Luke Wright Email & Phone Number

Client Excellence and Operations Manager @ Boom Planning

5 free lookup(s).

Luke Wright Location

Huntington Beach, CA, US

Luke Wright Work

2020 - now Client Excellence and Operations Manager @ Boom Planning
2008 - now Registered Representative @ Ameritas
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2015 - 2019 Operations @ 20/20 Financial Advisers, LLC

2005 - 2018 Director of Client Services @ 20/20 Financial Advisers, LLC
2004 - 2005 Reservations @ Montage Hotels & Resorts
2003 - 2003 Purchasing Agent @ Maho Bay | St. John USVI

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Luke Wright Education

California Polytechnic State University-San Luis Obispo
Bachelor of Science - BS
2001 - 2004

Luke Wright Skills

Customer Service
Asset Management
Portfolio Management

Sales
Financial Modeling
Marketing
Insurance
Mutual Funds
Finance
Investments

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Luke Wright Summary

Luke Wright, based in Huntington Beach, CA, US, is currently a Client Excellence and Operations Manager at Boom Planning. Luke Wright brings experience from previous roles at Ameritas, 2020 CMI, 20/20 Financial Advisers, LLC and Montage Hotels & Resorts. Luke Wright holds a 2001 - 2004 Bachelor of Science - BS @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Customer Service, Asset Management, Portfolio Management, Sales, Financial Modeling and more. Luke Wright has 3 emails and 1 mobile phone numbers on RocketReach.

Luke Wright Emails

Found 3 emails

Luke Wright Phone Numbers

Found 6 phone numbers

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