Luke McCloskey Email & Phone Number
National Sales Executive @ Infovisa, Inc.
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Luke McCloskey Location
- Charlotte, NC, US
Luke McCloskey Work
- National Sales Executive @ (February 2021 - Present)
- Relationship Manager @ (October 2014 - March 2021)
- Product Rep @ (July 2011 - October 2014)
- Wells Fargo Advisors @ (January 2011 - July 2011)
- Business Systems Consultant @ Wells Fargo Wealth Management (April 2009 - January 2011)
- Due Diligence Officer- Alternative Investment Analyst @ Pacific West Financial (August 2006 - February 2008)
- Investment Rep @ Pacific West Financial Group (August 2005 - August 2006)
Luke McCloskey Skills
- Sales Presentations
- Client Relations
- Account Management
- Strategic Partnerships
- Direct Sales
- Strategic Accounts
- Sales and Marketing
- Sales Processes
- Lead Qualification
- Presentations
- New Business Sales
- Consultative Selling
- Business Development
- Alternative Investments
- Customer Service
- Wealth Management
- Trust Services
- Fiduciary Services
- Trading
- Microsoft SQL Server
- Investments
- Management
- Mutual Funds
- Series 7
- Series 63
- Finance
- Securities
- Portfolio Management
- Financial Services
- Fixed Income
- Asset Management
- Retirement Planning
- Equities
- FINRA
- Strategic Financial Planning
- Bloomberg
- Bonds
- Banking
- Risk Management
- Investment Advisory
- Trading Systems
- Retirement
- Asset Allocation
- Financial Planning
- Investment Banking
- Analytics
- Sales
- Customer Relationship Management (CRM)
- Customer Retention
- Travel Management
- Microsoft Excel
- Project Management
- Microsoft Office
- Public Speaking
- Customer Relationship Management
Luke McCloskey Summary
- Luke McCloskey, based in Charlotte, NC, US, is currently a National Sales Executive at Infovisa, Inc.. Luke McCloskey brings experience from previous roles at Infovisa, Inc., WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) and Wells Fargo Wealth Management. With a robust skill set that includes Sales Presentations, Client Relations, Account Management, Strategic Partnerships, Direct Sales and more. Luke McCloskey has 3 emails and 4 mobile phone numbers on RocketReach.
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