Luke Bartak Email & Phone Number
Account Executive @ Lockton
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Luke Bartak Location
- Leawood, KS, US
Luke Bartak Work
- 2022 - now Account Executive @
- 2020 - now Senior Account Manager @
- 2014 - 2019 Financial Advisor | Institutional Consultant | Graystone Consulting @
- 2008 - 2014 Financial Analyst | Institutional Consulting Analyst | Graystone Consulting @
Luke Bartak Education
- The University of Kansas
Bachelor's degree (Finance, General)
- Wichita State University- Graduate Studies in Business
Master of Business Administration (MBA) (Finance, General)
Luke Bartak Skills
- Financial Analysis
- Client Relationships
- Strategic Planning
- Alternative Investments
- Capital Markets
- Asset Allocation
- 401k
- Equities
- Financial Planning
- Budgeting
- Sales & Marketing
- Risk Management
- Project Management
- Data Management
- Change Management
- Risk Mitigation
- Business Process Design
- Account Management
- Competitive Analysis
- Market Segmentation
- Social Media
- Sales Forecasting
- Trend Analysis
- Asset Management
- Cash Management
- Credit Analysis
- Financial Reporting
- Portfolio Management
- Risk Assessment
- Problem Solving
- Fundraising
- Presentation
- Cost Analysis
- Benchmarking
- Continuous Process Improvement
- Policies & Procedures
- RFP Generation
- Value Added Analysis
- Statistical Reporting
- Business Modeling
- Customer Needs Analysis
- Industry Research
- Marketing Communications Planning
- Audit Management
- Budget Control
- Forecasting & Reporting
- Cost Reduction/Avoidance
- Customer Service & Support
- Customer & Client Partnering
- Prospecting & Lead Development
Luke Bartak Summary
- Luke Bartak, based in Leawood, KS, US, is currently a Account Executive at Lockton Companies. Luke Bartak brings experience from previous roles at Lockton Companies and Morgan Stanley. Luke Bartak holds a Bachelor's degree in Finance, General @ The University of Kansas. With a robust skill set that includes Financial Analysis, Client Relationships, Strategic Planning, Alternative Investments, Capital Markets and more. Luke Bartak has 3 emails and 1 mobile phone numbers on RocketReach.
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