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 @
- 2008 - now Registered Representative @
- 2015 - 2019 Operations @
- 2005 - 2018 Director of Client Services @ 20/20 Financial Advisers, LLC
- 2004 - 2005 Reservations @
- 2003 - 2003 Purchasing Agent @ Maho Bay | St. John USVI
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
- Securities
- Financial Advisory
- 401k
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Wealth Management
- Strategic Financial Planning
- Retirement
- Investment Strategies
- Financial Services
- Strategic Planning
- Social Media
- Risk Management
- Customer Relationship Management (CRM)
- Internal Audit
- Internal Controls
- Onboarding
- Financial Reporting
- Series 63
- Data Visualization
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Management
- Problem Solving
- Creative Problem Solving
- Communication
- Organization Skills
- Critical Thinking
- Presentation Skills
- Series 7
- Series 6
- FINRA
- Uniform Combined State Law
- Custodians
- Internal Control Implementation
- Internal/External Consulting
- Data Feeds
- Interpersonal Skills
- Alternative Investments
- Estate Planning
- Customer Relationship Management Crm
- Fixed Annuities
- Financial Planning
- Hold Series 7
- SAN
- Wealth
- Customer Relationship Management
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 2 mobile phone numbers on RocketReach.
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