Senior Associate
Current
Dec 2024 - Present
Who is Lucas Morton? Overview
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Quick answer
Lucas Morton is listed as Senior Associate at CLS CRE, based in Culver City, California, United States. AeroLeads shows a matched LinkedIn profile for Lucas Morton.
Lucas Morton previously worked as Lending Operations Associate at F2 Finance and Associate Broker/ Account Manager at Risk Placement Services, Inc.. Lucas Morton holds Bachelor Of Business Administration - Bba, Finance And Real Estate from Chapman University.
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Email format at CLS CRE
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CLS CRE
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Profile bio
About Lucas Morton
Graduate of the Argyros School of Business at Chapman University with a Bachelor's degree in Business Administration with emphases of Finance and Real Estate. In my job experiences, I have proven to work well with others, be very collaborative, and step up as a leader. I have a diverse skill set due to the wide range of roles I've had the privilege of being in, and believe I can bring a lot of value to your company.
Current workplace
Lucas Morton's current company
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8 roles
Lucas Morton work experience
A career timeline built from the work history available for this profile.
Lending Operations Associate
Jul 2024 - Oct 2024
Associate Broker/ Account Manager
Oct 2023 - Jun 2024
Securities Analyst Project Associate
- Created a Case Study presentation and Investment thesis on Meta Inc. stock. Made forecasts and projection based on my own Discounted Cash Flow model and presented my findings to a panel of advisors.- Assisted in the creation of Wealth Advisor packets using the Bloomberg Terminal to pull past data, and make future projections. These packets were sent out each week to update the advisors on the state of the market, as well as the performance of the various funds and strategies that we are invested in. Data was used to show growth on a weekly, quarterly, and YTD basis.
Jun 2022 - Aug 2022
Sales Associate Intern
- Made phone calls on behalf of my Senior Partner, procuring sale and purchase agreements for Industrial properties.- Educated prospective clients on the tax benefits of a 1031 exchange
Jun 2021 - Aug 2021
Summer Intern
- Conducted independent market research and data analysis to assist and inform advisors- Built and maintained client relationships on the phone and in person- Executed trades based on best fit for the financial goals of our clients
Jun 2019 - Aug 2019
Intern
Municipal Finance Corporation
-Administrative tasks-Data Entry
Jun 2018 - Aug 2018
Sales Floor Associate
Jun 2017 - Oct 2017
3 education records
Lucas Morton education
Bachelor Of Business Administration - Bba, Finance And Real Estate
Chapman University
Bachelor'S Degree, Finance And Real Estate
University Of Colorado Boulder - Leeds School Of Business
High School Diploma
Oaks Christian School
FAQ
Frequently asked questions about Lucas Morton
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What company does Lucas Morton work for?
Lucas Morton works for CLS CRE.
What is Lucas Morton's role at CLS CRE?
Lucas Morton is listed as Senior Associate at CLS CRE.
Where is Lucas Morton based?
Lucas Morton is based in Culver City, California, United States while working with CLS CRE.
What companies has Lucas Morton worked for?
Lucas Morton has worked for Cls Cre, F2 Finance, Risk Placement Services, Inc., First Foundation Advisors, and Daum Commercial Real Estate Services.
How can I contact Lucas Morton?
You can use AeroLeads to view verified contact signals for Lucas Morton at CLS CRE, including work email, phone, and LinkedIn data when available.
What schools did Lucas Morton attend?
Lucas Morton holds Bachelor Of Business Administration - Bba, Finance And Real Estate from Chapman University.
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