Luke Salzer Email & Phone Number
Senior Client Service Associate @ Evermay Wealth Management, LLC
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Luke Salzer Location
- Falls Church, VA, US
Luke Salzer Work
- 2026 -now Senior Client Service Associate @
- 2023 -2026 Client Services and Operations Manager @
- 2022 -2023 Investment Operations Analyst @
- 2020 -2022 Investment Operations Associate @
- 2019 -2020 Portfolio Implementation Associate @
- 2017 -2019 Brokerage Investment Professional @
- 2016 -2016 Wealth Management Intern @
- 2016 -2016 Wealth Management Intern @
Luke Salzer Education
- University of Delaware
Bachelor of Science - BS (Finance)
2013-2017 - Langley High School
Mclean (Virginia)
2009-2013
Luke Salzer Skills
- Training
- Microsoft Office
- PowerPoint
- Finance
- Microsoft Excel
- Customer Service
- Management
- Microsoft Word
Luke Salzer Summary
- Luke Salzer, based in Falls Church, VA, US, is currently a Senior Client Service Associate at Evermay Wealth Management, LLC. Luke Salzer brings experience from previous roles at T.M. Wealth Management, Cambridge Associates and Vanguard. Luke Salzer holds a 2013 - 2017 Bachelor of Science - BS in Finance @ University of Delaware. With a robust skill set that includes Training, Microsoft Office, PowerPoint, Finance, Microsoft Excel and more. Luke Salzer has 1 mobile phone numbers on RocketReach.
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