Apex Fintech Solutions
Joseph Lucas currently serves as the Director of Margin Operations at Apex Fintech Solutions, a position held since November 2016. Prior roles at the company include Senior Manager of Margin Operations, Margin Operations Manager, and Senior Margin Analyst. Prior to joining Apex Fintech Solutions, Joseph Lucas worked at TD Ameritrade from February 2008 to November 2016 as a Margin/Option Risk Senior Specialist. Joseph Lucas possesses broker licenses 7, 63, 24, 4, and 3, and has expertise in LEAN methodologies. Joseph Lucas earned a Bachelor's degree in Psychology from the University of North Texas, completing studies from 2001 to 2006.
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Apex Fintech Solutions
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Apex Fintech Solutions is the “fintech for fintechs” powering innovation and the future of digital wealth management.