With work experience over five years, this expert is nowadays working at Main Management as a Vice President. Luke received his education from 2003 to 2007 at the California Polytechnic State University-San Luis Obispo. Luke has gained certifications in : General Securities Representative Examination - Series 7, Uniform Securities Agent State Law Examination - Series 63, and Equity Trader Limited Representative - Series 55. This professional lives in San Francisco, California. To contact directly with Luke, you can search for their phone or email or find exhaustive information by requesting access to Luke King's further details on SoftwareOfficial.
Name variants:
Lucas King,
Lukas King,
Luke King
Last updated Jun 05, 2024
Contact Information
Workplace
Vice President
San Francisco, CA
Industry
Investment Management, Management Services, Financial Advisor, Office Administrative Services
Colleagues
Work History
Vice President
San Francisco
Manage existing institutional and high net worth individual relationships and prospect for new business. Work to streamline and improve firm’s customer relationship management and new busine...
from Aug 2011
Associate
Assisted and supported Senior Equity Sales Traders with the identification, prospecting, and coverage of institutional clients.
Supported firm clients through the creation and distribution o...
Nov 2009 — Jul 2011
Assurance Associate
Performed audits and quarterly reviews of public and private company financial statements. Partnered with company management in the preparation of financial statements and applying areas of ...
Jul 2007 — Oct 2009
Sales Software Support
Maintained and updated a 10-megabyte, 40-tab Microsoft Excel-based sales software template utilized by all sales consultants while collaborating with engineering, sales and finance teams thr...
Oct 2006 — May 2007
Education
Occupations
Executive
Vice President
Custodian
Supporting Member
Financial Director
Technology Director
Project Manager
Chief Executive
Custodial Worker
Cleaners
Team Member
Financial Officer
Financial Manager
Technology Manager
Technical Managers
Project Managers
Skills
New Business Development
Client Relationship Building
Business Process Improvement
Asset Allocation
Portfolio Optimization
Equity Trading
Derivatives Trading
ETFs
Options Strategies
Asset Management
Salesforce.com
ThinkPipes
Blaze Portfolios Atom Align OMS
Securities
FAQs about Luke King
What is the main profession of Luke King?
The expert is a Trading and Business Development.
What jobs is Luke proficient at at?
The expert is proficient at such jobs as Executive and Vice President.
Where is Luke King located?
Luke King is located in San Francisco, California.
How many companies did Luke King work at?
Luke King worked at four jobs.
Where has Luke King studied?
Luke studied at the California Polytechnic State University-San Luis Obispo from 2003 to 2007.
Are there any certifications Luke King has?
The professional received the following certifications: General Securities Representative Examination - Series 7 and Uniform Securities Agent State Law Examination - Series 63.
Are there any industries, that Luke King is connected to?
Luke King works in Investment Management industry.
What are professional skills of Luke King?
This person has such skills as New Business Development, Client Relationship Building, Business Process Improvement, Asset Allocation, Portfolio Optimization, and Equity Trading.