Lucas Schachter's Location
Boca Raton, Florida, United States, United States
Lucas Schachter's Contact Details
Lucas Schachter work email
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Lucas Schachter personal email
n/a
About Lucas Schachter
Lucas Schachter is a Founder & CEO at Schachter Financial LLC. He possess expertise in wealth management, customer service, financial planning, investment advisory services, investment planning and 19 more skills.
Lucas Schachter Work Experience Details
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Founder & CeoSchachter Financial Llc Apr 2024 - PresentAs the Founder and CEO of Schachter Financial LLC, my role encompasses a wide array of responsibilities aimed at steering the organization towards success and sustainable growth. I am dedicated to driving innovation and excellence in the financial services industry. I lead our strategic vision, guiding the development of tailored solutions that empower our clients to achieve their financial goals. In my role, I oversee all aspects of the business, from strategic planning and operations to team development and client engagement. I am passionate about fostering a collaborative culture that encourages creativity and growth, ensuring our team is equipped to deliver exceptional results. By building strong relationships with clients and industry partners, I strive to create a trusted network that enhances our service offerings. My commitment to integrity and ethical practices is at the core of our mission, positioning Schachter Financial as a leader in providing comprehensive financial solutions. Together, we are transforming the way individuals approach their financial futures, one client at a time. -
Chief Revenue OfficerCma Financial Llc Feb 2024 - Apr 2024Responsible for all revenue related functions in the organization. Driving better integration and alignment for sales and revenue management.
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Vice President / Head Of Debt SettlementCma Financial, Llc Nov 2023 - Feb 2024CMA Financial, LLC, employs a highly consultative approach to deeply understand the needs of its clients and the history of their hardships. With this understanding of our clients’ needs, CMA Financial, LLC, tailors' debt relief options that include debt resolution programs. We have used this personalized approach to successfully resolve our clients unsecured debts.Responsible for the oversight of all revenue and operations.
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Senior Manager Of SalesStrategic Financial Solutions Ny Jan 2022 - Nov 2023Amherst, New York, UsRun a team of motivated Financial Consultants, helping each of them reach their top potential and perform at the highest level. In addition, I run a team of Managers. My main priority is to train and develop them into strong Leaders over the course of 12 - 24 months, preparing them for the next step in their career. -
Manager Of SalesStrategic Financial Solutions Ny Sep 2019 - Dec 2021Amherst, New York, UsRun a team of motivated Financial Consultants, helping each of them reach their top potential and perform at the highest level. We train and guide each individual at their own pace from day one. Each day consists of one on ones, coaching sessions, role playing sessions, and team meetings.
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Associate Manager Of SalesStrategic Financial Solutions Ny Sep 2018 - Aug 2019Amherst, New York, UsBy using a unique approach to deeply understand the needs of my clients history and hardships, I tailor debt relief options that include debt consolidation loans, and debt resolution strategies. In addition, I run a team of Financial Consultants. I train and develop each individual into top tier performers that exceed sales targets year after year.
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Sr. Financial ConsultantStrategic Financial Solutions Ny Feb 2017 - Aug 2018Amherst, New York, UsI help people who are burdened with debt by providing a personalized approach to regain control of their financial future. By using a unique approach to deeply understand the needs of my clients history and hardships, I tailor debt relief options that include debt consolidation loans, and debt resolution strategies.
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Financial ProfessionalAxa Advisors, Llc Nov 2013 - Jan 2017-Retirement Planning: Develop retirement plans and defined benefit plans for individuals, businesses, and nonprofit organizations.-College Planning: Assist families in comprehensive planning for their children/grandchildren's college education utilizing tax efficient strategies.-Asset protection strategies: Work with individuals in order to minimize the risk of loss from the hazards of business and personal liability.-Insurance: Implement various strategies within a client's overall financial plan, utilizing insurance products to hedge against the risk of potential loss.AXA Advisors, LLC (NY, NY), member SIPC. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V
Lucas Schachter Skills
Wealth Management
Customer Service
Financial Planning
Investment Advisory Services
Investment Planning
Financial Services
Financial Strategy
Insurance Planning
Long Term Care
Estate Planning
Retirement Planning
Business Succession Planning
Executive Benefits Planning
Education Planning
Client Education
Social Media
Risk Management
Wealth Preservation
Estate Conservation Strategies
Tax Efficient Investing Strategies
Tax Deferred Investment Planning
Pension Distribution Planning
Ira Distribution Planning
401 Distribution Planning
Lucas Schachter Education Details
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Johnson & Wales UniversityGeneral
Frequently Asked Questions about Lucas Schachter
What company does Lucas Schachter work for?
Lucas Schachter works for Schachter Financial Llc
What is Lucas Schachter's role at the current company?
Lucas Schachter's current role is Founder & CEO.
What is Lucas Schachter's email address?
Lucas Schachter's email address is lu****@****.com.au
What schools did Lucas Schachter attend?
Lucas Schachter attended Johnson & Wales University.
What skills is Lucas Schachter known for?
Lucas Schachter has skills like Wealth Management, Customer Service, Financial Planning, Investment Advisory Services, Investment Planning, Financial Services, Financial Strategy, Insurance Planning, Long Term Care, Estate Planning, Retirement Planning, Business Succession Planning.
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