Lucia Capital Group
Industry: Company
DescriptionSubsidiary: Lucia Securities, LLC
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Lucia Capital Group Employees
Employee
Years
Job
Industry
Nicole English Nicole English's Lucia Capital Group Experience March 2005 - Present
Job Director of Operations at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group March 2005 - Present
N.E. Business Enterprises June 2012 - Present
Skills
Series 7, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Series 63, Financial Planning, Mutual Funds, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
San Diego State University-California State University 1999 — 2005
Bachelor's Degree, Financial Services with a Certificate in Personal Financial Planning
Lucia Capital Group March 2005 - Present
N.E. Business Enterprises June 2012 - Present
Skills
Series 7, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management, Investment Strategies, Series 63, Financial Planning, Mutual Funds, Alternative Investments, Portfolio Management, Asset Allocation, Asset Management
Education
San Diego State University-California State University 1999 — 2005
Bachelor's Degree, Financial Services with a Certificate in Personal Financial Planning
Aaron Rosen, CFA Aaron Rosen, CFA's Lucia Capital Group Experience November 2014 - Present
Job Vice President, Research; Director of Due Diligence at Lucia Capital Group
Industry Investment Management
Experience
Lucia Capital Group November 2014 - Present
AIG Advisor Group September 2012 - November 2014
United Way of Metropolitan Atlanta February 2012 - September 2012
Brand October 2011 - January 2012
Irongate Capital Management, LLC June 2010 - September 2011
ICP Hedge Fund July 2008 - June 2010
Maestro August 2006 - July 2009
LCG Associates July 2005 - August 2006
Skills
Alternative Investments, Financial Modeling, Investments, Investment Management, Hedge Funds, Strategy, Valuation, Quantitative Analytics, Start-ups, Analysis, Asset Allocation, Investment Strategies, Competitive Analysis, Fixed Income, Equity Trading, Tactical Asset..., Performance Attribution, Qualitative Research, Entrepreneurship, Due Diligence
Education
Boston University 2001 — 2005
BSBA, Finance, Economics
Boston University - School of Management 2001 — 2005
BSBA, Finance
Lucia Capital Group November 2014 - Present
AIG Advisor Group September 2012 - November 2014
United Way of Metropolitan Atlanta February 2012 - September 2012
Brand October 2011 - January 2012
Irongate Capital Management, LLC June 2010 - September 2011
ICP Hedge Fund July 2008 - June 2010
Maestro August 2006 - July 2009
LCG Associates July 2005 - August 2006
Skills
Alternative Investments, Financial Modeling, Investments, Investment Management, Hedge Funds, Strategy, Valuation, Quantitative Analytics, Start-ups, Analysis, Asset Allocation, Investment Strategies, Competitive Analysis, Fixed Income, Equity Trading, Tactical Asset..., Performance Attribution, Qualitative Research, Entrepreneurship, Due Diligence
Education
Boston University 2001 — 2005
BSBA, Finance, Economics
Boston University - School of Management 2001 — 2005
BSBA, Finance
Kyle Uthe, CRPC®'s Lucia Capital Group Experience May 2013 - August 2015
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
Lucia Capital Group May 2013 - August 2015
RJL Wealth Management, LLC May 2013 - January 2014
Fidelity Investments February 2011 - January 2013
Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments
Education
Northern Kentucky University 2005 — 2010
Finance & Accounting, Bachelor of Science
Lucia Capital Group May 2013 - August 2015
RJL Wealth Management, LLC May 2013 - January 2014
Fidelity Investments February 2011 - January 2013
Skills
Asset Allocation, Diversification, Customer Service, Rebalancing, Research, Retirement Planning, Social Security Benefits, Financial Services, Wealth Management, Financial Planning, Portfolio Management, Securities, Sales, Series 7, Social Security, Retirement, Finance, Mutual Funds, Investments
Education
Northern Kentucky University 2005 — 2010
