Luke Maier
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Luke Maier Email & Phone Number

Associate Advisor at Fort Point Capital Partners
Location: San Francisco Bay Area, United States, United States 6 work roles 1 school
1 work email found @equitable.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@equitable.com
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Current company
Fort Point Capital Partners
Role
Associate Advisor
Location
San Francisco Bay Area, United States, United States
Company size
16 employees

Who is Luke Maier? Overview

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Quick answer

Luke Maier is listed as Associate Advisor at Fort Point Capital Partners, a company with 16 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Luke Maier.

Luke Maier previously worked as Financial Consultant at Equitable Advisors and Marketing Intern at Cummins India. Luke Maier holds Bachelor Of Arts - Ba, Economics from Depauw University.

Company email context

Email format at Fort Point Capital Partners

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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Luke Maier. Compare company email patterns before reaching out.

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Profile bio

About Luke Maier

Luke is an Associate Advisor at Fort Point Capital Partners LLC whose responsibilities include providing support to advisors in all areas of relationship management and financial planning.Founded in 2008, Fort Point is an SEC-registered investment adviser that provides tailored investment solutions to individuals, wealth advisory firms, family offices, and institutions. The firm has particular expertise utilizing options-enhanced risk management strategies to facilitate desired client outcomes.

Listed skills include Microsoft Office, Microsoft Excel, and Data Analysis.

Current workplace

Luke Maier's current company

Company context helps verify the profile and gives searchers a useful next step.

Fort Point Capital Partners
Fort Point Capital Partners
Associate Advisor
san francisco, california, united states
Website
fortpointcap.com
Employees
16
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6 roles

Luke Maier work experience

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

Financial Consultant

Equitable Advisors

San Francisco, CA

  • Nurtured trust-based relationships with prospects and clients to identify their financial goals and recommend customized portfolio solutions
  • Explained complex financial concepts and products to prospects and clients in digestible form
  • Developed relationships with internal and external partners to maximize value for clients
  • Analyzed portfolios and communicated findings to clients
  • Researched financial markets and provided clients with regular updates
  • Consistently made 500+ prospecting cold/warm calls per week
Nov 2021 - Dec 2023

Marketing Intern

Cummins India

Pune, Maharashtra, India

  • Evolved the framework for a capability development program to be used by leaders to train employees in product planning and product management
  • Derived insights on the needs of employees through qualitative and quantitative analyses performed in Microsoft Excel
  • Met with leaders to identify weak competencies to target in the capability development program framework
  • Pitched the framework to upper management, which was then passed on to the leaders responsible for implementing the training program
Aug 2019 - Dec 2019

Treasury Intern

City Of Oakland

Oakland, CA

  • Researched for and contributed to the quarterly market update for the City of Oakland
  • Gained exposure to public treasury operations
Jun 2019 - Jul 2019
Team & coworkers

Colleagues at Fort Point Capital Partners

Other employees you can reach at fortpointcap.com. View company contacts for 16 employees →

CD Chad Demartini Chad Demartini Colleague at Fort Point Capital Partners New York, New York, United States, United States View → CB Cj Blassick, Cfp® Cj Blassick, Cfp® Colleague at Fort Point Capital Partners Manhattan Beach, California, United States, United States View → TS Tyler Sloan Tyler Sloan Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → BB Booth Boughan Booth Boughan Colleague at Fort Point Capital Partners Los Angeles Metropolitan Area, United States View → CK Caitlin Kneram Caitlin Kneram Colleague at Fort Point Capital Partners United States, United States View → MA Mark A. Anderson, Cfp® Mark A. Anderson, Cfp® Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → BT Brandon T. Brandon T. Colleague at Fort Point Capital Partners New York, New York, United States, United States View → RH Roy Haya Roy Haya Colleague at Fort Point Capital Partners New York, New York, United States, United States View → JM John Mcdevitt John Mcdevitt Colleague at Fort Point Capital Partners San Francisco, California, United States, United States View → JM John Mcdevitt John Mcdevitt Colleague at Fort Point Capital Partners Greenbrae, California, United States, United States View →
1 education record

Luke Maier education

FAQ

Frequently asked questions about Luke Maier

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

What company does Luke Maier work for?

Luke Maier works for Fort Point Capital Partners.

What is Luke Maier's role at Fort Point Capital Partners?

Luke Maier is listed as Associate Advisor at Fort Point Capital Partners.

What is Luke Maier's email address?

AeroLeads has found 1 work email signal at @equitable.com for Luke Maier at Fort Point Capital Partners.

Where is Luke Maier based?

Luke Maier is based in San Francisco Bay Area, United States, United States while working with Fort Point Capital Partners.

What companies has Luke Maier worked for?

Luke Maier has worked for Fort Point Capital Partners, Equitable Advisors, Cummins India, City Of Oakland, and Oakland Parks And Recreation Foundation.

Who are Luke Maier's colleagues at Fort Point Capital Partners?

Luke Maier's colleagues at Fort Point Capital Partners include Chad Demartini, Cj Blassick, Cfp®, Tyler Sloan, Booth Boughan, and Caitlin Kneram.

How can I contact Luke Maier?

You can use AeroLeads to view verified contact signals for Luke Maier at Fort Point Capital Partners, including work email, phone, and LinkedIn data when available.

What schools did Luke Maier attend?

Luke Maier holds Bachelor Of Arts - Ba, Economics from Depauw University.

What skills is Luke Maier known for?

Luke Maier is listed with skills including Microsoft Office, Microsoft Excel, and Data Analysis.

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