Dynamic Advisor Solutions
- Lucas Felbel
Lucas Felbel
Director, Portfolio Services at Dynamic Advisor Solutions
Lucas Felbel, CIMA®, has experience working in the finance industry with roles at Dynamic Advisor Solutions as Director of Portfolio Services and Manager of the Portfolio Services Team. Prior to that, Lucas worked at M.S. Howells & Co. as an Institutional Trading/Market Economist. Lucas studied Finance and Marketing at Arizona State University, graduating with Bachelor of Science degrees in both fields.
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Timeline
Director, Portfolio Services
March, 2023 - present
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