Finance & Accounting, Bachelor of Science
Nia-Emani Dickson Nia-Emani Dickson's Lucia Capital Group Experience April 2014 - Present
Job Support Advisor at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group April 2014 - Present
Lucia Securities, LLC April 2014 - Present
PNC August 2013 - January 2014
PNC August 2012 - August 2013
Howard University August 2009 - May 2012
ING Investment Management June 2011 - August 2011
Skills
Management, Project Management, Public Speaking, Event Planning, Time Management, Microsoft Word, Research, Community Outreach, Team Leadership, Customer Service, Social Media, Facebook, Six Sigma, Spanish-speaking, Retail Banking, Commercial Banking, Leadership Development, Investment Management, Merchant Services, Financial Risk, Microsoft Excel, Administrative..., Retail Sales, Restaurant Management
Education
Howard University 2008 — 2012
BBA, International Business-Finance
Universidad de Salamanca 2011 — 2011
Business in Spanish Culture
Lucia Capital Group April 2014 - Present
Lucia Securities, LLC April 2014 - Present
PNC August 2013 - January 2014
PNC August 2012 - August 2013
Howard University August 2009 - May 2012
ING Investment Management June 2011 - August 2011
Skills
Management, Project Management, Public Speaking, Event Planning, Time Management, Microsoft Word, Research, Community Outreach, Team Leadership, Customer Service, Social Media, Facebook, Six Sigma, Spanish-speaking, Retail Banking, Commercial Banking, Leadership Development, Investment Management, Merchant Services, Financial Risk, Microsoft Excel, Administrative..., Retail Sales, Restaurant Management
Education
Howard University 2008 — 2012
BBA, International Business-Finance
Universidad de Salamanca 2011 — 2011
Business in Spanish Culture
Margarita Tune's Lucia Capital Group Experience April 2015 - Present
Job Accounting Manager at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group April 2015 - Present
Lucia Capital Group February 2014 - March 2015
CUSO Financial Services, LP September 2012 - February 2014
CUSO Financial Services December 2011 - August 2012
CUSO Financial Services, LP August 2008 - November 2010
CUSO Financial Services, LP November 2007 - July 2008
Bona Fide Consulting August 2004 - March 2007
Skills
Accounting, Account Reconciliation, General Ledger, Financial Reporting, Financial Audits, GAAP, QuickBooks, Financial Analysis, Financial Services, Journal Entries, Revenue Recognition, Accounts Receivable, Accounts Payable, Financial Statements, Internal Controls, US GAAP, Financial Accounting, Great Plains Software, Microsoft Excel, Tax, Fixed Assets, Management, Cash Flow, Cash Management
Education
San Diego State University-California State University
MS, Accounting
Volgograd State University
MS, Economics
Volgograd State University
Bachelors, Business Administration
Lucia Capital Group April 2015 - Present
Lucia Capital Group February 2014 - March 2015
CUSO Financial Services, LP September 2012 - February 2014
CUSO Financial Services December 2011 - August 2012
CUSO Financial Services, LP August 2008 - November 2010
CUSO Financial Services, LP November 2007 - July 2008
Bona Fide Consulting August 2004 - March 2007
Skills
Accounting, Account Reconciliation, General Ledger, Financial Reporting, Financial Audits, GAAP, QuickBooks, Financial Analysis, Financial Services, Journal Entries, Revenue Recognition, Accounts Receivable, Accounts Payable, Financial Statements, Internal Controls, US GAAP, Financial Accounting, Great Plains Software, Microsoft Excel, Tax, Fixed Assets, Management, Cash Flow, Cash Management
Education
San Diego State University-California State University
MS, Accounting
Volgograd State University
MS, Economics
Volgograd State University
Bachelors, Business Administration
Sondra Forkner Sondra Forkner's Lucia Capital Group Experience October 2013 - Present
Job Advertising Compliance Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group October 2013 - Present
Lucia Securities, LLC Member FINRA/SIPC September 2011 - November 2014
