Luke McLaughlin Email & Phone Number
Owner and Associate Wealth Management Advisor @ Northwestern Mutual
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Luke McLaughlin Location
- Phoenixville, PA, US
Luke McLaughlin Work
- 2018 -now Owner and Associate Wealth Management Advisor @
- 2016 -2018 Analyst @
- 2015 -2016 Internal Advisor Consultant @
- 2011 -2014 Broker and Agent @ Grant Williams LP
- 2009 -2014 Relationship Manager @
- 2009 -2009 Assistant Operations Manager @
- 2008 -2009 Key Account Sales Representative @
Luke McLaughlin Education
- Eastern University
Master of Business Administration (MBA) (Business Administration and Management, General)
2016-2017 - Eastern University
Bachelor of Science (B.S.) (EU Mens Soccer Team)
Luke McLaughlin Skills
- Series 63
- Bloomberg Software
- Linux
- Salesforce.com
- Qualitative And Quantitative Research Methodologies
- Estate Tax Planning
- Financial Planning
- Portfolio Management
- Data Analysis
- Performance Attribution
- Relationship Management
- Cost Basis Reporting
- Finance
- Investment Advisory
- Morningstar
- Wealth Management
- Mutual Funds
- Asset Management
- BlackRock Aladdin
- Options Strategies
- Customer Service
- Financial Analysis
- High Yield Bonds
- Tax Preparation
- SQL
- Financial Statements
- Unix
- Series 7
- Hedge Funds
- Equity Trading
Luke McLaughlin Summary
- Luke McLaughlin, based in Phoenixville, PA, US, is currently a Owner and Associate Wealth Management Advisor at Northwestern Mutual. Luke McLaughlin brings experience from previous roles at BlackRock, Hartford Funds, Grant Williams LP and Clark Capital Management Group. Luke McLaughlin holds a 2016 - 2017 Master of Business Administration (MBA) in Business Administration and Management, General @ Eastern University. With a robust skill set that includes Series 63, Bloomberg Software, Linux, Salesforce.com, Qualitative And Quantitative Research Methodologies and more. Luke McLaughlin has 2 emails and 2 mobile phone numbers on RocketReach.
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