Lucie Honosutomo

Lucie Honosutomo

CPFA®, Senior Vice President at RBC Wealth Management
San Jose, California, United States

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Work Experience

RBC Wealth Management

Senior Vice President

2021-06-01 - Present

Morgan Stanley

Senior Vice President, Wealth Advisor, Investment Management Consultant

1995-08-01 - 2021-06-01

Skills

investment management private banking global asset management estate & trust services business insurance business succession planning credit & lending executive banking eldercare planning family wealth planning financial planning group investments retirement planning individual pension plans family tax strategies company pension plans commodity futures & options

Languages

English