Lucas Martin Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

San Francisco, California, United States

Advent Investment Suite, Professional Services• Specialize in trade order management and compliance (TOM&C).

San Francisco, California, United States

Trade Order Management and Compliance - Advent Genesis, Moxy, Advent Rules Manager• Continue internal education, training and certifications to stay ahead of an evolving technical and financial industry landscape, learn new product releases, and increase value to the company and the client base.• Own and address client needs and product issues from inception to resolution.• Work on projects which provide value to the department, the company, and the client base.• Interpret and validate technical issues, test solutions, follow-up and escalate when necessary.• Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use.• Advanced SQL skills; Able to run SQL trace/profile for troubleshooting purposes combined with SQL reading and coding

San Francisco, California, United States

Trade Order Management and Compliance - Moxy, Advent Rules Manager• Continuing to develop core knowledge of Advent's product suite and building product expertise• Creating an avenue to cross collaborate with other teams and departments in an effort to resolve client issues and increase client satisfaction• Tasked to be more vocal in addressing needs of the team as well as training new hires• Continuing to build strong troubleshooting skills and effective issue analysis• Build documenation skills and increase knowledge sharing with clients and the Knowledge Group team• Intermediate SQL skills; Able to write more complex query statements

San Francisco, California, United States

Trade Order Management and Compliance - Moxy• Responsible for resolving client technical and financial issues relating to Advent's software suite• Created detailed documentation through knowledge base articles for client and internal use• Certified in a host of Advent products encompassing: Portfolio management, data translation, and reconciliation

Westlake Village

The Guest Service Associate is responsible for providing exceptional hospitality services to guests in an attentive, friendly and efficient manner. The Guest Service Associate is responsible for parking and retrieving guest vehicles in a prompt yet safe manner and assisting guests with luggage, including delivery and pick up of guest luggage (where applicable) during arrival and departure.

Melville, Ny

A Long Island-based law firm specializing in environmental, energy, and land use topics. I supported attorneys with legal research and provided eligible billable hours to clients involved in complex corporate matters and legal affairs.

Thousand Oaks

Managed and organized all camp activities for children aged 5-13.

Thousand Oaks, Ca

Work cross-functionally with all restaurant employees, including managers, kitchen staff, and delivery drivers.

Newbury Park, Ca

Work cross-functionally with all restaurant employees, including managers, kitchen staff, and bartenders.

Bachelor Of Science (Bs), Environmental Management, Graduate

Activities and Societies: Sales Engineering Club (SEC), Association of Environmental Professionals (AEP), Environmental Sciences Club (ESC)

Bachelor'S Degree Contribution, General Education

Activities and Societies: Cultural Experiences Abroad (CEA)Study Abroad in Barcelona, Spain. I spent a 3-month period in Barcelona where I.

Diploma, 9-12

Activities and Societies: MAJORS Program, KEY Club, football and baseball teams