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Lucas Wise Email & Phone Number

Investment Solutions Representative at Fidelity Investments
Location: United States 11 work roles 1 school
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Current company
Fidelity Investments
Role
Investment Solutions Representative
Location
United States
Company size
83148 employees

Who is Lucas Wise? Overview

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Quick answer

Lucas Wise is listed as Investment Solutions Representative at Fidelity Investments, a with 83148 employees, based in United States. AeroLeads shows a matched LinkedIn profile for Lucas Wise.

Lucas Wise previously worked as Fixed Income Specialist at Fidelity Investments and Customer Resource Advocate at Fidelity Investments. Lucas Wise holds Bachelor Of Science - Bs, Global Supply Chain Management from Northern Kentucky University.

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Fidelity Investments

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Profile bio

About Lucas Wise

Started my career in Logistics. 3+ years of Supply Chain experience. Graduate from NKU with a Bachelors of Science in Business Administration focused in Global Supply Chain Management. Transitioned into Retail Finance and Personal Investing. Obtained Finra series 66, 63, SIE and 7 licenses.

Listed skills include Leadership, Auditing, Writing, Information Technology, and 46 others.

Current workplace

Lucas Wise's current company

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Fidelity Investments
Fidelity Investments
Investment Solutions Representative
United States
Website
fidelity.com
Employees
83148
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Company profile
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11 roles

Lucas Wise work experience

A career timeline built from the work history available for this profile.

Investment Solutions Representative

Current
Fidelity Investments

Boston, Ma, Us

Providing investment direction by using guidance tools to match needs with suitable solutions such as products, research, and/or services.Developing and positioning mutual funds, fixed income products, and discretionary money management services to existing customers or prospective customersHosting conversations about domestic and foreign financial markets, market trends, economic indicators, investment concepts, solutions, and strategies

Oct 2022 - Present

Customer Resource Advocate

Fidelity Investments

Boston, Ma, Us

Provide exceptional customer service to clients, responding to inquiries and requests in a timely manner.Utilize Fidelity’s systems and tools to accurately process transactions and resolve client issues.Develop an understanding of the products and services offered by Fidelity Investments, including mutual funds, stocks, bonds, retirement accounts, and other investments.Educate customers on how to use Fidelity’s online platforms and mobile applications.Assist with account openings, transfers, and maintenance.Identify opportunities for cross-selling additional products and services.Maintain accurate records of all customer interactions.

Aug 2021 - Sep 2022

Sales Support Specialist

Impact Group

Boise, Id, Us

Mar 2021 - Jul 2021

Order Processor

Road Id

Covington, Kentucky, Us

Aug 2020 - Mar 2021

Shift Team Lead

Northern Kentucky University

Highland Heights, Ky, Us

Assist in the functional operation of the campus food pantry at NKU. Responsible for resupply initiatives and product delivery.

Aug 2019 - Mar 2021

Student

Northern Kentucky University

Highland Heights, Ky, Us

Graduated from Northern Kentucky University. Earned a Bachelor's of Science in Business Administration focus on Supply Chain Management.

Jan 2019 - Mar 2021

Fulfillment Associate

Amazon

Seattle, Wa, Us

Seasonal Associate.

Nov 2020 - Jan 2021

Sales Rep

Polymer Logistics

Riverside, California, Us

Maintain control of Midwest (Kentucky, Tennessee, Ohio, Indiana, Virginia, Atlanta) sales territory through auditing processes. Meet with clients directly to discuss business opportunities while managing service expectations. Following up on contract obligations meeting company goals and deadlines.

Aug 2018 - Dec 2018

Logistics

Total Quality Logistics

Cincinnati, Ohio, Us

Provide accurate and efficient supply chain solutions. Acquire clients via telephone salesmanship. Maintain accounts of all sizes in Manufacturing and Produce industries. Negotiate b2b contracts on a daily basis. Solve problems quickly and creatively while providing industry leading customer service.

Jul 2017 - Jul 2018
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 83148 employees →

ES Eric Smyrl Eric Smyrl Colleague at Fidelity InvestmentsManchester, New Hampshire, United States View → CW Chase Wagner Chase Wagner Colleague at Fidelity InvestmentsGreater Boston, United States View → MK Meara Kelleher Meara Kelleher Colleague at Fidelity InvestmentsDallas-Fort Worth Metroplex, United States View → CB Carly Barrett Carly Barrett Colleague at Fidelity InvestmentsUnited Kingdom View → GF Geovanny Filpo Geovanny Filpo Colleague at Fidelity InvestmentsProvidence County, Rhode Island, United States View → AM Andrew Megia Andrew Megia Colleague at Fidelity InvestmentsSan Francisco Bay Area, United States View → BS Barry Schweitzer Barry Schweitzer Colleague at Fidelity InvestmentsNewport, Kentucky, United States View → CB Caroline Breslin Caroline Breslin Colleague at Fidelity InvestmentsWest Newton, Massachusetts, United States View → SP Sam Porter Sam Porter Colleague at Fidelity InvestmentsContact Info, United States View → LB Lola Braxton Lola Braxton Colleague at Fidelity InvestmentsPawtucket, Rhode Island, United States View →
1 education record

Lucas Wise education

  • Northern Kentucky University
    Northern Kentucky University
    Global Supply Chain Management
FAQ

Frequently asked questions about Lucas Wise

Quick answers generated from the profile data available on this page.

What company does Lucas Wise work for?

Lucas Wise works for Fidelity Investments.

What is Lucas Wise's role at Fidelity Investments?

Lucas Wise is listed as Investment Solutions Representative at Fidelity Investments.

Where is Lucas Wise based?

Lucas Wise is based in United States while working with Fidelity Investments.

What companies has Lucas Wise worked for?

Lucas Wise has worked for Fidelity Investments, Impact Group, Road Id, Northern Kentucky University, and Amazon.

Who are Lucas Wise's colleagues at Fidelity Investments?

Lucas Wise's colleagues at Fidelity Investments include Eric Smyrl, Chase Wagner, Meara Kelleher, Carly Barrett, and Geovanny Filpo.

How can I contact Lucas Wise?

You can use AeroLeads to view verified contact signals for Lucas Wise at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Lucas Wise attend?

Lucas Wise holds Bachelor Of Science - Bs, Global Supply Chain Management from Northern Kentucky University.

What skills is Lucas Wise known for?

Lucas Wise is listed with skills including Leadership, Auditing, Writing, Information Technology, Freight Transportation, Social Media, Public Speaking, and Supply Chain Optimization.

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