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.
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Senior AssociateCls Cre Dec 2024 - Present
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Lending Operations AssociateF2 Finance Jul 2024 - Oct 2024Santa Monica, California, Us -
Associate Broker/ Account ManagerRisk Placement Services, Inc. Oct 2023 - Jun 2024Rolling Meadows, Illinois, Us -
Securities Analyst Project AssociateFirst Foundation Advisors Jun 2022 - Aug 2022- 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. -
Sales Associate InternDaum Commercial Real Estate Services Jun 2021 - Aug 2021Los Angeles, Ca, Us- 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 -
Summer InternMorgan Stanley Jun 2019 - Aug 2019New York, Ny, Us- 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 -
InternMunicipal Finance Corporation Jun 2018 - Aug 2018-Administrative tasks-Data Entry
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Sales Floor AssociateFoot Locker Jun 2017 - Oct 2017New York City, New York, Us
Lucas Morton Education Details
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Chapman UniversityFinance And Real Estate -
University Of Colorado Boulder - Leeds School Of BusinessFinance And Real Estate
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Oaks Christian SchoolHigh School Diploma
Frequently Asked Questions about Lucas Morton
What company does Lucas Morton work for?
Lucas Morton works for Cls Cre
What is Lucas Morton's role at the current company?
Lucas Morton's current role is Senior Associate @ CLS CRE | CRE Mortgage Broker.
What schools did Lucas Morton attend?
Lucas Morton attended Chapman University, University Of Colorado Boulder - Leeds School Of Business, Oaks Christian School.
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