Luke McCarthy Email
Financial Planning Analyst @ Associated Investor Services, Inc.
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Luke McCarthy Location
- Florida, United States
Luke McCarthy Work
- Financial Planning Analyst @ (January 2026 - Present)
- Intern @ (May 2025 - January 2026)
- Derivatives Analyst @ (August 2025 - December 2025)
- Grocery Clerk @ (August 2024 - June 2025)
- Retail Management Intern @ Love's Travel Stops (May 2024 - August 2024)
- Grocery Clerk @ (May 2022 - June 2024)
- Customer Service Associate @ (December 2020 - May 2022)
- Seasonal Workforce Analyst @ (May 2023 - August 2023)
- Customer Service Associate @ (November 2019 - December 2020)
Luke McCarthy Education
- University of South Carolina
Bachelor of Science - BS (Finance, Concentration in Business Analytics)
2022-2025 - Fort Mill High School
High School (HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES)
2018-2022 - Kenmore West Senior High School 2017-2018
Luke McCarthy Skills
- Business Relationship Management
- Communication
- Customer Service
- Data Analysis
- Data Cleaning
- Data Entry
- Employee Training
- English
- Equity Derivatives
- Equity Research
- Financial Analysis
- Inventory Management
- Microsoft Excel
- Microsoft PowerPoint
- Personnel Management
- Presentation Skills
- Recruiting
- Retail
- Sales
- Statistical Data Analysis
- Store Management
- Teamwork
- Wealth Management Services
- Wealth Preservation Planning
Luke McCarthy Summary
- Luke McCarthy, based in Florida, United States, is currently a Financial Planning Analyst at Associated Financial & Investor Services. Luke McCarthy brings experience from previous roles at Associated Financial & Investor Services, University of South Carolina, Student Managed Investment Fund, Publix Super Markets and Love's Travel Stops. Luke McCarthy holds a 2022 - 2025 Bachelor of Science - BS in Finance, Concentration in Business Analytics @ University of South Carolina. With a robust skill set that includes Business Relationship Management, Communication, Customer Service, Data Analysis, Data Cleaning and more. Luke McCarthy has 1 emails on RocketReach.
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Top Associated Investor Services, Inc. Employees
Shawn Wooden
Financial Advisor | CEO | Partner
Fort Lauderdale, FL, US
Steven Fraidstern
Co Founder and Financial Advisor
Florida, United States
Travis Ruane
Financial Advisor
Fort Lauderdale, FL, US
Marc Weiss
President
Fort Lauderdale, FL, US
Paul Vladem
President
Fort Lauderdale, FL, US
John Duh
Associate Financial Advisor
Fort Lauderdale, FL, US
Jeff Zuckerman
Pension Consultant
Fort Lauderdale, FL, US
Sasha Rivas-Mateo
Admin
Hollywood, FL, US
Andrea Lopez
Administrative Assistant
Florida, United States
Luke McCarthy
Financial Planning Analyst
Florida, United States
Danielle Martinez
Financial Account Executive
Hollywood, FL, US
Emily Richardson
Director of Operations
Hartford, CT, US
Logan Mondshein
Benefits Practice Leader and Client Advisor
Florida, United States
Kassandra Souki
Financial Account Executive
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