Matthew Lucas
Financial Advisor
Columbus,Ohio
Summary
Dynamic Client Service Representative at Stifel with a proven track record in client relations and investment planning. Expert in conducting in-depth research and leveraging interpersonal skills to enhance client networks, resulting in significant asset growth. Adept at problem-solving under pressure, ensuring optimal strategies and seamless client interactions.
Overview
10
10
years of professional experience
3
3
Certifications
Work History
Client Service Representative
Stifel
Dayton, Ohio
04.2022 - Current
- Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
- Participated in regular meetings with my FA and clients, discussing life goals, strategies for performance, and ongoing challenges unique to each situation.
- Organized relevant documentation for client interactions, ensuring a thorough understanding of individual needs and facilitating seamless meetings between the FA and clients.
- Conducted through research regarding mutual funds, ETF's, stocks, and bonds, helping the team to optimize their strategies and gain valuable knowledge of the industry.
- Leveraged interpersonal connections to help my FA build and deepen the existing client network, converting significant asset pools into 20 Million of new AUM.
Sports Analyst
Lineal Combat
Las Vegas, Nevada
07.2015 - 03.2022
- Developed a comprehensive sports analysis framework, used to discover pricing inefficiencies within the sports betting markets.
- Enhanced the framework by conducting thorough statistical analysis and identifying specific strengths and weaknesses of each contestant.
- Employed dedicated bankroll management strategies to maximize returns while eliminating catastrophic risks.
- Success as an independent operator required diligent time management, strength of character, and endurance, ensuring performance during high-pressure situations and volatile results.
Education
Some College (No Degree) - Political Science
University of Cincinnati
Cincinnati, OH 05.2001 -
High School Diploma -
Bellbrook High School
Bellbrook, Ohio 05.2001 -
Skills
Client relations
Problem-solving
Investment planning
Sales and marketing
Insurance decisions
Accomplishments
- Passed my Series 7, and Series 66 exams in 2023
- Attained my life and health insurance licenses in 2025.
- Produced eight consecutive years of profit as a sports analyst, achieving a positive ROI each year in the business.
Certification
Series 7
Timeline
Health and Life Insurance
09-2025
Series 7
08-2023
Series 66
08-2023
Client Service Representative
Stifel
04.2022 - Current
Sports Analyst
Lineal Combat
07.2015 - 03.2022
Some College (No Degree) - Political Science
University of Cincinnati
05.2001 -
High School Diploma -
Bellbrook High School
05.2001 -