Richard Luzum
About Richard Luzum
Richard Luzum is a Private Client Banker at Chase in Kansas City, Missouri, with over 10 years of experience in the financial industry. He specializes in developing customized financial plans for clients and has a diverse background in banking and customer service.
Work at Chase
Richard Luzum has been employed at Chase as a Private Client Banker since 2019. In this role, he specializes in creating custom tailored financial plans for clients in the Kansas City market. His experience at Chase contributes to his extensive knowledge of financial services, allowing him to effectively meet the needs of his clients.
Education and Expertise
Richard Luzum studied at Lincoln Southwest High School and later attended Southeast Community College, where he achieved a degree in Business Administration and Management from 2007 to 2010. He furthered his education at the University of Maryland University College, earning a degree in Business Administration and Management in 2017. His educational background supports his expertise in the financial industry.
Background
Richard Luzum has over 10 years of experience in the financial industry. Before joining Chase, he worked at Wells Fargo in various roles, including Teller, Lead Teller, Personal Banker, and Licensed Personal Banker, accumulating significant experience in customer service and financial management. He also worked at DFAS as a Customer Service Representative in Germany from 2017 to 2019.
Previous Employment Experience
Prior to his career in banking, Richard Luzum worked as an Operations Supervisor at OfficeMax from 2007 to 2012. His diverse work history includes multiple positions at Wells Fargo, where he developed skills in customer service and sales. He also lived and worked in Germany for four years before returning to Kansas City in 2019.