Luciana Reis, Cfp®

Luciana Reis, Cfp® Email and Phone Number

Director of Finance @ Future Energy Solar
Boston, MA, US
Luciana Reis, Cfp®'s Location
Boston, Massachusetts, United States, United States
Luciana Reis, Cfp®'s Contact Details

Luciana Reis, Cfp® work email

Luciana Reis, Cfp® personal email

About Luciana Reis, Cfp®

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."

Luciana Reis, Cfp®'s Current Company Details
Future Energy Solar

Future Energy Solar

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Director of Finance
Boston, MA, US
Luciana Reis, Cfp® Work Experience Details
  • Future Energy Solar
    Director Of Finance
    Future Energy Solar
    Boston, Ma, Us
  • Lake Street Advisors
    Wealth Advisor
    Lake Street Advisors Nov 2021 - Aug 2024
    Boston, Massachusetts, United States
  • The Center For Hope And Healing Inc.
    Board Of Directors Member
    The Center For Hope And Healing Inc. Jan 2019 - Oct 2022
    Lowell, Ma
    The 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.
  • Reis Consulting, Llc
    Owner
    Reis Consulting, Llc Mar 2020 - Mar 2022
    Melrose, Massachusetts, United States
  • The Mfa Companies
    Tax Consultant
    The Mfa Companies Dec 2020 - Nov 2021
    Tewksbury, Massachusetts, United States
  • The Mfa Companies
    Director Of Strategic Solutions
    The Mfa Companies Sep 2017 - Mar 2020
    At 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.
  • Lake Street Advisors
    Financial Planner
    Lake Street Advisors Jun 2013 - Aug 2017
    Boston, Ma
    Lake 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
  • Mj Mortgage Corporation
    Compliance Officer & Loan Processor
    Mj Mortgage Corporation 2010 - Jun 2013
    Everett,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.
  • Abbott & Company
    Tax Accountant
    Abbott & Company Mar 2013 - May 2013
    Lexington, 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/
  • Warren Rentals
    Licensed Real Estate Sales Person
    Warren Rentals Feb 2012 - May 2013
    Boston
  • Independent Real Estate Professional
    Licensed Real Estate Sales Person
    Independent Real Estate Professional 2007 - 2013
    Greater 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.
  • Sovereign Bank
    Personal Banking Representative
    Sovereign Bank Jun 2007 - Aug 2008
    Boston
    - 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.
  • National Lending Corporation
    Loan Officer And Loan Processor
    National Lending Corporation 2003 - 2006
    Woburn
    - 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

Investments Real Estate Financial Analysis Microsoft Office Finance Customer Service Portfolio Management Bloomberg Bloomberg Terminal Marketing Financial Planning Financial Reporting Management Estate Planning Banking Tax Preparation Income Tax Negotiation Sap Outlook Portuguese Native Loan Origination Team Leadership Investment Properties Factset Compliance Direct Sales Sales Recruitment Tax Law Mortgage Compliance Real Estate Transactions Process Modeling Residential Mortgages Rentals Sales Microsoft Excel Financial Advisory Mortgage Lending Analysis Client Services Client Relations Strategic Planning Business Strategy User Experience Design Customer Experience User Experience Customer Relationship Management Creative Strategy Salesforce.com Business Consulting Entrepreneurship Business Growth Strategies

Luciana Reis, Cfp® Education Details

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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