Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Lucas Ragusa

Canton,Massachusetts

Summary

Detail-oriented and dependable financial services professional with FINRA Series 7 and 66 certifications, skilled in client account management, regulatory compliance, and sales support. Experienced in building strong client relationships and delivering exceptional service, with a proven ability to lead teams and collaborate effectively under deadlines. Adept at multitasking in fast-paced environments while maintaining accuracy and a team-first mindset. Eager to apply these skills and certifications to support clients’ financial goals in a financial advisory or wealth management role.

Overview

5
5
years of professional experience
1
1
Certification

Work History

New Accounts Associate

Commonwealth Financial Network
08.2024 - Current
  • Deliver critical support to financial advisors and internal departments through professional, solutions-focused phone communication.
  • Open and maintain advisory and brokerage accounts, ensuring compliance with regulatory requirements and firm policies.
  • Fulfill audit obligations by accurately documenting account activity and adhering to internal control standards.
  • Enhance client accounts by processing feature additions and service updates with precision and efficiency.

Sales & Marketing Intern

Atlantic Insurance Group Agency
05.2023 - 08.2023
  • Developed and implemented targeted social media marketing campaigns that increased brand visibility and contributed to lead generation and sales growth.
  • Helped clients understand their insurance policies and guided them through claims, while also identifying additional services that matched their needs.
  • Demonstrated willingness and interest in learning new tasks and skills.

Professional Mover

Can't Stop Moving
05.2023 - 08.2023
  • Supervised and coordinated a team of movers to ensure smooth, on-time operations across Boston and surrounding areas.
  • Provided responsive, high-quality customer service by quickly resolving issues and maintaining strong client satisfaction throughout each move.

Laborer

Ragusa Companies
05.2022 - 01.2023
  • Completed excavation, land clearing, and snow removal projects with a strong focus on efficiency, safety, and meeting tight deadlines.
  • Collaborated closely with team members to coordinate tasks and ensure successful, on-schedule project completion.

Assistant Mason

Bohane Masonry
05.2021 - 08.2021
  • Supported the head mason on patios, walkways, and chimney projects, maintaining high standards of quality and precision.
  • Maintained clear communication with clients regarding project progress, enhancing client satisfaction and trust.

Driver Helper

United Parcel Service, UPS
06.2020 - 08.2020
  • Collaborated with package handlers to efficiently load and sort orders, optimizing delivery routes for maximum productivity.
  • Ensured timely and accurate deliveries to various locations, contributing to overall operational efficiency and customer satisfaction.

Education

Bachelor of Science - Finance

University of New Hampshire
NH
05-2024

Skills

  • Client Relationship Management
  • Financial Product Knowledge
  • Customer Service & Issue Resolution
  • Time Management & Multitasking
  • Verbal & Written Communication
  • Team Leadership

Certification

  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 7 – General Securities Representative
  • FINRA Series 66 – Uniform Combined State Law Examination

Timeline

New Accounts Associate

Commonwealth Financial Network
08.2024 - Current

Sales & Marketing Intern

Atlantic Insurance Group Agency
05.2023 - 08.2023

Professional Mover

Can't Stop Moving
05.2023 - 08.2023

Laborer

Ragusa Companies
05.2022 - 01.2023

Assistant Mason

Bohane Masonry
05.2021 - 08.2021

Driver Helper

United Parcel Service, UPS
06.2020 - 08.2020

Bachelor of Science - Finance

University of New Hampshire

Similar Profiles

CREATE PROFILE