First Allied Securities November 2007 - November 2011
RJL Wealth Management, LLC June 2009 - April 2010
RJL Wealth Management LLC January 2005 - June 2009
Raymond J. Lucia Companies, Inc. January 2005 - June 2009
Lucia Financial LLC October 2006 - May 2009
Securities America, Inc. Member FINRA/SIPC February 2005 - November 2007
Helix Trading, LLC January 2006 - December 2006
Global Resources, Ltd. Member NASD/SIPC February 2000 - November 2004
Skills
Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Strategic Financial..., Retirement, Investment Advisory, Retirement Planning, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, FINRA, Series 7, Securities, Mutual Funds, IRAs, Series 24, Asset Allocation, Financial Planning, Series 65, Variable Annuities
Education
La Jolla Country Day, Del Mar Elementary, Earl Warren Jr. High, San Dieguito High, Palomar College, Wharton 1959 — 2002
General Ed, Sciences, Dance, Financial-specific
Palomar College 1970 — 1973
Sciences, Dance, Health, 3.86
Lucia Capital Group October 2013 - Present
Lucia Securities, LLC Member FINRA/SIPC September 2011 - November 2014
First Allied Securities November 2007 - November 2011
RJL Wealth Management, LLC June 2009 - April 2010
RJL Wealth Management LLC January 2005 - June 2009
Raymond J. Lucia Companies, Inc. January 2005 - June 2009
Lucia Financial LLC October 2006 - May 2009
Securities America, Inc. Member FINRA/SIPC February 2005 - November 2007
Helix Trading, LLC January 2006 - December 2006
Global Resources, Ltd. Member NASD/SIPC February 2000 - November 2004
Skills
Wealth Management, Uniform Combined State..., Investments, Fixed Annuities, Strategic Financial..., Retirement, Investment Advisory, Retirement Planning, Financial Services, Alternative Investments, Series 63, Investment Strategies, Asset Management, FINRA, Series 7, Securities, Mutual Funds, IRAs, Series 24, Asset Allocation, Financial Planning, Series 65, Variable Annuities
Education
La Jolla Country Day, Del Mar Elementary, Earl Warren Jr. High, San Dieguito High, Palomar College, Wharton 1959 — 2002
General Ed, Sciences, Dance, Financial-specific
Palomar College 1970 — 1973
Sciences, Dance, Health, 3.86
Jennifer Arganbright's Lucia Capital Group Experience August 2015 - Present
Job Director of Communications at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2015 - Present
Lucia Capital Group June 2015 - August 2015
Lucia Capital Group February 2010 - June 2015
IKON Office Solutions July 2009 - October 2009
Skills
Copy Editing, Copywriting, Text Editing, Editing, Web Content, Content Writing, Content Marketing, Web Content Creation, Content Development, Executive..., Writing, Creative Writing, Technical Writing, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Gmail, Google Docs, Salesforce.com, Social Media, Pardot, Social Media Marketing, Email Marketing, MadCap Flare, Flare, Microsoft Office, WordPress, InDesign, Photoshop
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Japanese Language and Literature
Lucia Capital Group August 2015 - Present
Lucia Capital Group June 2015 - August 2015
Lucia Capital Group February 2010 - June 2015
IKON Office Solutions July 2009 - October 2009
Skills
Copy Editing, Copywriting, Text Editing, Editing, Web Content, Content Writing, Content Marketing, Web Content Creation, Content Development, Executive..., Writing, Creative Writing, Technical Writing, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Gmail, Google Docs, Salesforce.com, Social Media, Pardot, Social Media Marketing, Email Marketing, MadCap Flare, Flare, Microsoft Office, WordPress, InDesign, Photoshop
Education
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (B.A.), Japanese Language and Literature
David X. Williams David X. Williams's Lucia Capital Group Experience November 2013 - Present
Job Lucia Capital Group, Financial Advisor
Industry Education Management
Experience
LED Connection September 2014 - Present
Lucia Capital Group November 2013 - Present
LanguageXpress February 2006 - Present
SelectBuild August 1999 - February 2008
