Luke Stein Email
Client Relations Associate @ PlanGroup Financial, Inc.
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Luke Stein Location
- Edmond, OK, US
Luke Stein Work
- Associate Advisor @ (January 2026 - Present)
- Client Relations Associate @ (December 2024 - Present)
- Intern @ (November 2023 - December 2024)
- Assistant Manager @ (July 2023 - December 2023)
- Sales Associate @ (September 2022 - July 2023)
- Student Athlete @ (August 2021 - May 2022)
Luke Stein Education
- University of Central Oklahoma
Bachelor's degree (Business Finance/ Professional Sales)
2022-2024 - Evangel University
Bachelor's degree (Finance)
2021-2022
Luke Stein Skills
- Analytical Skills
- Business Analysis
- Client Relations
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis and Reporting
- Effective Communication
- Finance
- Financial Advisory
- Information Technology Infrastructure
- Inventory Management Optimaization
- Investment Advisory Services
- Investments
- Leadership
- Merchandising Strategy Development
- Microsoft Excel
- Operational Excellence
- Performance Data Evaluation
- Performance Metrics Utilization
- Project Management
- Resilience and Adaptability
- Sales Proficiency and Value Augmentation
- Sales and Revenue Growth
- Team Leadership
- Time Management
Luke Stein Summary
- Luke Stein, based in Edmond, OK, US, is currently a Client Relations Associate at PlanGroup. Luke Stein brings experience from previous roles at PlanGroup and Tecovas. Luke Stein holds a 2022 - 2024 Bachelor's degree in Business Finance/ Professional Sales @ University of Central Oklahoma. With a robust skill set that includes Analytical Skills, Business Analysis, Client Relations, Customer Relationship Management (CRM), Customer Service and more. Luke Stein has 1 emails on RocketReach.
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