Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Luke Mathis is listed as Financial Consultant based in Philadelphia, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Luke Mathis.
Luke Mathis previously worked as Financial Consultant at Equitable and Investment Scholar at Saint Joseph'S University. Luke Mathis holds Bachelor Of Business Administration - Bba, Finance, Business Intelligence & Analytics, Economics from Saint Joseph'S University.
Passionate about the intersection of finance, technology, and data-driven insights, I am a driven individual with a keen interest in financial markets and financial technology applications. Throughout college, I actively managed and led various projects in equity research, sentiment analysis NLP, and business strategy. These experiences honed my skills in both financial analysis and team management. My fascination with machine learning and AI led me to explore innovative approaches to decision-making in financial markets. As a financial consultant, I effectively managed client relationships and used portfolio management principles to help clients make important investment decisions. I am eager to apply my practical experience and expertise in a dynamic team environment, as well as develop new avenues for leveraging financial technology in this fast-growing space.
A career timeline built from the work history available for this profile.
New York, Ny, Us
• Providing clients with informed advice about navigating retirement to achieve financial security.• Developing personalized models for sophisticated financial planning.• Coordinating with team members to develop, manage, and maintain client and business relationships.
Philadelphia, Pa, Us
• Educate multiple high-school classes in the field of investments and financial markets.• Facilitate simulated stock market program to provide students with practical investment experience.
Wall, New Jersey, Us
• Performed case study analysis for presentation with recommendations to senior advisors.• Developed advisory skills to create, grow, and maintain client relationships.• Applied knowledge of wealth management products to achieve client financial goals.
Toms River, New Jersey, Us
• Corrected procedure and diagnosis codes for resubmission of insurance claims to payers for successful payment.• Updated patient account information and communicated status of claim to team members.
Quick answers generated from the profile data available on this page.
Luke Mathis is listed as Financial Consultant.
Luke Mathis is based in Philadelphia, Pennsylvania, United States.
Luke Mathis has worked for Equitable, Saint Joseph'S University, Creative Financial Group, and Cg Healthcare Solutions, Llc.
You can use AeroLeads to view verified contact signals for Luke Mathis, including work email, phone, and LinkedIn data when available.
Luke Mathis holds Bachelor Of Business Administration - Bba, Finance, Business Intelligence & Analytics, Economics from Saint Joseph'S University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contacts