MDR Builders July 1995 - August 1999
Skills
Team Building, Spanish, Construction, Timberline, Materials, Translation, Interpretation, ESL Classes, Language Training, Spanish Classes, Mandarin Classes, French Classes, Russian Classes, Farsi Classes, Italian Classes, Process Scheduler, Contract Negotiation, Customer Service, Online Marketing, Public Relations, Microsoft Office, Language Teaching, Purchasing, Time Management, Event Planning, Sales, Teaching, Event Management, Leadership Development, Small Business, Leadership, Training, Budgets, Strategic Planning, Entrepreneurship, Management, Staff Development, Sage, Public Speaking, Social Networking, Construction Management, Social Media, Social Media Marketing, Marketing, Business Planning, Advertising, Marketing Strategy, Negotiation
Education
University of Phoenix 2003 — 2006
Bachelors
Afton Central 1990 — 1995
High School
LED Connection September 2014 - Present
Lucia Capital Group November 2013 - Present
LanguageXpress February 2006 - Present
SelectBuild August 1999 - February 2008
MDR Builders July 1995 - August 1999
Skills
Team Building, Spanish, Construction, Timberline, Materials, Translation, Interpretation, ESL Classes, Language Training, Spanish Classes, Mandarin Classes, French Classes, Russian Classes, Farsi Classes, Italian Classes, Process Scheduler, Contract Negotiation, Customer Service, Online Marketing, Public Relations, Microsoft Office, Language Teaching, Purchasing, Time Management, Event Planning, Sales, Teaching, Event Management, Leadership Development, Small Business, Leadership, Training, Budgets, Strategic Planning, Entrepreneurship, Management, Staff Development, Sage, Public Speaking, Social Networking, Construction Management, Social Media, Social Media Marketing, Marketing, Business Planning, Advertising, Marketing Strategy, Negotiation
Education
University of Phoenix 2003 — 2006
Bachelors
Afton Central 1990 — 1995
High School
Chris Olstad's Lucia Capital Group Experience March 2011 - Present
Job Director of Marketing at Lucia Capital Group
Industry Marketing and Advertising
Experience
Lucia Capital Group March 2011 - Present
RCG September 2007 - February 2011
Bear Stearns Asset Management September 2006 - June 2007
Williams Lea May 2004 - September 2006
Pro Unlimited / Temporary Staff at Goldman Sachs May 2003 - April 2004
New Horizons Computer Learning Center May 2002 - August 2002
Skills
Master of the Dark Arts, HTML, Dreamweaver, Photoshop, Windows, Microsoft Office, C++, Flash, Illustrator, Adobe Acrobat, Mac, Java, Unix, C, DOS, Access, Excel, PowerPoint, Visio, Word, Business Analysis, Outlook, Problem Solving, Databases, PHP, CSS, Programming, Microsoft Excel, Microsoft Word, Project Management, Management, Salesforce.com, CRM, Customer Service
Education
Boston University 1997 — 2001
BA, Computer Science
Raritan High School 1993 — 1997
Lucia Capital Group March 2011 - Present
RCG September 2007 - February 2011
Bear Stearns Asset Management September 2006 - June 2007
Williams Lea May 2004 - September 2006
Pro Unlimited / Temporary Staff at Goldman Sachs May 2003 - April 2004
New Horizons Computer Learning Center May 2002 - August 2002
Skills
Master of the Dark Arts, HTML, Dreamweaver, Photoshop, Windows, Microsoft Office, C++, Flash, Illustrator, Adobe Acrobat, Mac, Java, Unix, C, DOS, Access, Excel, PowerPoint, Visio, Word, Business Analysis, Outlook, Problem Solving, Databases, PHP, CSS, Programming, Microsoft Excel, Microsoft Word, Project Management, Management, Salesforce.com, CRM, Customer Service
Education
Boston University 1997 — 2001
BA, Computer Science
Raritan High School 1993 — 1997
Derek Bruton's Lucia Capital Group Experience August 2014 - Present
Job Chief Executive Officer at Lucia Capital Group
Industry Financial Services
Experience
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Lucia Capital Group August 2014 - Present
Big Brothers Big Sisters of San Diego County 2011 - December 2014
LPL Financial September 2007 - April 2014
TD Ameritrade March 2004 - September 2007
Merrill Lynch August 2001 - March 2004
