Luke Bolton is a skilled expert, who works in Securian Financial Group on the position of Analyst, New Business Suitability since 2016. Luke Bolton gained professional experience in more than seven positions at different companies. Luke Bolton went to the Central Baptist Theological Seminary and was studying there from 2009 to 2011. This person has professional qualifications: Series 7, Series 24, and Series 52. Minneapolis, Minnesota is the area, where this expert was lastly known to settle. This professional's phone number and email are accessed through SoftwareOfficial by request.
Name variants:
Lucas Bolton,
Lukas Bolton,
Luke Bolton
Last updated Jun 04, 2024
Contact Information
Last Update
Jul 5, 2022
Location
Minneapolis, MN
Company
Securian Financial Group
Workplace
Analyst, New Business Suitability
Work History
Analyst, New Business Suitability
Minnesota
I was promoted to analyst after completion of the General Securities Principal exam (Series 24). In this role I supervised financial advisors' activity by reviewing brokerage and managed inv...
Feb 2016 — Sep 2018
Director of Operations
7935 Stone Creek Dr SUITE 110, Chanhassen, MN 55317
I am Director of Operations at WaterRock Financial, a boutique firm that offers comprehensive wealth & legacy planning, investment management, and philanthropic guidance for individuals and ...
from Sep 2018
Technician, New Business Suitability
Minnesota
Upon my return to Securian Financial, I resumed my role as technician with my prior team in the Wealth Management Group. In this role I verified advisors' licensing for multiple lines of bus...
Apr 2015 — Feb 2016
Transportation Provider
1154 north 5Th St, Minneapolis, MN 55411
While pursuing graduate studies, I transported passengers with disabilities around the Twin Cities in the Metro Mobility program. In this role I provided care for individuals needs while mai...
Aug 2009 — Mar 2015
International Teacher
During a one-year assignment in China, I taught university courses about business management, marketing, and communication skills. This role required me to practice clear communication skill...
Aug 2012 — Jul 2013
Technician, Quality Assurance
Minnesota
My first role at Securian Financial was to assist with initial review of new applications, transfer requests, and additional documents. I also managed a shared email inbox, and created proce...
Dec 2007 — Jul 2009
Assistant Managing Editor
w10085 Pike Plains Rd, Dunbar, WI
While finishing my undergraduate studies, I worked 30 hours a week in the university's Publications Office. My role involved supervising a team of student employees to produce a yearbook, wr...
Jan 2002 — May 2005
Education
2009 — 2011
2001 — 2006
Occupations
Executive
Director of Operations
Analyst
Professor
School Principal
Accountant
Finance and Accounting Specialist
Operations Manager
Analysts
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Leadership
Team Leadership
Public Speaking
Customer Service
Strategic Communications
Administration
Microsoft Word
Microsoft Powerpoint
Powerpoint
Teaching
Educational Leadership
Scholarly Research
Cross Cultural
Leadership Development
Series 7
Series 24
Series 66
Series 52
Series 53
FAQs about Luke Bolton
What's the main profession of Luke Bolton?
Luke Bolton is a Director of Operations.
What are the profession of The expert?
These person's professions are Executive and Director of Operations
Where is Luke Bolton currently located?
The professional is currently located in Minneapolis, Minnesota.
Where did Luke Bolton work?
Luke worked at Securian Financial Group, Waterrock Financial, Llc.
Where has Luke Bolton studied?
Luke studied at the Central Baptist Theological Seminary from 2009 to 2011.
What are the certifications of Luke Bolton?
This expert received the following certifications: Series 7, Series 24, Series 52, Series 53, Series 66, Flma - Level 1 (Insurance Fundamentals), Financial Industry Regulatory Authority (Finra), and Loma.
Are there any special industries, that Luke Bolton is connected to?
This person works in Financial Services industry.
What are the skills of Luke Bolton?
This person has such skills as Financial Services, Leadership, Team Leadership, Public Speaking, Customer Service, Strategic Communications, Administration, and Microsoft Word.