Luke Hedberg Email & Phone Number

As a Client Advisor, I am dedicated to delivering exceptional client support and tailored insurance solutions. My role involves guiding clients through their insurance needs, providing expert advice, and ensuring their coverage aligns with their unique situations. I work closely with our team to manage accounts, address inquiries, and foster long-lasting client relationships. My focus is on delivering high-quality service, maintaining compliance, and continuously improving the client experience.

Virginia Beach, Virginia, United States

For one exciting year, I led pivotal growth and operational initiatives at Tesseract Rentals, a dynamic company specializing in property management. My role involved steering cross-functional teams to enhance our portfolio, which encompassed over 500 units, while strategically onboarding new properties to expand our market footprint. I specialized in developing comprehensive financial analyses to track and optimize performance metrics, ensuring revenue management aligned with our ambitious growth objectives. My leadership not only drove internal process improvements but also fostered strong, collaborative relationships across the organization.

Buena Vista, Colorado, United States

From May 2021 to August 2023, I embraced the exhilarating role of Whitewater Raft Trip Leader, guiding guests through the majestic rivers of Buena Vista, CO. In this position, I was responsible for the safety, engagement, and memorable experience of up to 48 guests and staff across two daily expeditions. My role demanded acute attention to detail, rigorous safety standards, and exceptional leadership to navigate diverse river conditions while fostering a supportive and vibrant team environment. Beyond the rapids, I played a key role in facilitating social engagement, enhancing the overall experience for guests and building a cohesive, motivated team among company personnel.

Buena Vista, Colorado, United States

Facilitated and led Whitewater Rafting trips through Browns Canyon National Monument

Picton, Marlborough, New Zealand

From January to May 2023, I contributed to the conservation and sustainability efforts at Wild Waikawa, located in the stunning environs of Picton, New Zealand. My involvement included participating in forest meditation retreats, engaging in trail-building efforts, and maintaining invasive species trap lines, all aimed at preserving the natural beauty and ecological balance of the area. This role allowed me to collaborate with international teams, fostering a global exchange of ideas and practices in environmental stewardship. Living in off-grid housing, I embraced the principles of sustainable living firsthand. My journey through New Zealand, achieved via hitchhiking and through-hikes, enriched my experience, offering a deep dive into the country's diverse landscapes and cultural richness.

Riverside County, California, United States

In my tenure as CEO of the CBU Investment Group at California Baptist University, I spearheaded a pioneering initiative that bridged practical financial education with real-world investment strategies. My leadership extended across two distinct teams: the Investment Group, where we managed a portfolio with keen market insights, and the Peer-to-Peer Coaching team, designed to foster financial literacy among students. In total, I guided over 30 dedicated students, each contributing unique perspectives and expertise to our collective success.A cornerstone of my role involved compiling and presenting annual reports to the university's board members, a responsibility that not only highlighted our achievements and financial performance but also underscored the strategic decisions driving our portfolio growth. These presentations were instrumental in securing continued support for our initiatives and in showcasing the practical impact of academic learning when applied to real-world scenarios.Through this leadership position, I honed my skills in team management, financial analysis, and strategic communication, all while fostering an environment of learning and professional growth for the students involved. Our teams operated with distinct distinctions, reflecting the specialized nature of their contributions to our overarching mission of financial education and investment excellence.

Los Angeles Metropolitan Area

While pursuing my degree and fulfilling leadership roles in the CBU Investment Group and the JABS School of Business Student Leadership Council, I also excelled as a Personal Trainer at the University Recreation Center. In this capacity, I managed a diverse client base of over 50 individuals, consistently meeting with 15 clients weekly to achieve their fitness goals. My role required a delicate balance of time management and adaptability, allowing me to provide personalized fitness programs tailored to each client's unique needs, all while maintaining my academic and extracurricular commitments. My success as a personal trainer was not just measured by the physical accomplishments of my clients, but also by the trust and rapport built, fostering a supportive and motivational environment conducive to their overall well-being.

