Lucas Elkowitz Email & Phone Number

Old Westbury, Ny

New York, United States

- Worked along-side Financial Advisors using Morgan Stanley's Goals Based Planning system to create financial plans tailored to each clients individual financial goals, and circumstances.- Facilitated strategic preparation for meetings with top industry wholesalers from firms like MFC, Nuveen, Calamos Investments, and OakTree by assisting financial advisors in the synthesis of critical notes and the generation of innovative ideas.- Coordinated and executed tender offers to clients, ensuring they were well-informed about the firm’s recommended actions for their investments.- Organized and created a month-long stock competition with $1,200,000 for FA’s and Interns, actively monitoring and updating the hypothetical portfolios of participants to ensure precise record-keeping and performance analysis.

New York, New York, United States

- Coordinate with head of financial operations, partners, and colleagues to help with tasks within the execution of past and ongoing litigations.- Work in collaboration between the Operations department and internal partners to identify discrepancies and recover funds through analyzation of retainer agreements.- Work with Excel and company software to manage and analyze thousands of transactions, facilitating the recovery of a significant amount of funds.- Execute an analysis of national installations, identifying and cataloging zip codes and surrounding areas to provide operations team with support for a specific case.- Worked with accounting department on ACH transfer project.

New York, New York, United States

- Assisted in key aspects of Exactech knee implant litigation, working closely with lead counsel Ellen Relkin to help with Fact Sheets, Medical Records, and Data Entry.- Engaged with collegues to assist in testimonials regarding their personal experiences with Exactech knee implants.- Crafted comprehensive fact sheets and coordinated the retrieval of medical records, significantly supporting the legal team's efforts by providing thorough documentation and ease access to materials needed by attorneys.

Woodbury, New York, United States

- Analyzed complex legal regulations across all 50 states to ensure the legal and HR department remained compliant with varying state employment laws, informing company employees and reducing risk.- Assist in the development of detailed excel sheets, effectively communicating complex legal information in an accessible format for company employees, enhancing company-wide understanding of compliance requirements.

Woodbury, New York, United States

- Enhanced the e-commerce operations at Arizona Iced Tea by assisting in inventory management and developing strategic warehouse procedures, optimizing efficiency and accuracy.- Collaborated with team members on planning product launches and played a key role in the ongoing development of DrinkArizona.com, enhancing user experience and product accessibility.- Regularly engaged with department heads, the CTO, and the CEO to discuss and implement advertising strategies, significantly improving the effectiveness of our e-commerce marketing efforts.

Boston, Massachusetts, United States

Boston, Massachusetts, United States

- Actively participate in all executive board meetings, collaborating in event planning, strategic discussions, and current event analysis to enhance society engagement and awareness.- Lead the Current Events sector, ensuring the society's website is updated daily with the latest legal and societal developments, fostering an informed community.- Contribute to the development and implementation of outreach initiatives, aiming to expand society membership and engagement through targeted communication and events.- Oversee the management and operation of the society's website, from content creation to technical maintenance, improving accessibility and providing a reliable resource for society members.

New York, United States

- Participated in high-level meetings with commissioners, judges, and attorneys to discuss legal matters and provide critical case updates, contributing to informed decision-making processes.- Drafted petitions, conducted in-depth legal research, and collaborated in the creation of summary judgment motions, ensuring meticulous document filing and submission.- Shadowed deputy attorneys during court proceedings, accurately taking notes to support their case strategies and enhance future legal arguments.- Assisted in the preparation and execution of depositions, gathering crucial testimony and evidence to strengthen case strategies and support litigation objectives.

New York, United States

I assist in developing and executing a lost and found tracking system sold on Amazon and in retail locations. Responsible for contacting appropriate retailers, introducing the product and making sales.

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Founder and President of New York Lift Fitness ClubI created an international virtual community for fitness-minded teenagers with content on platforms such as Spotify, Youtube, and Apple Music. New York lift is Publicized through @NYLIFT Instagram and NYLIFT.org to bring people together to share workout strategies and fitness goals. I am responsible for managing social media staff and outreach to fitness companies. I have Created Podcasts featuring gym entrepreneurs such as Founder and President of GYM GUYZ, Josh York and Founder of JPPT, Joe Piscopio.

New York, New York, United States

Assisted in campaign management. Worked with colleagues to advertise and market voting for Hillary Gingold. Attended meetings with the marketing manager and staff to coordinate strategies for a successful campaign run.

New York, United States

President of High school operations and Director of Marketing for an online community featuring student photographers worldwide. Responsible for reaching out to photography/technology companies such as Sony and National Geographic to try and gain sponsorships for competitions and awards. In charge of all social media club publicity and membership recruitment.

New York, United States

- Worked for Nassau County Executive Bruce Blakeman during his campaign for re-election- Met with campaign officials to strategize marketing and promote his campaign- Distributed letters and flyers around neighborhoods in Nassau County to assist in campaign advertisement

Bachelor Of Arts - Ba, Economics

Education record

Activities and Societies: Investing Club, Engineering Club, Co-President Audio Visual Club, National Honor Society, Spanish Honor Society