Luke King Email & Phone Number
Partner @ Mindful Wealth Planners LLC
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Luke King Location
- Ventura, CA, US
Luke King Work
- 2021 -now Partner @
- 2021 -now Independent Financial Planner @
- 2020 -2021 Advisory Board Member @
- 2011 -2020 Partner @
- 2009 -2011 Associate @
- 2007 -2009 Assurance Associate @
- 2006 -2007 Sales Software Support @
Luke King Education
- California Polytechnic State University-San Luis Obispo
BS (Business Administration - Economics Minor)
2003-2007
Luke King Skills
- Resume
- Structure
- SAN
- Students
- Business Analysis
- Deviations
- Technical Support
- New Business Development
- SQL
- Investments
- Deloitte
- Financial Modeling
- Microsoft Access
- Databases
- Streamlining
- Hedge Funds
- Asset Allocation
- Equities
- Template
- Microsoft Excel
- Losses
- Business Information
- Sales
- Originating
- Analysis
- San Francisco
- Strategy
- Derivatives Trading
- Development
- C Level
- Trading
- Client Relationship
- ETFs
- Financial Analysis
- Convenience
- Salesforce.com
- JavaScript
- Options Strategies
- Competition
- Marketing
- Consideration
- Assurance
- Portfolio Optimization
- Serving
- Business Process Improvement
- Risk
- Management
- Sales Finance
- Automation
- Business Development
- Presentations
- Writing
- Poly
- Java
- Portfolio Management
- Equity Trading
- Portfolio
- Asset Management
- Client Relationship Building
- Business Efficiency
- Quality Assurance
- Tax
- Legal Advice
- Blaze Portfolios Atom Align Oms
- Business Process
- Blaze Portfolios Atom
- Executive Positions
- Business Partnering
- Clay
- CRM
- Securities
- Entry
- Thinkpipes
- Sizes
- Accounting
- Communication
- Enterprise Marketing
- Small Business Marketing
Luke King Summary
- Luke King, based in Ventura, CA, US, is currently a Partner at Mindful Wealth Planners LLC. Luke King brings experience from previous roles at PlanMember Securities Corporation, Main Management, LLC and BTIG. Luke King holds a 2003 - 2007 BS in Business Administration - Economics Minor @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Resume, Structure, SAN, Students, Business Analysis and more. Luke King has 3 emails and 2 mobile phone numbers on RocketReach.
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