In my role at the CBU Recreation Center, I embraced the multifaceted responsibilities of providing exceptional customer service, overseeing the smooth operation of facility check-ins, and ensuring a welcoming environment for all guests. Tasked with managing over 400 student check-ins per shift, I developed a streamlined process that enhanced the efficiency and user experience of our facility's entry procedures. My duties extended to training new hires, a role in which I imparted the center's standards for service excellence and operational procedures, ensuring a consistent and high-quality guest experience. Additionally, I served as the face of the Recreation Center to prospective students and visitors, conducting tours and making announcements that highlighted our facilities' offerings and community engagement activities. This role honed my skills in customer service, team leadership, and public speaking, all while contributing to the vibrant campus life at California Baptist University.

In my tenure as Chief Investment Officer for the CBU Investment Group, I spearheaded a dedicated Portfolio Management team of five, focusing on the strategic oversight and enhancement of our investment portfolio. This role demanded a deep understanding of market dynamics and the application of advanced financial analysis and modeling techniques to drive decision-making and performance evaluation.I was responsible for forecasting portfolio performance, employing a rigorous analytical framework that integrated macroeconomic indicators, sector trends, and asset-specific research. My approach to backtesting portfolio performance involved historical data analysis to validate our investment strategies and risk management practices, ensuring alignment with our long-term financial objectives.A key achievement was the development of complex benchmarking systems and models, designed to measure our portfolio's performance against relevant indices and peer groups. This allowed for a nuanced understanding of risk-adjusted returns, informing our strategic asset allocation and rebalancing decisions. I also implemented quantitative and qualitative analysis tools to enhance our investment selection process, optimizing portfolio diversification and maximizing risk-adjusted returns.My leadership in this role was characterized by a commitment to fostering a culture of excellence and continuous learning within the team, encouraging innovative thinking and the application of best practices in portfolio management. Through this collaborative and analytical approach, we succeeded in delivering robust portfolio performance, contributing to the group's reputation for excellence in investment management among our academic and professional communities.

As a distinguished Council Member of the JABS School of Business Student Leadership Council at California Baptist University, I played a pivotal role in orchestrating a range of signature business events that enriched the academic community and fostered industry connections. My responsibilities were multifaceted, encompassing the coordination of school-wide events, liaising with local government leaders to secure keynote speakers, and meticulously planning and executing events from inception to completion.I leveraged my leadership and organizational skills to bring together students, faculty, and business professionals, creating impactful networking opportunities and learning experiences. A key achievement was my successful collaboration with local government and business leaders to introduce industry experts as keynote speakers, significantly enhancing the educational value of our events and promoting an environment of professional growth and exchange.My commitment to excellence in event planning was demonstrated through my hands-on approach to every aspect of event management, including conceptualization, logistics, marketing, and execution. This involved detailed coordination with various stakeholders to ensure events were aligned with the council's objectives, delivered on schedule, and provided meaningful engagement opportunities for the business school community.Serving on the JABS School of Business Student Leadership Council, I not only contributed to the vibrant academic and professional culture at California Baptist University but also developed critical leadership, communication, and project management skills that have equipped me for future professional endeavors in the business world.

As the Chief Marketing Officer for the CBU Investment Group, I spearheaded our digital marketing strategies, significantly enhancing our presence and engagement on social media platforms, particularly through the management of our Instagram accounts. My strategic approach to content creation and audience engagement resulted in a notable increase in club attendance, from an average of 18 to 25 members per meeting, with a record-breaking attendance of over 50 at our peak event. This growth not only demonstrated the effectiveness of targeted digital marketing tactics but also played a crucial role in fostering a vibrant community of finance enthusiasts.In addition to my marketing responsibilities, I led the Market Outlook Team, conducting in-depth financial analysis across various sectors. My team and I employed a comprehensive analytical framework to evaluate potential investments, integrating fundamental analysis, sector trends, and financial metrics to assess the investment viability of stocks. We rigorously applied our investment criteria, focusing on financial health, market position, and growth potential to identify high-value investment opportunities that aligned with our portfolio strategy.This dual role required a blend of creative marketing acumen and analytical finance skills, enabling me to contribute significantly to the group's visibility and investment success. By leveraging social media to increase engagement and applying rigorous analysis to inform our investment decisions, I played a pivotal role in advancing the group's objectives and enhancing its reputation within the academic and financial communities.

