Luke Neely Email & Phone Number
Portfolio Manager and Senior Financial Advisor @ Vanguard
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Luke Neely Location
- Charlotte, NC, US
Luke Neely Work
- 2017 -now Portfolio Manager and Senior Financial Advisor @
- 2016 -2017 Investment Consultant @
- 2014 -2016 Founder and Co-Editor and Chief Investment Officer @ TheInvestorVantage.com
- 2012 -2014 Energy Portfolio Manager and Risk Manager and Trader @
- 2007 -2012 Senior Portfolio Manager and Investment Officer and Trader @ Capital Instincts USVI
Luke Neely Education
- University of Central Florida
Bachelor's Degree (Pre-Law Legal Studies)
2001-2005
Luke Neely Skills
- Investments
- Portfolio Management
- Valuation
- Equities
- Due Diligence
- Asset Management
- Financial Risk
- Risk Management
- Financial Analysis
- Marketing
- Management
- Financial Modeling
- Analysis
- Strategic Planning
- Trading
- Private Equity
- Capital Markets
- Finance
- Customer Service
- Asset Allocation
- Value Investing
- Hedge Funds
- Sales
- Alternative Investments
- Financial Statement Analysis
- Equity Research Analysis
- Mergers & Acquisitions
- Investment Advisory Services
- Financial Advisory
- Investment Advisory
- Marketing Strategy
- Salesforce.com
- Sales Management
- Sales Operations
- Sales Presentations
- Mergers and Acquisitions
Luke Neely Summary
- Luke Neely, based in Charlotte, NC, US, is currently a Portfolio Manager and Senior Financial Advisor at Vanguard. Luke Neely brings experience from previous roles at Vanguard, TheInvestorVantage.com, GE VI and Capital Instincts USVI. Luke Neely holds a 2001 - 2005 Bachelor's Degree in Pre-Law Legal Studies @ University of Central Florida. With a robust skill set that includes Investments, Portfolio Management, Valuation, Equities, Due Diligence and more. Luke Neely has 5 emails and 3 mobile phone numbers on RocketReach.
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