Joel Lugo

Joel Lugo is an experienced investment officer at Bank of Stockton since December 2001, specializing in trust administration, investment management, and employee benefits within the Trust Department. Previously, Joel served as a Security Settlement Manager in Operations, and before that, worked at London Pacific Advisors as a Portfolio Management Supervisor, overseeing portfolio adjustments and managing a team. Additional experience includes the role of Brokers Services Manager at ING Funds, where Joel handled 12b-1 commission inquiries and managed 401K relationships, and as a Senior Transfer Specialist at Schwab Institutional, responsible for processing ACAT transfers. Joel holds an education from St. John's University and the Cannon Financial Institute.