Buena Vista, Colorado, United States

Mount Vernon, Washington, United States

Starting as a Front End Assistant, I quickly assimilated into the fast-paced environment of Costco Wholesale, demonstrating a keen ability to enhance customer experiences and streamline checkout processes. My dedication to excellence and efficiency in this role led to a promotion to Cashier, where I honed my skills in handling transactions with precision and care, further elevating customer service standards.Embracing the opportunity to expand my impact, I evolved into the role of Food Court Trainer, a position that capitalized on my in-depth knowledge of Costco's operations and my passion for mentorship. In this capacity, I was responsible for training new team members, ensuring they met Costco's high standards for service, efficiency, and safety. This role allowed me to contribute significantly to the operational excellence of the food court, improving workflow, enhancing customer satisfaction, and fostering a culture of continuous learning and improvement among staff.Throughout my tenure at Costco Wholesale, I exemplified a commitment to growth, customer service excellence, and team development, showcasing my versatility and leadership within a dynamic retail environment.

Washington, United States

At Orca Masonry, I honed my craft and work ethic as a laborer, engaging in the construction of rock walls, fireplaces, and ponds. This hands-on experience not only equipped me with technical masonry skills but also instilled in me a deep appreciation for the artistry and precision required in building enduring structures. My responsibilities extended beyond construction, as I actively contributed to project planning and execution, ensuring each project met our high standards of quality and aesthetics.Parallel to my role at Orca Masonry, I embarked on an entrepreneurial journey as an independent contractor specializing in landscaping and field work. Recognizing the need for reliable and quality outdoor services in my community, I took the initiative to go door to door, generating business leads and establishing a trusted client base. This direct engagement taught me the importance of clear communication, customer service, and personalized solutions.Starting from elementary school, I cultivated a strong work ethic, learning the value of hard work, perseverance, and self-motivation. These early experiences laid the foundation for my professional development, teaching me the significance of taking initiative and the rewards of diligent work. Whether working with Orca Masonry or as an independent contractor, my focus has always been on delivering exceptional results and fostering positive relationships within the community.Through these roles, I have developed a robust skill set that includes project management, customer engagement, and technical masonry, all underpinned by a commitment to excellence and a strong work ethic cultivated from a young age.

Olympia, Washington

Over three transformative summers, I evolved from a high school volunteer into a pivotal Adventure Guide at Cascades Camp and Conference Center, a journey marked by increasing responsibility and impact. Initially, my role involved leading day camp groups of elementary schoolers, where I facilitated engaging cabin time, orchestrated large-scale games for over 200 students, and fostered an environment of inclusivity and fun.Building upon this foundational experience, I embraced the challenge of guiding multiple groups of students daily through high-adrenaline activities such as zip-lining and rock climbing as an Adventure Guide. This role not only required a meticulous emphasis on safety protocols to ensure the well-being of all participants but also demanded an infectious enthusiasm to make each adventure memorable and enjoyable.Throughout my tenure, I developed and honed my leadership abilities, learning to balance the thrill of adventure with the uncompromising priority of safety. My journey from volunteer to Adventure Guide exemplifies my commitment to personal growth, excellence in facilitation, and creating positive, life-changing experiences for youth in the great outdoors.

Bachelor In Finance, Finance And Financial Management Services

Activities and Societies: Lancer Financial Collective CBU Recreation JABS School of Business YoungLife My time at California Baptist.

High School Diploma

Activities and Societies: Varisity in Volunteerism National Honors Society Spanish Club Varsity Sports In high school, I balanced.