Luke Samuels Email & Phone Number
Senior Director - Business Development @ Perigon Wealth Management, LLC
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Luke Samuels Location
- Dallas, TX, US
Luke Samuels Work
- Senior Director - Business Development @ (January 2026 - Present)
- Director - New Client Acquisition @ Wealth Enhancement Group (September 2023 - January 2026)
- Program Manager @ (April 2023 - September 2023)
- Business Analyst @ (February 2023 - April 2023)
- Business Analyst @ (June 2022 - February 2023)
- Sr. Operations Team Leader @ (August 2021 - June 2022)
- Associate Vice President, Team Leader @ (November 2017 - September 2021)
- Sr. Operations Associate, Training Coordinator @ (July 2017 - November 2017)
- Operations Associate @ (March 2016 - July 2017)
- Associate Vice President @ (January 2015 - March 2016)
- Intern @ (January 2014 - May 2014)
- Departmental Assistant for the School of Management @ (January 2013 - December 2013)
- Executive Intern @ Berkshire Hathaway HomeServices Florida Properties Group (June 2013 - September 2013)
- Teller @ (January 2011 - September 2011)
- Sales Representative @ Sole Sports Running Zone (September 2006 - June 2010)
Luke Samuels Education
- California Lutheran University
Bachelor of Science (BS) (Business Administration; Emphasis in Finance, Minor - Economics)
2010-2014 - American Business School - Paris, France
Study Abroad (Business Administration)
2012-2012 - Corona del Sol
High School
2006-2010
Luke Samuels Skills
- Artificial Intelligence (AI)
- Business Analysis
- Business Intelligence
- Business Process Improvement
- Business Strategy
- Change Management
- Contract Management
- Critical Thinking
- Cross-departmental Coordination
- Customer Service
- Demand Generation
- Economics
- Editing
- Finance
- Financial Analysis
- Goal Oriented
- Hardwork
- Interpersonal Communication Abilities
- Investments
- KPI Implementation
- Leadership
- Leadership Development
- Market Research
- Marketing Automation
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Morningstar
- Negotiation
- Operations Management
- P&L Management
- Partner Relationship Management
- People-oriented
- PowerPoint
- Pre-sales
- Presentation Skills
- Process Automation
- Process Improvement
- Process Optimization
- Program Management
- Project Management
- Public Speaking
- REIT
- Real Estate Economics
- Real Estate Financing
- Research
- Sales
- Sales Funnel Optimization
- Sales Management
- Sales Processes
- Senior Stakeholder Management
- Social Media
- Social Networking
- Team Leadership
- Team-oriented
- Teamwork
- Third-Party Vendor Management
- Time-efficient
- Vendor Partnerships
- Time Efficient
- Financial Statements
- Education
- Tutoring
- Business Correspondence
- Reviews
- Protocol
- Foreign Currency
- Wealth Management
- Liaison
- Pre Sales
- Vault
- People Oriented
- Tactics
- Interpersonal Skills
- Operational Support
- Accounting
- Characters
- Team Oriented
- Business Valuation
- Graphs
- Financial Services
- Wholesale
- Marketing
- Analytical Skill
- Financial Modeling
- Cash
- Presentation
- Communication
Luke Samuels Summary
- Luke Samuels, based in Dallas, TX, US, is currently a Senior Director - Business Development at Perigon Wealth Management. Luke Samuels brings experience from previous roles at Wealth Enhancement Group, Empower and Personal Capital. Luke Samuels holds a 2010 - 2014 Bachelor of Science (BS) in Business Administration; Emphasis in Finance, Minor - Economics @ California Lutheran University. With a robust skill set that includes Artificial Intelligence (AI), Business Analysis, Business Intelligence, Business Process Improvement, Business Strategy and more. Luke Samuels has 2 emails and 1 mobile phone numbers on RocketReach.
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Rafia Hasan
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