James Lukezic Has Experience with Major Banking Institutions

James Lukezic is a finance professional in New York City, New York. He specializes in retirement planning services as well as fiduciary governance. He has more than 13 years of experience in this industry, and he has worked hard to build a successful career for himself. He earned an excellent education, and he was even a part time lecturer at Princeton University for two years. He is an ambitious professional who works hard to reach each of his goals. Throughout his career, he has worked with several major banking institutions.

Lukezic graduated from Cornell University with a Bachelor of Science. He then began his career in the financial industry with Merrill Lynch & Company. This financial institution is a household name throughout the United States. He participated in the company’s Junior Executive Training Program in New York City. After completing the program, Lukezic was selected to join the company. He became a Financial Analyst in the Offshore Funds and Private Investor Sales Division. He worked hard to develop his knowledge and hone his skills. He gained experience as a marketer and a relationship manager. He worked with clients who were located in New York, Miami, Santiago, Chile, and Buenos Aires.

Merrill Lynch & Co. was not the only major institution that James Lukezic worked for. He was also a relationship manager with Citigroup Global Markets, Bank of America, and Wells Fargo. While he was with these institutions, he was responsible for building positive business relationships with new clients, and well as maintaining positive business relationships with existing clients. Lukezic worked hard for each of these companies, and developed an excellent skill set. He chose to return to school, and enrolled in the Harvard Business School’s Executive Education in Marketing. He completed the program and went on to develop his career even further.

He is a Director of Investments with Oppenheimer & Company, Inc. where he provides corporate retirement plan services. He is highly knowledgeable in this field and is able to identify and select superior investment management services. He is able to create customized client portfolios by combining traditional investments with alternative investments during the asset allocation process. He always strives to meet his client’s needs, while meeting a strict investment criterion. He worked hard to develop this knowledge, and he has a strong knowledge of certain investment strategies and retirement plans. James Lukezic is a successful financial advisor who gained experience by working with a wide array of major banking institutions.

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