Luke Winskowski Email & Phone Number
President @ 49 Financial
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Luke Winskowski Location
- Saint Paul, MN, US
Luke Winskowski Work
- 2024 - now President @
- 2022 - now Executive In Residence @
- 2020 - 2023 Senior Vice President SVP, Advice and Wealth Management @
- 2018 - 2020 President, Thrivent Advisor Network @
- 2011 - 2017 Partner @
- 2009 - 2011 Senior Business Consultant @
- 2005 - 2009 Financial Advisor @
- 2004 - 2005 Financial Analyst @
- 2003 - 2004 Financial Associate @
Luke Winskowski Education
- UMN Carlson School of Management
- Gustavus Adolphus College
Luke Winskowski Skills
- Mergers & Acquisitions (M&A)
- Financial Planning
- Business Relationship Management
- New Business Development
- Management
- Wealth Management Services
- Executive Leadership
- Financial Services
- Matrix Leadership
- Innovation Management
- General Management
- Executive Management
- Insurance
- Leadership
- Sales Management
- Team Leadership
- RIAs
- Retirement Planning
- Series 24
- Board of Directors
- Broker-Dealer Operations
- Agile Methodologies
- Product Management
- Investments
- Mutual Funds
- Retirement
- Fixed Annuities
- Financial Analysis
- Life Insurance
- Asset Managment
- Distribution Strategies
- FINRA Series 7
- Strategic Planning
- Public Speaking
- Strategy
- Team Building
- Business Development
- Consulting
- Coaching
- Entrepreneurship
- Nonprofits
- Risk Management
- Sales
- Management Consulting
- Leadership Development
- Business Strategy
- Business Planning
- Wealth Strategies
- Disability Insurance
- Portfolio Strategies
- PowerPoint
- Strategic Financial Strategies
- Portfolio Management
- Financial Modeling
- Data Analysis
- Business Analysis
- Finance
- Asset Allocation
- Wealth Management
- Microsoft Office
- Marketing
- Microsoft Excel
- Training
- Social Networking
- Customer Service
- Teamwork
- Analysis
- Securities
Luke Winskowski Summary
- Luke Winskowski, based in Saint Paul, MN, US, is currently a President at 49 Financial. Luke Winskowski brings experience from previous roles at F2 Strategy, Thrivent and Thrivent Financial. Luke Winskowski holds a UMN Carlson School of Management. With a robust skill set that includes Mergers & Acquisitions (M&A), Financial Planning, Business Relationship Management, New Business Development, Management and more. Luke Winskowski has 3 emails and 1 mobile phone numbers on RocketReach.
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