Luke Smith Email & Phone Number
Client Relationship Consultant at Shepherd Financial, LLC @ Shepherd Financial, LLC
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Luke Smith Location
- Zionsville, IN, US
Luke Smith Work
- Client Relationship Consultant at Shepherd Financial, LLC @ (January 2023 - Present)
- Manager @ (October 2013 - January 2023)
- Pension Administrator @ (May 2004 - October 2013)
- Pension Administrator @ Ferguson & Associates, Inc (June 2001 - May 2004)
- Pension Administrator @ Futures Planning Group, Inc (May 2000 - May 2001)
- Teller and Assistant Loan Officer @ DeKalb Financial Credit Union (May 1997 - December 1998)
Luke Smith Education
- Indiana University - Kelley School of Business
BS (Management/Entrepreneurship)
1996-2000
Luke Smith Skills
- Employee Benefits
- Defined Benefit
- Pensions
- Retirement Plan Consulting
- Benefits Administration
- 401k
- Profit Sharing
- Qualified Retirement Plans
- ESOP
- Microsoft Excel
- Microsoft Word
- Relius Administration
- Form 5500 preparation
- Nondiscrimination Testing
- Retirement
- Retirement Planning
- Defined Contribution
- Pension Administration
- Leadership
- Banking
- Qualified Retirement
- Nondiscrimination
- Training
- Research
- Retirement Plan
Luke Smith Summary
- Luke Smith, based in Zionsville, IN, US, is currently a Client Relationship Consultant at Shepherd Financial, LLC at Shepherd Financial, LLC. Luke Smith brings experience from previous roles at Ascensus, Nyhart, Inc, Ferguson & Associates, Inc and Futures Planning Group, Inc. Luke Smith holds a 1996 - 2000 BS in Management/Entrepreneurship @ Indiana University - Kelley School of Business. With a robust skill set that includes Employee Benefits, Defined Benefit, Pensions, Retirement Plan Consulting, Benefits Administration and more. Luke Smith has 1 emails and 2 mobile phone numbers on RocketReach.
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