Luke Bradshaw Email & Phone Number

Cincinnati, Oh, Us

Boston, Ma, Us

• Conducted comprehensive financial assessments for clients to assess retirement goals, concerns, and current financial situation, establishing trust and building long-term relationships• Analyzed clients’ current financial status and future projections using financial modeling software to identify solutions and strategies for improvement• Provided guidance on appropriate investments and asset allocation strategies that aligned with clients’ goals, timelines, and risk profile• Analyzed team performance KPIs, identified process strengths and opportunities, and lead strategic discussions to enhance team efficiency and effectiveness• Selected as Excellence in Action award winner 2x for standout performance and contributions to team success

Boston, Ma, Us

• Created strategic retirement plans for 401k participants through holding appointments and presenting solutions• Developed superb customer relationship and time management skills through daily client financial conversations• Analyzed team performance KPIs, identified process strengths and opportunities and lead strategic discussions• Upskilled in Agile project management, JIRA, Systems Analysis, and SQL

Boston, Ma, Us

Boston, Ma, Us

• Ranked in the top percentile nationally in customer experience, productivity, and call model process• Selected as Excellence in Action award winner in 2023 Q2 for display of leadership and client interactions• Chosen as standout performer and leader to be interviewed by the Head of Fidelity PI Regional Centers

• Applied lean management principles to streamline business practices increasing 2021 profitability by over 14%• Overhauled monthly financial reporting practices and identified continuous improvement opportunities• Managed and analyzed major client relationships that generate over $350k gross revenues yearly• Developed detailed budgets and strategic plans for daily and long-term operations

• Utilized leadership skills through managing a team of 5 full time employees while navigating COVID 19 pandemic• Strengthened project and time management skills through planning and executing small business operations

Cincinnati, Oh, Us

• Analyzed warehouse production KPIs through SAP and presented goals to 50+ employees and leadership team daily• Created detailed Excel statistical models for a Six Sigma Green Belt Project to identify warehouse orders that cleared $50+ million worth of internal problem orders• Implemented numerous lean six sigma tools with plant management including value stream mapping, data analysis, visual management and additional DMAIC techniques• Partnered with internal consulting team using agile and kanban methodology to analyze inventory management processes, implementing layout changes and tracking improvements • Oversaw fundraising and volunteering for internal charity drives

Paris, Fr

• Process mapped 20+ internal insurance claims processes and identified areas to be streamlined• Scheduled and conducted meetings with cross-functional teams to improve internal process communication

St. Louis, Mo, Us

Bachelor Of Science - Bs, Operations Management And Business Analytics

Certified Financial Planning - Education Program, Financial Planning And Services

Education record