Investment Consultant @ (August 2016 - August 2017)
Founder and Co-Editor and Chief Investment Officer @ TheInvestorVantage.com (February 2014 - July 2016)
Energy Portfolio Manager and Risk Manager and Trader @ (November 2012 - February 2014)
Senior Portfolio Manager and Investment Officer and Trader @ Capital Instincts USVI (September 2007 - November 2012)
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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