Investment Consultant @ (October 2007 - October 2010)
Financial Planner @ (March 2007 - September 2007)
Luke Ellis Education
Colorado State University
(Business Administration and Management, General)
2004-2007
Luke Ellis Skills
Mutual Funds
Asset Allocation
ETFs
Series 24
Retirement Planning
Asset Management
401k
FINRA
Financial Advisory
Investment Strategies
Options
Retirement
Equities
Investment Management
Financial Services
Alternative Investments
Wealth Management
Investments
Series 63
Securities
Portfolio Management
Risk Management
Investment Advisory
Series 7
Asset Managment
Mergers & Acquisitions (M&A)
Investment Banking
Connector
Financial Modeling
Business Development
Strategy
Marketing
Financial Analysis
Project Planning
Mergers and Acquisitions
Luke Ellis Summary
Luke Ellis, based in Kansas City, MO, US, is currently a President at ReVera Capital. Luke Ellis brings experience from previous roles at Evolute Capital, ExitBig M&A Advisory, ReVera Capital and Good Harbor Financial. Luke Ellis holds a 2004 - 2007 Colorado State University. With a robust skill set that includes Mutual Funds, Asset Allocation, ETFs, Series 24, Retirement Planning and more. Luke Ellis has 3 emails and 3 mobile phone numbers on RocketReach.
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