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Lucas Altoe, Mba Email & Phone Number

Asset Manager at The Wolff Company
Location: Dallas, Texas, United States 9 work roles 2 schools
1 work email found @awolff.com 2 phones found area 817 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email l****@awolff.com
Direct phone (817) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Wolff Company
Role
Asset Manager
Location
Dallas, Texas, United States
Company size
136 employees

Who is Lucas Altoe, Mba? Overview

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Quick answer

Lucas Altoe, Mba is listed as Asset Manager at The Wolff Company, a company with 136 employees, based in Dallas, Texas, United States. AeroLeads shows a work email signal at awolff.com, phone signal with area code 817, and a matched LinkedIn profile for Lucas Altoe, Mba.

Lucas Altoe, Mba previously worked as Asset Manager at The Wolff Company at The Wolff Company and Director of Asset Management at Westmount Realty Capital at Westmount Realty Capital, Llc. Lucas Altoe, Mba holds Master Of Business Administration (Mba), Finance, General from Southern Methodist University.

Company email context

Email format at The Wolff Company

This section adds company-level context without repeating Lucas Altoe, Mba's masked contact details.

*@awolff.com
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AeroLeads found 1 current-domain work email signal for Lucas Altoe, Mba. Compare company email patterns before reaching out.

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Profile bio

About Lucas Altoe, Mba

Lucas Altoe, Mba is a Asset Manager at The Wolff Company. They possess expertise in financial analysis, finance, financial modeling, microsoft excel, analysis and 11 more skills. They is proficient in English and Portuguese.

Listed skills include Financial Analysis, Finance, Financial Modeling, Microsoft Excel, and 12 others.

Current workplace

Lucas Altoe, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

The Wolff Company
The Wolff Company
Asset Manager
scottsdale, arizona, united states
Website
awolff.com
Employees
136
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Company profile
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9 roles

Lucas Altoe, Mba work experience

A career timeline built from the work history available for this profile.

Asset Management/ Acquisitions Analyst

Milestone Goup Reit (Tsx:Mst.Un)

Dallas

Aug 2014 - Jan 2016

Client Service Manager

Fidelity Investments
  • Responsible to service the overall client relationship within assigned portfolios. Including the day-to-day oversight of the assigned accounts, the coordination of services for assigned clients, escalation of client.
  • Prepared reporting and other activities including specialized client reporting, interfacing with Compliance, Audit, Risk, and Legal.
  • Followed industry news, agency ratings, analyst publications, and other independent information sources to draw external views on current and prospective clients.
  • Reconciled and reviewed marketing documents including offering memorandum, financial statements, presentations investor letters, published news articles, regulatory filings, risk exposure files, and any other relevant.
  • Researched available databases, selected the best suited software, tested the systems, and trained colleagues on systems utilization.
  • Recognized with the "Excellence In Action" for redefining the Associate role.
Feb 2010 - Dec 2012

Financial Representative

Fidelity Investments
  • Offered advice to clients regarding retirement options and assisting them in achieving personal financial goals.
  • Ownership of High Net Worth clients needs regarding service, trading, and problem resolution.
  • Facilitated timely, accurate and efficient equity transactions, options strategies implementation and related margin requirements assistance.
  • Ability to contribute in a team-oriented environment and adjust to change in a busy financial service center.
  • Served as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements.
Sep 2007 - Jan 2010
Team & coworkers

Colleagues at The Wolff Company

Other employees you can reach at awolff.com. View company contacts for 136 employees →

SM Sam Mullen Sam Mullen Colleague at The Wolff Company Bellingham, Washington, United States, United States View → KK Katie Kes Katie Kes Colleague at The Wolff Company Cincinnati, Ohio, United States, United States View → SB Scott Bashaw Scott Bashaw Colleague at The Wolff Company Scottsdale, Arizona, United States, United States View → FF Fran Foxen Fran Foxen Colleague at The Wolff Company Scottsdale, Arizona, United States, United States View → PS Phindile Senzy Phindile Senzy Colleague at The Wolff Company Port Shepstone, KwaZulu-Natal, South Africa, South Africa View → HP Heidi Pearce Heidi Pearce Colleague at The Wolff Company Tempe, Arizona, United States, United States View → SA Shaheed Azeem Shaheed Azeem Colleague at The Wolff Company Mesa, Arizona, United States, United States View → MH Malik Harris Malik Harris Colleague at The Wolff Company Washington, District Of Columbia, United States, United States View → EZ Evan Zimmermann Evan Zimmermann Colleague at The Wolff Company Scottsdale, Arizona, United States, United States View → MP Matt Perrin Matt Perrin Colleague at The Wolff Company Scottsdale, Arizona, United States, United States View →
2 education records

Lucas Altoe, Mba education

FAQ

Frequently asked questions about Lucas Altoe, Mba

Quick answers generated from the profile data available on this page.

What company does Lucas Altoe, Mba work for?

Lucas Altoe, Mba works for The Wolff Company.

What is Lucas Altoe, Mba's role at The Wolff Company?

Lucas Altoe, Mba is listed as Asset Manager at The Wolff Company.

What is Lucas Altoe, Mba's email address?

AeroLeads has found 1 work email signal at @awolff.com for Lucas Altoe, Mba at The Wolff Company.

What is Lucas Altoe, Mba's phone number?

AeroLeads has found 2 phone signal(s) with area code 817 for Lucas Altoe, Mba at The Wolff Company.

Where is Lucas Altoe, Mba based?

Lucas Altoe, Mba is based in Dallas, Texas, United States while working with The Wolff Company.

What companies has Lucas Altoe, Mba worked for?

Lucas Altoe, Mba has worked for The Wolff Company, Westmount Realty Capital, Llc, Hudson Advisors L.P., Steadfast Companies, and Starwood Capital Group.

Who are Lucas Altoe, Mba's colleagues at The Wolff Company?

Lucas Altoe, Mba's colleagues at The Wolff Company include Sam Mullen, Katie Kes, Scott Bashaw, Fran Foxen, and Phindile Senzy.

How can I contact Lucas Altoe, Mba?

You can use AeroLeads to view verified contact signals for Lucas Altoe, Mba at The Wolff Company, including work email, phone, and LinkedIn data when available.

What schools did Lucas Altoe, Mba attend?

Lucas Altoe, Mba holds Master Of Business Administration (Mba), Finance, General from Southern Methodist University.

What skills is Lucas Altoe, Mba known for?

Lucas Altoe, Mba is listed with skills including Financial Analysis, Finance, Financial Modeling, Microsoft Excel, Analysis, Leadership, Portfolio Management, and Financial Reporting.

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