Luke King Email & Phone Number
Partner @ Mindful Wealth Planners LLC
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Luke King Location
- Ventura, CA, US
Luke King Work
- Partner @ (January 2021 - Present)
- Independent Financial Planner @ (January 2021 - Present)
- Advisory Board Member @ (November 2020 - October 2021)
- Partner @ (August 2011 - October 2020)
- Associate @ (November 2009 - July 2011)
- Assurance Associate @ (July 2007 - October 2009)
- Sales Software Support @ (October 2006 - May 2007)
Luke King Education
- California Polytechnic State University-San Luis Obispo
BS (Business Administration - Economics Minor)
2003-2007
Luke King Skills
- Asset Allocation
- Asset Management
- B2C Marketing
- Blaze Portfolios Atom Align OMS
- Business Development
- Business Process Improvement
- CRM
- Client Relationship Building
- Communication
- Derivatives Trading
- ETFs
- Enterprise Marketing
- Equities
- Equity Derivatives
- Equity Trading
- Family Legacy
- Financial Services
- Hedge Funds
- Income for Life
- Investment Management
- Investment Strategies
- Investments
- Management
- New Business Development
- Options Strategies
- Portfolio Management
- Portfolio Optimization
- Sales
- Salesforce.com
- Saving for your future
- Securities
- Small Business Development
- Small Business Marketing
- ThinkPipes
- Resume
- Structure
- SAN
- Students
- Business Analysis
- Deviations
- Technical Support
- SQL
- Deloitte
- Financial Modeling
- Microsoft Access
- Databases
- Streamlining
- Template
- Microsoft Excel
- Losses
- Business Information
- Originating
- Analysis
- San Francisco
- Strategy
- Development
- C Level
- Trading
- Client Relationship
- Financial Analysis
- Convenience
- JavaScript
- Competition
- Marketing
- Consideration
- Assurance
- Serving
- Risk
- Sales Finance
- Automation
- Presentations
- Writing
- Poly
- Java
- Portfolio
- Business Efficiency
- Quality Assurance
- Tax
- Legal Advice
- Business Process
- Blaze Portfolios Atom
- Executive Positions
- Business Partnering
- Clay
- Entry
- Sizes
- Accounting
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 Asset Allocation, Asset Management, B2C Marketing, Blaze Portfolios Atom Align OMS, Business Development and more. Luke King has 3 emails and 2 mobile phone numbers on RocketReach.
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