & Phone Number
Who is Lucas Mclean? Overview
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Lucas Mclean is listed as Advanced Services - Team Lead at Robinhood, a company with 4145 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Lucas Mclean.
Lucas Mclean previously worked as Advanced Services - Derivatives at Robinhood and Advanced Services - Margin & Options at Robinhood. Lucas Mclean holds Bachelor'S Of Science, Economics from State University Of New York College At Plattsburgh.
Email format at Robinhood
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About Lucas Mclean
Lucas Mclean is a Advanced Services - Team Lead at Robinhood. He is proficient in English. Colleagues describe him as "Lucas has demonstrated immense knowledge and professionalism in every interaction I've had with him. Not only is he consistently a top performer in metrics, his grit, strong mentality, and good-natured personality put him high on my on personal leaderboards of those I've worked with. From speaking with customers to a night playing darts, anyone would be lucky to have Lucas in their corner, and I hope to be one of them."
Lucas Mclean's current company
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Lucas Mclean work experience
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Advanced Services - Derivatives
Current
Advanced Services - Margin & Options
Core Brokerage - Registered Representative
Active Trader Services - Trading Execution Specialist
- Engaged with customers, via inbound calls, which included providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized.
- Uncovered opportunities and identified solutions and services that improved the client’s financial success and partner with internal business partners to research and resolve complex client requests.
Advanced Brokerage - Margin & Options
- Provided holistic options product support and world class client resolution within the Advanced Brokerage division of Robinhood Markets. Responsible for helping clients resolve the most complex margin and options.
- Analyzed, educated, and recommend options trading strategies based upon the client’s investment objective with regards to their investment profile and risk tolerance.
Core Brokerage - Registered Representative
- Assisted customers with a wide range of needs ranging from simplistic application and account functions to complex margin and equity trading related issues.
- Lead and participated in a multitude of projects that helped advance the firms growth. Such projects included; piloting the IPO Access CX team as well as Robinhood Equities Phone Support, lead over 100 open help.
Financial Advisor
- Managed over $23,000,000 in client investment portfolios.
- Cultivated and strengthened relationships with clients by providing one-on-one service to understand assets, expenses, as well as long-term and short-term investment plans to build personalized strategies that help.
- Provided investment advice to individuals and families for retirement, estate planning, college savings, and preservation of wealth. Serviced clients by preparing financial plans, conducting investment research, along.
Colleagues at Robinhood
Other employees you can reach at robinhood.com. View company contacts for 4145 employees →
Marcia Burrows, Cams, Ccep
Colleague at Robinhood
Greater Orlando, United States
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BB
Bridget Brown
Colleague at Robinhood
Philadelphia, Pennsylvania, United States, United States
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DW
Daniel Whitehead
Colleague at Robinhood
United States, United States
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KR
Kemani Ramsay
Colleague at Robinhood
Houston, Texas, United States, United States
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SL
Si Li
Colleague at Robinhood
Pittsburgh, Pennsylvania, United States, United States
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DG
Dustin Goff
Colleague at Robinhood
Burleson, Texas, United States, United States
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JE
Jacob E.
Colleague at Robinhood
Metro Jacksonville, United States
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CH
Callie Hodge
Colleague at Robinhood
Clinton, Iowa, United States, United States
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SG
Sachit Goyal
Colleague at Robinhood
United States, United States
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JE
Jamie Emerson
Colleague at Robinhood
Denver Metropolitan Area, United States
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Lucas Mclean education
Bachelor'S Of Science, Economics
Economics
Frequently asked questions about Lucas Mclean
Quick answers generated from the profile data available on this page.
What company does Lucas Mclean work for?
Lucas Mclean works for Robinhood.
What is Lucas Mclean's role at Robinhood?
Lucas Mclean is listed as Advanced Services - Team Lead at Robinhood.
Where is Lucas Mclean based?
Lucas Mclean is based in Denver, Colorado, United States while working with Robinhood.
What companies has Lucas Mclean worked for?
Lucas Mclean has worked for Robinhood, Fidelity Investments, and Edward Jones.
Who are Lucas Mclean's colleagues at Robinhood?
Lucas Mclean's colleagues at Robinhood include Marcia Burrows, Cams, Ccep, Bridget Brown, Daniel Whitehead, Kemani Ramsay, and Si Li.
How can I contact Lucas Mclean?
You can use AeroLeads to view verified contact signals for Lucas Mclean at Robinhood, including work email, phone, and LinkedIn data when available.
What schools did Lucas Mclean attend?
Lucas Mclean holds Bachelor'S Of Science, Economics from State University Of New York College At Plattsburgh.
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