Lucy Koss

Lucy Koss is an experienced professional with a career spanning several key positions within the financial services industry. Currently serving as the Onboarding Experience Manager at Cetera Financial Group since May 2021, Lucy has also held various roles at Cetera Financial Specialists since November 2012, including Manager of Business Process and Controllership, Team Lead in Business Processing, and Operations Specialist. Prior experience includes a Registration Specialist role at Genworth Financial, where Lucy attained a remarkable 97.5% efficiency in processing adviser requests within 24 hours, and positions at Edwin Financial Group and Prudential Financial that focused on operations, customer service, and data analysis. Lucy holds a Bachelor of Arts in Psychology from the University of Illinois - Chicago, obtained in 1990.