Tax Intern
Current
Jan 2024 - Present
AeroLeads people directory · profile
Samuel Lucero Email & Phone Number
Client Service Specialist, Future CFP
at
Parkshore Wealth Management
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Service Specialist, Future CFP
Location
Rexburg, Idaho, United States
Company size
Who is Samuel Lucero? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Samuel Lucero is listed as Client Service Specialist, Future CFP at Parkshore Wealth Management, a company with 7 employees, based in Rexburg, Idaho, United States. AeroLeads shows a matched LinkedIn profile for Samuel Lucero.
Samuel Lucero previously worked as Tax Intern at Parkshore Wealth Management and Course Specialist at Stukent. Samuel Lucero holds Bachelor Of Science In Business Finance--Minor In Economics, Business Finance, Gpa 3.97 from Brigham Young University - Idaho.
Company email context
Email format at Parkshore Wealth Management
This section adds company-level context without repeating Samuel Lucero's masked contact details.
Parkshore Wealth Management
Review company-level records connected to Samuel Lucero before choosing the right outreach path.
Profile bio
About Samuel Lucero
I'm enrolled at BYU-Idaho and entering my junior year. I hold my 3.97 GPA as a symbol of my diligence, consistency, hard work, and awe of learning. I've found passion in collaborating and strategizing with others, this is why I aspire to become a financial planner. I will accomplish this through excellent grades, furthering my education though graduate school, and landing financial internships.
Current workplace
Samuel Lucero's current company
Company context helps verify the profile and gives searchers a useful next step.
Parkshore Wealth Management
5 roles
Samuel Lucero work experience
A career timeline built from the work history available for this profile.
Course Specialist
I scheduled demos for higher Ed courseware. This entailed cold calling, crafting and sending tailored, professional emails, mining for new prospects, and managing CRM accounts of universities and professors for 10 states.
Nov 2021 - Feb 2023
Teachers Assistant (Bus 101)
Sep 2021 - Jan 2022
Amazon Associate Driver
Nov 2020 - Jan 2021
Service Missionary
Weekly: Service projects, training other missionaries. Daily: Goal setting, planning, teaching, cold contacting, studies, American Sign Language studies.
Jun 2018 - Oct 2020
Team & coworkers
Colleagues at Parkshore Wealth Management
Other employees you can reach at pwmadvisor.com. View company contacts for 7 employees →
ST
Sam Taylor
Colleague at Parkshore Wealth ManagementRexburg, Idaho, United States, United States
View →
HA
Harold Anderson, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States, United States
View →
PL
Pamela Liggett
Colleague at Parkshore Wealth ManagementShingle Springs, California, United States, United States
View →
DA
Daniel Andersen, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States, United States
View →
JW
Jodi Weight
Colleague at Parkshore Wealth ManagementOrangevale, California, United States, United States
View →
AL
Amanuel Lemma
Colleague at Parkshore Wealth ManagementGreater Seattle Area, United States
View →
Sam Taylor
Colleague at Parkshore Wealth ManagementRexburg, Idaho, United States, United States
View →
HA
Harold Anderson, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States, United States
View →
PL
Pamela Liggett
Colleague at Parkshore Wealth ManagementShingle Springs, California, United States, United States
View →
DA
Daniel Andersen, Cfp®
Colleague at Parkshore Wealth ManagementRoseville, California, United States, United States
View →
JW
Jodi Weight
Colleague at Parkshore Wealth ManagementOrangevale, California, United States, United States
View →
AL
Amanuel Lemma
Colleague at Parkshore Wealth ManagementGreater Seattle Area, United States
View →
1 education record
Samuel Lucero education
FAQ
Frequently asked questions about Samuel Lucero
Quick answers generated from the profile data available on this page.
What company does Samuel Lucero work for?
Samuel Lucero works for Parkshore Wealth Management.
What is Samuel Lucero's role at Parkshore Wealth Management?
Samuel Lucero is listed as Client Service Specialist, Future CFP at Parkshore Wealth Management.
Where is Samuel Lucero based?
Samuel Lucero is based in Rexburg, Idaho, United States while working with Parkshore Wealth Management.
What companies has Samuel Lucero worked for?
Samuel Lucero has worked for Parkshore Wealth Management, Stukent, Brigham Young University - Idaho, Amazon Fullfilment Center, and The Church Of Jesus Christ Of Latter-Day Saints.
Who are Samuel Lucero's colleagues at Parkshore Wealth Management?
Samuel Lucero's colleagues at Parkshore Wealth Management include Sam Taylor, Harold Anderson, Cfp®, Pamela Liggett, Daniel Andersen, Cfp®, and Jodi Weight.
How can I contact Samuel Lucero?
You can use AeroLeads to view verified contact signals for Samuel Lucero at Parkshore Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Samuel Lucero attend?
Samuel Lucero holds Bachelor Of Science In Business Finance--Minor In Economics, Business Finance, Gpa 3.97 from Brigham Young University - Idaho.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Samuel Lucero you were looking for.
Samuel Lucero
1 email domain
Samuel Lucero
1 email domain
Samuel Lucero
2 email domains
Samuel Lucero
1 email domain