Lucas Greise
About Lucas Greise
Lucas Greise is a Senior Manager at TD Ameritrade in Southlake, Texas, specializing in Alternative Investments clearing and holding Series 7, 63, and 24 licenses.
Title and Current Position
Lucas Greise is a Senior Manager at TD Ameritrade. He has held this position since 2017 and is based in Southlake, Texas, United States. His role includes focusing on alternative investments clearing, leveraging his expertise in finance and management.
Professional Background
Lucas Greise has a long-standing career at TD Ameritrade, where he has progressed through several significant positions. From 2015 to 2017, he served as an Assistant Team Manager in Southlake, Texas. Prior to that, he worked as an Analyst from 2013 to 2015 in Fort Worth, Texas. Before joining TD Ameritrade, Lucas was a Data Entry Specialist at the Douglas County Election Commission in Omaha, Nebraska from 2012 to 2013.
Education and Credentials
Lucas Greise studied Psychology at Creighton University, completing his degree between 2006 and 2010. In addition to his academic background, he holds Series 7, 63, and 24 licenses, which underline his knowledge and competence in securities and financial regulations.
Location and Experience
Lucas Greise has been based in various locations throughout his career. Currently, he is in Southlake, Texas, but has also worked in Fort Worth, Texas, and Omaha, Nebraska. His diverse experience in different roles and geographic locations contributes to his multifaceted expertise in the financial industry.
Specializations
In his role as a Senior Manager at TD Ameritrade, Lucas Greise specializes in alternative investments clearing. This focus involves ensuring efficient processing and compliance of alternative investment transactions, reflecting his in-depth knowledge of financial services and investment products.