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Katie Lucas

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Katie Lucas

Managing Director Head of Investment Grade Sales | Crystal Bay Cafe

Chicago, Illinois, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Non-Profit Experience

Katie Lucas

Work Experience

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Managing Director Head of Investment Grade Sales at

Crystal Bay Cafe

January 2018 - Present

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Managing Director at

Crystal Bay Cafe

May 2017 - Present

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Taxable Fixed Income Sales at

William Blair

October 2010 - May 2017

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Associate Board Member at

Marillac St. Vincent Family Services

January 2012 - January 2013

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Credit Sales at

Goldman Sachs

July 2006 - August 2010

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Intern at

Stark Investments

June 2005 - August 2005

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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

mail

******@oppenheimer.com

***********@opco.com

Colleagues

Nick Tell

managing director

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Cpwa Niley Shrestha

Executive Director - Investments

Sandy Bershad

Executive Director Branch Control Officer

Nina Dante

Executive Director - Head of Corporate & Executive Services @ Oppenheimer & Co. Inc.

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Owen Lau Cfa

Adjunct Faculty

Param Singh

Executive Director

Parth Patel

Executive Director - Internal Audit

Siobhan Mcloughlin

Executive Director - Branch Examination Manager

Patrick Wade

Co-Owner

Stan Szymanski

Vice President, Institutional Investment Group

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