2026 -now Associate Advanced Planning and Case Design @
2025 -2026 Wealth Management Consultant @
2025 -2025 Retirement Consultant ll @
2022 -2025 Retirement Consultant @
2019 -2022 National Account Sales Associate @
2018 -2021 Soccer Coach @
2019 -2019 Account Executive @
2018 -2019 Business Development Representative II @
2017 -2018 Sales Development Representative @
Stephen Luna Education
Fitchburg State University
Bachelor of Science (B.S.), Business Management and Finance (Business Management and Finance)
2012-2016
Stephen Luna Skills
Mathematics
Camps
Financial Advisory
Team Building
Customer Relationship Management Crm
Consulting
Market
Bri
Seeding
Printing
Sports Communication
Dentists
Sports Enthusiast
Sales
Community
Carpentry
Cold Calling
Demography
Large Groups
Market Research
SPIN
Breakdowns
Business Administration
Savings
Entrepreneurship
Construction
Attention To Details
Temporary Placement
Event Management
Residential Homes
Exit Surveys
Google Analytics
Travel
Management
Design
Coaching
Public Relations
Science
Calls
Business To Business B2B
Resume
Spanish
Leadership
Wellness
PowerPoint
Soccer
Public Speaking
Adobe
Salesforce.com
Methodology
Follow Ups
Preferences
Web Content
Swimming
Polite
Profit
Press Releases
Microsoft PowerPoint
Cpr Certified
Photoshop
Physicians
Forecasting
Customer Satisfaction
Cell
Healthcare
Team Leadership
Bilingual
B2B Marketing
Fundraising
Supervision
Microsoft Office
Buying
Microsoft Excel
New Business Development
Transportation
Nonprofits
Nurse Practitioners
Training
Editing
Community Outreach
Digital Production
Customer Service
Enterprise Software
Surveying
Teamwork
Business Management
Canvassing
Project Management
Product Development
Logo Designs
Research
Age Groups
Commercial Real Estate
Analysis
Drawing
Campaigns
Rivers
Mindset
Written
Print
Trails
Handling Money
Informational Interviews
Letters
Demographics
Social Media
Customer Relations
Precise
Sports
Breakdown
Foot
Event Planning
Vendor Relations
Web Design
Software As A Service Saas
Communication
Business Analysis
Negotiation
Advertising
Lead Generation
Cedar
Strategic Planning
Sales Management
Marketing
Social Networking
Breaking
Drafting
Time Management
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
Account Management
Boost
Insightful
Fitness
Enthusiast
Facebook
Microsoft Word
Parties
Xpress
Interviews
International Business Management
Collateral
Social Media Marketing
Market Analysis
Creative Briefs
Email Marketing
CSS
Marketing Strategy
Meetings
Multilingual
French
Sports Marketing
Recruiting
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, Manulife John Hancock Retirement and John Hancock. Stephen Luna holds a 2012 - 2016 Bachelor of Science (B.S.), Business Management and Finance in Business Management and Finance @ Fitchburg State University. With a robust skill set that includes Mathematics, Camps, Financial Advisory, Team Building, Customer Relationship Management Crm and more. Stephen Luna has 2 emails and 1 mobile phone numbers on RocketReach.
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