Luke Mclaughlin

Luke Mclaughlin Email and Phone Number

Owner and Associate Wealth Management Advisor at Capital River Wealth Management @ Northwestern Mutual
Luke Mclaughlin's Location
Phoenixville, Pennsylvania, United States, United States
Luke Mclaughlin's Contact Details

Luke Mclaughlin personal email

n/a
About Luke Mclaughlin

Luke Mclaughlin is a Owner and Associate Wealth Management Advisor at Capital River Wealth Management at Northwestern Mutual. He possess expertise in unix, sql, linux, performance attribution, blackrock aladdin and 25 more skills.

Luke Mclaughlin's Current Company Details
Northwestern Mutual

Northwestern Mutual

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Owner and Associate Wealth Management Advisor at Capital River Wealth Management
Luke Mclaughlin Work Experience Details
  • Northwestern Mutual
    Owner And Associate Wealth Management Advisor
    Northwestern Mutual Mar 2018 - Present
    Milwaukee, Wi, Us
    Our Mission: To bring our clients financial clarity in all areas of life – personal, family, business, and community – with a team committed to passion, purpose, and partnership in every interaction.We asked our clients what they valued most about working with us. This is what they said:We bring PASSION to work each day. Approaching our work, our education, and our client relationships with bold responsibility is our highest commitment.We are driven by PURPOSE. Helping our clients to make a meaningful impact on their financial futures and their lives is what motivates us.We strive for PARTNERSHIP. Working together in a trusted relationship empowers you to achieve your vision.
    View
  • Blackrock
    Analyst
    Blackrock Dec 2016 - Mar 2018
    New York, Ny, Us
    View
  • Hartford Funds
    Internal Advisor Consultant
    Hartford Funds May 2015 - Nov 2016
    Wayne, Pa, Us
    View
  • Grant Williams Lp
    Broker/Agent
    Grant Williams Lp 2011 - Dec 2014
  • Clark Capital Management Group
    Relationship Manager
    Clark Capital Management Group 2009 - 2014
    Philadelphia, Pa, Us
    View
  • La Fitness
    Assistant Operations Manager
    La Fitness Mar 2009 - Jul 2009
    Irvine, California, Us
    View
  • J.G. Wentworth
    Key Account Sales Representative
    J.G. Wentworth Jun 2008 - Mar 2009
    Chesterbrook, Pa, Us
    View

Luke Mclaughlin Skills

Unix Sql Linux Performance Attribution Blackrock Aladdin Data Analysis Financial Analysis Qualitative And Quantitative Research Methodologies Relationship Management Options Strategies Finance Investment Advisory Hedge Funds Mutual Funds Portfolio Management Wealth Management Salesforce.com Financial Planning Series 63 Series 7 Asset Management Equity Trading Cost Basis Reporting Estate Tax Planning Customer Service High Yield Bonds Financial Statements Bloomberg Software Morningstar Tax Preparation

Luke Mclaughlin Education Details

  • Eastern University
    Eastern University
    General
  • Eastern University
    Eastern University
    Political Science And Government

Frequently Asked Questions about Luke Mclaughlin

What company does Luke Mclaughlin work for?

Luke Mclaughlin works for Northwestern Mutual

What is Luke Mclaughlin's role at the current company?

Luke Mclaughlin's current role is Owner and Associate Wealth Management Advisor at Capital River Wealth Management.

What is Luke Mclaughlin's email address?

Luke Mclaughlin's email address is lu****@****nds.com

What schools did Luke Mclaughlin attend?

Luke Mclaughlin attended Eastern University, Eastern University.

What skills is Luke Mclaughlin known for?

Luke Mclaughlin has skills like Unix, Sql, Linux, Performance Attribution, Blackrock Aladdin, Data Analysis, Financial Analysis, Qualitative And Quantitative Research Methodologies, Relationship Management, Options Strategies, Finance, Investment Advisory.

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