After a short searching process, Sandy Alexander Inc. found their new plan advisor in James Lukezic, the former fiduciary of Merrill Lynch & Co.,and the current Director of Investments at Oppenheimer & Company. As someone who has extended experience in the field, he hopes that his presence will complement Sandy Alexander’s financial plans. The company is also optimistic that the new advisor’s talents will allow them to maximize profits. Lukezic has spent more than a decade at Merrill Lynch & Co., starting his career in the Junior Executive Training Program. After completing the training, he was immediately offered a job which he gladly accepted. He settled into the company hierarchy as a financial analyst.

Soon James Lukezic was responsible for certain offshore funds with a growing scope of responsibilities. After a very successful period, he started to work in the Private Investor Division, gaining more and more experience during the process. As a hard worker with a penchant for building meaningful working relationships both in and outside of his company, he had a rather meteoric rise that caught the attention of other businesses, including Oppenheimer & Company Inc., where he had even bigger responsibilities, becoming the Director of Investments. His tasks currently include providing retirement plan services to the company’s employees, in addition to giving expert financial advice.

The inquiry from Sandy Alexander was the direct result of an especially strong business year they achieved at Oppenheimer & Company Inc. His practice has brought in a lot of money to the company, and when that happens in the financial field, people usually notice. One of the reasons why Sandy Alexander wanted to get his signature was the rather large contract they currently have with American Eagle. The agreement required to bring in somebody who has considerable experience with similar contracts. Counting the assets and everything the plan includes, the overall value exceeds $30 million while involving as many as 350 participants.

James Lukezic will oversee the process, making sure that there is a carefully laid out plan present, one that can bring consistent lucrative success to Sandy Alexander Co.

About: James Lukezic is a fiduciary and financial advisor.

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