Luciana Reis, Cfp® Email and Phone Number
Luciana Reis, Cfp® work email
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Luciana Reis, Cfp® personal email
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Luciana Reis, Cfp® is a Director of Finance at Future Energy Solar. They possess expertise in investments, real estate, financial analysis, microsoft office, finance and 47 more skills. They is proficient in Spanish and Italian. Colleagues describe them as "Luciana is a pleasure to work with...personable, reliable and very knowledgeable. She has a keen sense of what is important and how to solve problems in an efficient and effective manner. " and "I had the privilege of working with Luciana for multiple years on a mutual high net worth client. I was part of the tax team while Luciana was part of the investment advisory team. Both our groups worked together on a frequent basis to exchange information, voice concerns, and plan for the future interests of the client. Luciana’s professionalism and ability to manage her client needs was evident in all exchanges that I had with her. Luciana was always available and willing to look into any financial transactions that we were unsure of and she always assisted us in tying up any loose ends that would arise as the filing deadlines approached. Her regard for her client’s wellbeing and her desire to create value was pervasive. I definitely would welcome and appreciate the opportunity to work with Luciana again in the future."
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Director Of FinanceFuture Energy SolarBoston, Ma, Us -
Wealth AdvisorLake Street Advisors Nov 2021 - Aug 2024Boston, Massachusetts, United States -
Board Of Directors MemberThe Center For Hope And Healing Inc. Jan 2019 - Oct 2022Lowell, MaThe Center for Hope and Healing Inc. has served survivors of sexual assault and their loved ones in the Greater Lowell area over the past 40 years. We are an anti-oppression and multicultural agency with a vision of a world free of sexual violence. -
OwnerReis Consulting, Llc Mar 2020 - Mar 2022Melrose, Massachusetts, United States
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Tax ConsultantThe Mfa Companies Dec 2020 - Nov 2021Tewksbury, Massachusetts, United States
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Director Of Strategic SolutionsThe Mfa Companies Sep 2017 - Mar 2020At The MFA Companies, our first and most important priority is supporting and growing the financial vitality of our customers and their businesses. How we go about supporting you in engineering that growth is unlike any other relationship you’ve encountered.We’re in the business of changing lives, and it’s important to us to live up to that potential. In an environment in which the ability to focus on the future distinguishes performers from nonperformers, we’re eager to lead the way in guiding our customers to their envisioned success.
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Financial PlannerLake Street Advisors Jun 2013 - Aug 2017Boston, MaLake Street Advisors, LLC is an independent, fee-only wealth advisory firm. We advise on over $3.5 billion in assets, employing a conflict-free investment approach that allows for unbiased advice and execution. With offices in Boston, MA and Portsmouth, NH, our dedicated teams apply business discipline to the many elements of personal financial strategy including investments, taxes, philanthropy, estate planning, and family governance and education.www.lakestreetadvisors.com -
Compliance Officer & Loan ProcessorMj Mortgage Corporation 2010 - Jun 2013Everett,Ma- Analyzed clients’ financial position and goals to recommend appropriate home financing/refinancing solutions.- Executed internal audit procedures on post-closing mortgage transactions exceeding $20,000,000 in volume.- Analyzed routine data processes and tested controls to ensure transactions complied with federal and state regulations.- Researched and interpreted federal laws and regulations to assist in improving daily operations and business practices.- Developed and provided compliance training to all employees and enforced best practices, work ethics, and teamwork.- Utilized technology to streamline business processes, increase efficiency in the loan-processing department, and enhance service delivery.
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Tax AccountantAbbott & Company Mar 2013 - May 2013Lexington, Ma"Abbott & Company provides clients with tax expertise and guidance throughout the year. We prefer to take a proactive vs. reactive approach to tax services. By keeping up-to-the-minute on new tax laws and legislation, we are in a position to identify key tax planning opportunities. This approach allows us to help clients minimize current and future tax liabilities.By developing comprehensive strategies that are consistently measured and monitored, Abbott & Company helps business clients meet their goals for growth and profitability. We serve as a sounding board for management, while providing powerful guidance on a continual basis. We take the utmost pride in our clients' achievements. When you succeed, we succeed."https://abbottandcompany.net/about-us/ -
Licensed Real Estate Sales PersonWarren Rentals Feb 2012 - May 2013Boston
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Licensed Real Estate Sales PersonIndependent Real Estate Professional 2007 - 2013Greater Boston Area- Generated $40,000 in summer sales commissions as lead leasing agent.- Developed and maintained long-term relationships with clients, realtors and landlords to increase yearly sales.- Assessed and monitored student niche markets in the Greater Boston area to acquire listings and secure leasing contracts.- Organized daily showings, lead management, and client follow-up and support activities.- Analyzed real estate market trends and financial indicators to identify investment opportunities for prospective buyers.
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Personal Banking RepresentativeSovereign Bank Jun 2007 - Aug 2008Boston- Expanded and retained client relationships and referrals by utilizing excellent interpersonal skills and cross-selling strategies.- Provided exceptional customer service by responding to customer requests in an effective and prompt manner, always exceeding the customer’s expectations.- Collaborated with team members and management to increase branch sales and contribute ideas to marketing activities.- Assisted clients with their personal and business banking needs, which also included managing customer portfolios and cross-selling Sovereign products and services including annuities, investments and insurance products. - Provided consumer loan solutions to customers from origination to closing.- Always achieved and exceeded sales goals. -
Loan Officer And Loan ProcessorNational Lending Corporation 2003 - 2006Woburn- Recruited, trained, and supervised junior loan officers to develop selling techniques, comply with industry standards, and originate loans.- Performed financial analysis and evaluated creditworthiness of residential and commercial borrowers, and recommended appropriate financing options.- Analyzed, reviewed, and processed mortgage transactions from pre-approval to closing stage.
Luciana Reis, Cfp® Skills
Luciana Reis, Cfp® Education Details
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Summa Cum Laude -
Magna Cum Laude -
Medford High School
Frequently Asked Questions about Luciana Reis, Cfp®
What company does Luciana Reis, Cfp® work for?
Luciana Reis, Cfp® works for Future Energy Solar
What is Luciana Reis, Cfp®'s role at the current company?
Luciana Reis, Cfp®'s current role is Director of Finance.
What is Luciana Reis, Cfp®'s email address?
Luciana Reis, Cfp®'s email address is mr****@****ail.com
What schools did Luciana Reis, Cfp® attend?
Luciana Reis, Cfp® attended Bentley University, Bentley University, Medford High School.
What skills is Luciana Reis, Cfp® known for?
Luciana Reis, Cfp® has skills like Investments, Real Estate, Financial Analysis, Microsoft Office, Finance, Customer Service, Portfolio Management, Bloomberg, Bloomberg Terminal, Marketing, Financial Planning, Financial Reporting.
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