Charles Schwab 1994 - 2001
The Portola Group 1992 - 1994
Mitsui & Co., Ltd. 1990 - 1992
Skills
Wealth Management, Financial Services, Management, Sales, Alternative Investments, Mutual Funds, Hedge Funds, Portfolio Management, Series 7, Series 24, Securities, Strategic Planning, Series 65, Retirement Planning, Fixed Annuities, Investment Advisory, Series 63, Investments, Equities, Asset Allocation, Investment Strategies, Fixed Income, Risk Management, Asset Management, 401k, Estate Planning, Insurance, FINRA, ETFs, Investment Management, Financial Advisory, Retirement, Business Strategy, Marketing Strategy, IRAs, Strategic Financial..., New Business Development, Morningstar, Leadership, Sales Management, Strategy, Relationship Management, Salesforce.com, Executive Management, Business Development, Wealth, Wealth Management..., Mergers & Acquisitions, Finance, Management Consulting
Education
Harvard Business School 2012 — 2012
Executive Leadership Progam
Stanford University 1985 — 1989
B.A., History and Sociology
Christian Whittaker's Lucia Capital Group Experience June 2008 - July 2009
Job Sales Representative at Nike Golf
Industry Sporting Goods
Experience
Nike Golf October 2013 - Present
Callaway Golf October 2012 - October 2013
Callaway Golf July 2011 - November 2012
Callaway Golf Company June 2010 - July 2011
Callaway Golf Company July 2009 - June 2010
Lucia Capital Group June 2008 - July 2009
Merrill Lynch May 2007 - June 2008
Skills
Sales, Sales Operations, Direct Sales, Sales Management, Account Management, Product Marketing, Sports Marketing, New Business Development, Product Management, Merchandising, Sporting Goods, Footwear, Team Leadership, Golf, Cross-functional Team..., Sales Presentations, Pricing, Customer Service, Inventory Management, Sports, Forecasting, Retail
Education
University of California, Davis 2002 — 2006
B.A., Communications, Managerial Economics
Nike Golf October 2013 - Present
Callaway Golf October 2012 - October 2013
Callaway Golf July 2011 - November 2012
Callaway Golf Company June 2010 - July 2011
Callaway Golf Company July 2009 - June 2010
Lucia Capital Group June 2008 - July 2009
Merrill Lynch May 2007 - June 2008
Skills
Sales, Sales Operations, Direct Sales, Sales Management, Account Management, Product Marketing, Sports Marketing, New Business Development, Product Management, Merchandising, Sporting Goods, Footwear, Team Leadership, Golf, Cross-functional Team..., Sales Presentations, Pricing, Customer Service, Inventory Management, Sports, Forecasting, Retail
Education
University of California, Davis 2002 — 2006
B.A., Communications, Managerial Economics
Daniel Repholz's Lucia Capital Group Experience January 2015 - Present
Job Producer for Marketing Department at Lucia Capital Group
Industry Broadcast Media
Experience
Toe on the Trigger Podcast July 2015 - Present
Lucia Capital Group January 2015 - Present
KKSM Radio June 2014 - Present
Skills
Podcasting, Audio Board, Celtx, Independent Film, Microsoft Office, Final Draft, Live Recording, Digital Recording, Music, Google Groups, Broadcast, Radio, Social Media, Video Production, Final Cut Pro, Video Editing, Radio Broadcasting, Voice Over, Video, Television, Media Production, Social Media Marketing, Audio Editing, Digital Media, Radio Production, Social Networking, Editing
Education
Palomar College 2013 — 2015
Radio, Television, and Digital Communication
Toe on the Trigger Podcast July 2015 - Present
Lucia Capital Group January 2015 - Present
KKSM Radio June 2014 - Present
Skills
Podcasting, Audio Board, Celtx, Independent Film, Microsoft Office, Final Draft, Live Recording, Digital Recording, Music, Google Groups, Broadcast, Radio, Social Media, Video Production, Final Cut Pro, Video Editing, Radio Broadcasting, Voice Over, Video, Television, Media Production, Social Media Marketing, Audio Editing, Digital Media, Radio Production, Social Networking, Editing
Education
Palomar College 2013 — 2015
Radio, Television, and Digital Communication
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY