Nick Lucas Email and Phone Number
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Nick Lucas is a Head of Sales Enablement, Financial Advisor Services at Vanguard.
Vanguard
View- Website:
- vanguard.com
- Employees:
- 19280
-
Head Of Sales Enablement, Financial Advisor ServicesVanguard Jun 2024 - Present -
Senior Manager, Corporate StrategyVanguard Aug 2020 - May 2024Malvern, Pennsylvania, United States -
Chief Operating Officer, AsiaVanguard Asia Jul 2018 - Jul 2020Hong KongMember of Asia Executive team overseeing Finance & Operations for Vanguard’s business in Asia, including financial planning and analysis, controller functions, risk management, operations, client services, facilities, and administration.
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Finance Director, AsiaVanguard Hong Kong Sep 2017 - Jul 2018Hong KongManaged financial planning and analysis team and financial control team for Vanguard’s Asia business. Performed P&L analysis and reported results to Asia executive team. Conducted competitive pricing analysis, performed annual business planning and quarterly reforecasting. Oversaw capital adequacy monitoring and completion of required regulatory filings for all Asian legal entities.
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Head Of Internal Audit, Asia PacificVanguard Investments Australia Jun 2014 - Sep 2017Melbourne, AustraliaConducted risk-based assurance and advisory audits of Vanguard’s Asia Pacific business, including operations in Australia, Hong Kong, Japan, and Singapore. Developed and executed annual audit plan to provide independent assurance to Audit Committee. Delivered audit reports to executives and held management accountable to remediating risk exposures. Managed relationship with Vanguard's external auditors who performed statutory audit work. -
Senior AuditorVanguard Jan 2012 - Jun 2014Greater Philadelphia AreaManaged multiple audits and audit teams to perform risk-based audits of non-US business operations, global shared services, and compliance with regulatory requirements. Engaged business management to discuss audit results and ensure timely remediation of risks. Assessed staffing levels and plan audit resourcing for Global Audit Services team. Developed and maintained the global audit universe depicting audit commitments for Vanguard’s global business. Managed employees rotating through the Global Audit Services team and provided developmental coaching and feedback. Participated in 6-month secondment to office in Melbourne, Australia. -
AuditorVanguard Aug 2010 - Jan 2012Greater Philadelphia AreaPerformed risk-based and regulatory audits of Vanguard's retail investor business. Completed risk and control assessments, audit planning, testing, and reporting of audit findings. -
Financial Administrator, Acceleration Into Financial Professional (Afp)Vanguard Aug 2009 - Aug 2010Greater Philadelphia AreaOne of Vanguard's leadership development programs. Participated in rotations through Internal Audit, Corporate Finance, and Fund Investment Operations.
Nick Lucas Education Details
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Executive Mba -
Managerial Economics
Frequently Asked Questions about Nick Lucas
What company does Nick Lucas work for?
Nick Lucas works for Vanguard
What is Nick Lucas's role at the current company?
Nick Lucas's current role is Head of Sales Enablement, Financial Advisor Services.
What is Nick Lucas's email address?
Nick Lucas's email address is lu****@****ast.net
What is Nick Lucas's direct phone number?
Nick Lucas's direct phone number is +161040*****
What schools did Nick Lucas attend?
Nick Lucas attended The Wharton School, Lycoming College.
Who are Nick Lucas's colleagues?
Nick Lucas's colleagues are Steve Speers, Donna Olson, Nina Kopy, Elizabeth Johnson, Laura Jobe, Cameel Walker-Hellams, Daniel Armenti Jr.
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Nick Lucas
Roswell, Ga -
Nick Lucas
San Francisco Bay Area
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