Summary
Overview
Work History
Education
Skills
Timeline
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Lucas Yates

Summary

Professional Summary
Motivated and detail-oriented finance student with hands-on experience in wealth management and client portfolio development. Skilled in financial analysis, market research, and investment due diligence through an internship at J. Elliot Capital, supporting high-net-worth clients with tailored recommendations. Strong collaborator with proven ability to enhance client relationship management processes. Complemented by leadership experience in youth program management, demonstrating communication, organizational, and teamwork skills. Eager to apply analytical expertise and client-focused approach to a career in financial services.

Overview

2
2
years of professional experience

Work History

Wealth Management Intern

J. Elliot Capital
05.2025 - 09.2025
  • Assisted in preparing client portfolios through comprehensive financial analysis and research.
  • Analyzed market trends to support investment recommendations for high-net-worth clients.
  • Collaborated with team members to enhance client relationship management processes.
  • Conducted due diligence on potential investments, ensuring alignment with client objectives.

Recreation Leader II

Conejo Recreation and Parks District
03.2024 - 09.2025
  • Developed and implemented multiple youth curricula in alignment with CRPD standards, creating engaging and inclusive programs tailored to diverse student needs.
  • Led programs for up to 50 youth participants, ensuring smooth operations, safety, and meaningful learning experiences.
  • Built partnerships with schools, community centers, and parks to expand outreach and maximize the impact of youth services.

Education

Bachelor of Arts - Business Economics

University of California, Los Angeles
Los Angeles, CA
06-2027

Associate of Science - Business Economics

Moorpark College
Moorpark, CA
06-2025

High School Diploma -

Newbury Park Highschool
Newbury Park, CA
06-2023

Skills

  • Microsoft Excel
  • Portfolio management
  • Investment strategies
  • Client relations
  • Risk assessment
  • Project management

Timeline

Wealth Management Intern

J. Elliot Capital
05.2025 - 09.2025

Recreation Leader II

Conejo Recreation and Parks District
03.2024 - 09.2025

Bachelor of Arts - Business Economics

University of California, Los Angeles

Associate of Science - Business Economics

Moorpark College

High School Diploma -

Newbury Park Highschool

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Lucas Yates