Jake Luffman Email & Phone Number

Aspiring Financial Professional | Junior at Indiana University Kelley School of BusinessMy name is Jake Luffman, a current junior studying Finance at Indiana University Kelley School of Business (AFP Workshop) with a minor in Informatics. I am a young professional with an emphasis on consistency, dedication, and relentless effort. Throughout my journey pursuing my business degree at Indiana University Kelley School of Business, I've encountered numerous challenges and tasks. From dedicating myself to gaining admission into Kelley SB to achieving a GPA exceeding 3.5 and earning academic honors, I've consistently strived for excellence. Now, as I embark on pursuing a minor in the Luddy School of Informatics, I aim to further broaden my skill set. Alongside my academic pursuits, I've gained valuable experience working as a financial planner and data acquisition intern at Phantom Technologies, a substantial part of my role included performing due diligence on prospective data banks, assembling excel worksheets, and conducting financial analysis. After incorporating my skills provided above, I would work diligently with my colleagues who managed the procurement of data, locating and merging important datasets, increasing business expertise to support well-informed decision-making, and enabling our AI software to perform better through deeper machine learning. After Exposure to my Financial Planning & Analysis Workshop, where I built and interoperated financial models to analyze and project financial performance. The opportunity to learn more about leveraging and forecasting investments to create returns and grow investments excited me. Assisting clientele with a service and assuring them of a prosperous investment through data analytics is something I accomplished daily in my current role. I also created connections through my personality that made my colleagues not just peers, but family. These personal relation skills were cultivated in my role as bartender at Kawa Ni working in cohesion with piers to insure customer satisfaction. Moreover, I've demonstrated my creativity by initiating fundraisers in my hometown to support underdeveloped areas' athletics and recreational facilities. I am eager to leverage my expertise in finance, coding and data analytics to drive success in wealth management positions.