Stephen Luna Email & Phone Number

Associate Advanced Planning and Case Design @ Passerelle Partners

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Stephen Luna Location

Boston, MA, US

Stephen Luna Work

Associate Advanced Planning and Case Design @ (May 2026 - Present)
Wealth Management Consultant @ (November 2025 - May 2026)
Retirement Consultant ll @ (June 2025 - November 2025)
Retirement Consultant @ (July 2022 - June 2025)
National Account Sales Associate @ (November 2019 - July 2022)
Soccer Coach @ (March 2018 - October 2021)
Account Executive @ (March 2019 - November 2019)
Business Development Representative II @ (February 2018 - March 2019)
Sales Development Representative @ (January 2017 - February 2018)

Stephen Luna Education

Fitchburg State University
Bachelor of Science (B.S.) (Business Management and Finance)
2012-2016

Stephen Luna Skills

401(k) Retirement Savings Plans
Account Management
Bilingual
Business-to-Business (B2B)
Client Relations
Client Services
Coaching
Cold Calling
Communication
Customer Relationship Management (CRM)
Customer Service
Enterprise Software
Event Management
Financial Advisory
Financial Analysis
Financial Planning
Individual Retirement Accounts (IRA)
Interpersonal Communication
Interpersonal Skills
Investing
Investment Products
Lead Generation
Leadership
Management
Market Research
Marketing
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
New Business Development
PowerPoint
Project Management
Public Relations
Public Speaking
Qualified Retirement Plans
Recruiting
Relationship Development
Research
Retirement Plan Consulting
Retirement Planning
Sales
Sales Effectiveness
Sales Management
Sales Processes
Sales Strategy
Salesforce.com
Soccer
Social Media
Social Media Marketing
Social Networking
Software as a Service (SaaS)
Sports
Strategic Planning
Teamwork
Time Management
Training
Wealth Management Services
Mathematics
Camps
Team Building
Customer Relationship Management Crm
Consulting
Market
Bri
Seeding
Printing
Sports Communication
Dentists
Sports Enthusiast
Community
Carpentry
Demography
Large Groups
SPIN
Breakdowns
Business Administration
Savings
Entrepreneurship
Construction
Attention To Details
Temporary Placement
Residential Homes
Exit Surveys
Google Analytics
Travel
Design
Science
Calls
Business To Business B2B
Resume
Spanish
Wellness
Adobe
Methodology
Follow Ups
Preferences
Web Content
Swimming
Polite
Profit
Press Releases
Cpr Certified
Photoshop
Physicians
Forecasting
Customer Satisfaction
Cell
Healthcare
Team Leadership
B2B Marketing
Fundraising
Supervision
Buying
Transportation
Nonprofits
Nurse Practitioners
Editing
Community Outreach
Digital Production
Surveying
Business Management
Canvassing
Product Development
Logo Designs
Age Groups
Commercial Real Estate
Analysis
Drawing
Campaigns
Rivers
Mindset
Written
Print
Trails
Handling Money
Informational Interviews
Letters
Demographics
Customer Relations
Precise
Breakdown
Foot
Event Planning
Vendor Relations
Web Design
Software As A Service Saas
Business Analysis
Negotiation
Advertising
Cedar
Breaking
Drafting
Remodeling
Locum Tenens
Cashiering
Project Planning
Pages
Project
Measurements
Contractual Agreements
Facilities Management
Pamphlets
Vendor Relationship Management
Business Performance Management
Country
Websites
Responsibility
Habits
Targeted Advertising
Camp
Door to Door
Internships
Boost
Insightful
Fitness
Enthusiast
Facebook
Parties
Xpress
Interviews
International Business Management
Collateral
Market Analysis
Creative Briefs
Email Marketing
CSS
Meetings
Multilingual
French
Sports Marketing
Competition
Software as a Service
Customer Relationship Management
Business to Business

Stephen Luna Summary

Stephen Luna, based in Boston, MA, US, is currently a Associate Advanced Planning and Case Design at Passerelle Partners. Stephen Luna brings experience from previous roles at Voya Financial and John Hancock. Stephen Luna holds a 2012 - 2016 Bachelor of Science (B.S.) in Business Management and Finance @ Fitchburg State University. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Bilingual, Business-to-Business (B2B), Client Relations and more. Stephen Luna has 2 emails and 2 mobile phone numbers on RocketReach.