Luke McCloskey Email & Phone Number
National Sales Executive @ Infovisa, Inc.
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Luke McCloskey Location
- Charlotte, NC, US
Luke McCloskey Work
- 2021 - now National Sales Executive @
- 2014 - 2021 Relationship Manager @
- 2011 - 2014 Product Rep @
- 2011 - 2011 Wells Fargo Advisors @
- 2009 - 2011 Business Systems Consultant @ Wells Fargo Wealth Management
- 2006 - 2008 Due Diligence Officer- Alternative Investment Analyst @ Pacific West Financial
- 2005 - 2006 Investment Rep @ Pacific West Financial Group
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 2 emails and 3 mobile phone numbers on RocketReach.
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Top Infovisa, Inc. Employees
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Josh Severns
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Mark Ayres
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Brandon Tipton
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Lakisha Jackson
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