Luke Katovitz
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Luke Katovitz Email & Phone Number

Partnerships Advisor at ROK Financial
Location: New York City Metropolitan Area, United States, United States 8 work roles 2 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
ROK Financial
Role
Partnerships Advisor
Location
New York City Metropolitan Area, United States, United States
Company size
416 employees

Who is Luke Katovitz? Overview

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Quick answer

Luke Katovitz is listed as Partnerships Advisor at ROK Financial, a company with 416 employees, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Luke Katovitz.

Luke Katovitz previously worked as Business Development Officer at Rok Financial and Prime Brokerage Sales Rotation at Societe Generale Corporate And Investment Banking - Sgcib. Luke Katovitz holds Bachelor Of Science - Bs, Double Major In Finance And Marketing from University Of Delaware.

Company email context

Email format at ROK Financial

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ROK Financial

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Profile bio

About Luke Katovitz

As a Business Development Officer at ROK Financial, I work closely with Bankers, Accountants, Attorneys, Consultants, and other professionals to help them better serve their small business clients by connecting them with our trusted financial advisors. By leveraging ROK Financial’s flexible financing solutions—such as working capital, equipment financing, and lines of credit—I enable my partners to offer tailored financial resources to their clients. In doing so, I help them grow their businesses through valuable referral partnerships and a revenue-sharing program that rewards successful referrals.My goal is to build strong, mutually beneficial partnerships with professionals who directly work with small businesses. By partnering with ROK Financial, you can offer your clients flexible funding solutions while earning a generous revenue share on every deal you refer. Together, we can help small businesses achieve their financial goals and scale their operations.If you’re a professional looking to provide more value to your clients and grow your business through a trusted financial partner, let’s connect!

Current workplace

Luke Katovitz's current company

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ROK Financial
Rok Financial
Partnerships Advisor
New York, NY, US
Website
rokfi.com
Employees
416
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8 roles

Luke Katovitz work experience

A career timeline built from the work history available for this profile.

Business Development Officer

Current
Rok Financial
Nov 2024 - Present

Prime Brokerage Sales Rotation

Societe Generale Corporate And Investment Banking - Sgcib

Provided support to Corporate & Institutional Sales team including; reporting, mandate recordkeeping, and marketing Collaborated with Account Executives to create a business proposal request (RFP) to renew futures commission merchant (FCM) servicesDeveloped a master deck for clients highlighting the capabilities within prime brokerage & clearing operations.

Mar 2023 - Sep 2023

Commodity Trading Rotation

Societe Generale Corporate And Investment Banking - Sgcib

Worked closely with various commodity desks including agricultural and macro trading desksOperational exposure to hedging against forward commodity contractsExternal client reporting on trading activity regarding notional market impact and ICE concentration chargesCreated business pitches for internal risk and profitability assessment to be reviewed by the.

Mar 2023 - Sep 2023

Product Specialist Rotation

Societe Generale Corporate And Investment Banking - Sgcib

New York, New York, United States

Produced investment strategy marketing and reporting materials for distributionCurated and distributed campaigns for product push and reporting in-line with sales initiativesDaily development of client materials regarding Societe Generale products, including brochures, newsletters, digital reports, websites, and email campaignsLed the marketing campaigns.

Sep 2022 - Mar 2023

Founding Member

Pi Kappa Alpha International Fraternity

Involved in the efforts that led to the re-establishment of the fraternity at the University of DelawareThis organization is now the largest active fraternity on campusVolunteered for numerous philanthropic events where money was raised in support of Preston's March charity

Feb 2018 - Sep 2022

Sales

Glen Head Country Club

Glen Head, New York, United States

Managed inventory, accommodated members with special orders, organized invoices, and orchestrated outingsDirected and scheduled a team of 10 employees to provide outstanding service to membersHelped train new employees and was recognized by my boss for ability to teach technical topics in a manner that’s easy to comprehend.

Apr 2020 - Aug 2021

Sales

Bayville Hardware And Home

Bayville, New York, United States

Established a strong work ethic, managed inventory, transaction experience Responsible for building and installing wide variety of productsLearned time management and responsibilityLearned how to operate under pressureInvaluable customer service and communication skills

Jun 2017 - Aug 2021
Team & coworkers

Colleagues at ROK Financial

Other employees you can reach at rokfi.com. View company contacts for 416 employees →

PD Paul Dasilva Paul Dasilva Colleague at Rok FinancialGreater Boston, United States View → AC Arnoldo Chapa Arnoldo Chapa Colleague at Rok FinancialEdinburg, Texas, United States, United States View → AB Alexandria Brock Alexandria Brock Colleague at Rok FinancialSt Petersburg, Florida, United States, United States View → KR Kathy Rompola Kathy Rompola Colleague at Rok FinancialSugar Land, Texas, United States, United States View → QL Quinele Legree Quinele Legree Colleague at Rok FinancialCoatesville, Pennsylvania, United States, United States View → GR Gregorio Rivero Gregorio Rivero Colleague at Rok FinancialOrlando, Florida, United States, United States View → BM Bryce Morris Bryce Morris Colleague at Rok FinancialYpsilanti, Michigan, United States, United States View → KH Krys Hayes Krys Hayes Colleague at Rok FinancialRed Oak, Texas, United States, United States View → RC Ryan Chen Ryan Chen Colleague at Rok FinancialGreat River, New York, United States, United States View → MG Matthew Gorski Matthew Gorski Colleague at Rok FinancialCentereach, New York, United States, United States View →
2 education records

Luke Katovitz education

Bachelor Of Science - Bs, Double Major In Finance And Marketing

University Of Delaware

Activities and Societies: Pi Kappa Alpha Fraternity

Education record

Locust Valley High School

Activities and Societies: Varsity Baseball Captain, Athletes Helping Athletes, National Honors Society, National Spanish Honors Society

FAQ

Frequently asked questions about Luke Katovitz

Quick answers generated from the profile data available on this page.

What company does Luke Katovitz work for?

Luke Katovitz works for ROK Financial.

What is Luke Katovitz's role at ROK Financial?

Luke Katovitz is listed as Partnerships Advisor at ROK Financial.

Where is Luke Katovitz based?

Luke Katovitz is based in New York City Metropolitan Area, United States, United States while working with ROK Financial.

What companies has Luke Katovitz worked for?

Luke Katovitz has worked for Rok Financial, Societe Generale Corporate And Investment Banking - Sgcib, Pi Kappa Alpha International Fraternity, Glen Head Country Club, and Bayville Hardware And Home.

Who are Luke Katovitz's colleagues at ROK Financial?

Luke Katovitz's colleagues at ROK Financial include Paul Dasilva, Arnoldo Chapa, Alexandria Brock, Kathy Rompola, and Quinele Legree.

How can I contact Luke Katovitz?

You can use AeroLeads to view verified contact signals for Luke Katovitz at ROK Financial, including work email, phone, and LinkedIn data when available.

What schools did Luke Katovitz attend?

Luke Katovitz holds Bachelor Of Science - Bs, Double Major In Finance And Marketing from University Of Delaware.

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