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Katie Lucas
Katie Lucas
Managing Director Head of Investment Grade Sales | Crystal Bay Cafe
Chicago, Illinois, United States
Katie Lucas
Summary
Katie Lucas is a seasoned finance professional based in Chicago, Illinois, currently leading Investment Grade Sales at Oppenheimer. With a robust background in asset management and capital markets, she has developed expertise in credit trading, financial analysis, and portfolio management. Katie's career spans notable firms such as Goldman Sachs and William Blair, where she honed her skills in taxable fixed income sales. She is not only proficient in navigating complex financial instruments but also actively contributes to her community as an Associate Board Member at Marillac St Vincent Family Services. Her academic foundation in Math and Economics from Colby College complements her analytical capabilities in the finance sector. As a dynamic individual contributor, Katie is committed to driving growth and fostering client relationships in the ever-evolving financial landscape.
Katie Lucas
Work Experience
Managing Director Head of Investment Grade Sales at
Crystal Bay Cafe
January 2018 - Present
Managing Director at
Crystal Bay Cafe
May 2017 - Present
Taxable Fixed Income Sales at
William Blair
October 2010 - May 2017
Associate Board Member at
Marillac St. Vincent Family Services
January 2012 - January 2013
Credit Sales at
Goldman Sachs
July 2006 - August 2010
Intern at
Stark Investments
June 2005 - August 2005
Katie Lucas
Education
Colby College, B.A.
January 2002 - January 2006
Burke Mountain Academy
January 1999 - January 2002
Frequently Asked Questions about Katie Lucas
What is Katie Lucas email address?
Katie Lucas's primary email address is ******@oppenheimer.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Katie Lucas work for?
Katie Lucas is a Managing Director Head of Investment Grade Sales at Crystal Bay Cafe, a company specializing in Special Food Services.
Where Katie Lucas graduated from?
Katie Lucas holds a degree in Math/Economics from Colby College.
How can I directly contact Katie Lucas?
To contact Katie Lucas directly, you can use the email address ******@oppenheimer.com. Complete contact information is available upon registration with Muraena.
Who is Katie Lucas?
Katie Lucas is a seasoned finance professional based in Chicago, Illinois, currently leading Investment Grade Sales at Oppenheimer. With a robust background in asset management and capital markets, she has developed expertise in credit trading, financial analysis, and portfolio management. Katie's career spans notable firms such as Goldman Sachs and William Blair, where she honed her skills in taxable fixed income sales. She is not only proficient in navigating complex financial instruments but also actively contributes to her community as an Associate Board Member at Marillac St Vincent Family Services. Her academic foundation in Math and Economics from Colby College complements her analytical capabilities in the finance sector. As a dynamic individual contributor, Katie is committed to driving growth and fostering client relationships in the ever-evolving financial landscape.
Katie`s contact details
******@oppenheimer.com
***********@opco.com
Colleagues
managing director
Executive Director - Investments
Executive Director Branch Control Officer
Executive Director - Head of Corporate & Executive Services @ Oppenheimer & Co. Inc.
Adjunct Faculty
Executive Director
Executive Director - Internal Audit
Executive Director - Branch Examination Manager
Co-Owner
Vice President, Institutional Investment Group