Luke Sutton Email and Phone Number
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Luke is a Financial Advisor with Centennial Wealth Management. Luke holds the Series 65 license and has completed the examination process for the Series 6, 7, & 66 licenses. Luke Sutton is an Investment Advisor Representative with Dynamic Wealth Advisors dba Centennial Wealth Management. All investment advisory services are offered through Dynamic Wealth Advisors.Luke’s professional career was kick-started when he launched a startup company and raised over $1Million to launch and grow the company. He then transitioned into consulting where he specialized in Organizational Behavior and leadership.While working for KPMG LLP and the Gallup Organization, Luke gained valuable experience consulting with the leadership teams of some of the world’s most successful organizations such as the NFL, Lowe’s, Molson Coors, and State Street. His success in the consulting world was sought out as he was asked to speak regularly at events at Kansas State Leadership Institute, Omaha Chamber of Commerce, and University of Nebraska leadership academy. He leverages his knowledge and experience from consulting with successful leaders to provide sound advice to his clients. People are Luke’s passion and he is happiest when he is working with his investment clients to help them plan and manage their futures based on sound financial principles.
Centennial Wealth Management
View- Website:
- centennialwealthmanagement.com
- Employees:
- 6
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Financial AdvisorCentennial Wealth ManagementRexburg, Id, Us -
Financial AdvisorCentennial Wealth Management Sep 2020 - PresentRexburg, Idaho, United States -
Financial AdvisorSummit Financial Jul 2018 - Aug 2020Rexburg, Idaho, United States -
Manager, People & Change | Behavioral Change Management LeadKpmg Oct 2015 - Jun 2018Dallas/Fort Worth Area• Created change management and communication strategy for Fortune 50 Retailer to implement a new HR ERP system; identified change impacts; created a risk assessment and identified mitigation strategies; conducted stakeholder interviews and analysis; created methodology for selecting change agents and established the change agent network structure.• Created migration playbook to shift a top 5 Global Beverage Company to a shared services model; created change management roadmap and overall communication strategy; conducted change impact assessment; created toolkit for use in migrating key accounting, finance, and HR functions to a global shared service center in Romania. • Led the requirements gathering and testing efforts to create a new onboard solution - KPMG OnBoard; designed future state processes and workflows to be automated by the onboard system; created training materials complete with participant guides, training manuals, SOPS, and use cases; delivered training for key user groups including super-users; created sales and marketing collateral to increase sales of the solution.• Co-led the Consumer Goods and Retail cohort of change management professionals at KPMG; created brochure for leading change in times of disruption; organized monthly meetings for team collaboration and planning. -
Managing Consultant | Culture Transformation Leader | Employee Engagement StrategistGallup Dec 2014 - Oct 2015Omaha, Ne• Led new business pursuits to deliver annual quota of $2.5M in sales in the following categories: learning & development, change management, employee engagement, talent management, and culture transformation.• Designed transformation strategies aimed at increasing employee engagement, decreasing employee turnover, and increasing productivity. Average results include 25% increase in employee engagement metrics; 10% decrease in turnover; 15% increase in per person productivity; and 5% increase in profitability.• Championed and tested new learning and development curriculum for managers and executives based on Gallup research and case studies – 100% adoption of training courses across my clients. • Invented new project management processes for implementing transformational employee engagement programs – led to 55% increase in operating margin across these projects.• Top 10 sales producer for Gallup for 2 years in a row.• Served as Subject Matter Expert in the agriculture industry and advise CEOs of the largest agriculture cooperatives in the nation.• Guest Lecturer on Gallup’s Strengths Center network (Clifton StrengthsFinder®) and University of Nebraska International Business courses. -
Senior Client Development Consultant | Employee Engagement And Change Management LeadGallup Jul 2012 - Dec 2014Omaha, Ne• Generated over $4 Million of new sales.• Advised clients on strategies for growing their business and improving their operations.• Led consulting teams to deliver impact to clients | Employee engagement, culture definition and enhancement, succession planning, leadership development, change management, brand alignment, customer satisfaction and engagement, mergers and acquisitions.• Managed profit and loss statements (P&L) for my portfolio.• Improved process efficiencies and grew profit margin by 50%.• Mentored and advised new employees as part of onboarding and training development programs.• Improved process efficiencies and grew profit margin by 50%.• Trained and facilitated organizational change programs for 8 clients.• Managed up to 15 team members to execute client work.• Created curriculum and tailored consulting solutions to meet client needs. -
Client Development Consultant | Business Development Leader | Leadership And Change SpecialistGallup Jun 2011 - Jul 2012Omaha, Ne•Presented recommendations to executive teams and boards of directors•Managed client relationships and project teams to deliver $1M of consulting services•Performed business impact analysis through linking clients' financial metrics to their employee and customer engagement metrics•Performed business impact analysis through linking clients' financial metrics to their employee and customer engagement metrics•Consulted in the following industries: financial services, manufacturing, and agriculture •Led work projects in change management, employee engagement, leadership strategy and curriculum design -
Associate Brand Manager - Mba InternKimberly-Clark May 2010 - Aug 2010Neenah, Wi•Developed the brand penetration strategy for a new product in the child care space; Created ROI analysis to support the launch•Collaborated with ad agency of Ogilvy & Mather to develop product messaging and advertising•Completed comprehensive financial analysis on a weekly basis to gauge the penetration of Kimberly Clark's products across large retailers such as Target, Walgreen's, and Kroger•Created marketing collateral for channel managers to expand market share•Created experiential marketing solutions for use inside large retailers to increase traffic to Kimberly Clark's product locations•Worked cross-functionally to create promotional packaging for baby care products -
Senior AssociateKpmg Us Nov 2007 - Sep 2008Dallas, Tx•Led teams of associates in executing Sarbanes-Oxley compliance projects, internal audit projects, and business process improvement projects; key industries included Oil and Gas, Manufacturing, and Financial Services•Managed project financial budgets and work in progress reporting on a monthly basis•Organized and led community service outreach programs - Ronald McDonald House and Bowling for Kids•Drafted audit and exception reports and delivered results to KPMG partners and key client contacts•Assisted in recruiting efforts at Brigham Young University and Texas Tech University -
AssociateKpmg 2006 - 2007Dallas, Tx•Tested Sarbanes-Oxley controls at client companies•Consulted clients on business process improvements•Received rewards and recognition for excellent work -
Co-FounderInformera 2004 - 2006Dallas, Tx•Worked to launch Informera - a digital media advertising company•Gained traction in local market while attending school to prove the concept•Led national sales efforts and landed concept tests with Brinker International and Outback Steakhouse (OSI)•Created marketing roll-out strategy and managed key account relationships•Hired and trained employees•Raised over 1 million dollars in Venture Capital funding to fully launch the company•Collaborated with investors to grow the company
Luke Sutton Skills
Luke Sutton Education Details
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Marketing, Strategy
Frequently Asked Questions about Luke Sutton
What company does Luke Sutton work for?
Luke Sutton works for Centennial Wealth Management
What is Luke Sutton's role at the current company?
Luke Sutton's current role is Financial Advisor.
What is Luke Sutton's email address?
Luke Sutton's email address is ls****@****ial.com
What is Luke Sutton's direct phone number?
Luke Sutton's direct phone number is (201) 307*****
What schools did Luke Sutton attend?
Luke Sutton attended Brigham Young University, Brigham Young University.
What are some of Luke Sutton's interests?
Luke Sutton has interest in Grilling, Public Speaking, Flying Airplanes, Coaching Basketball.
What skills is Luke Sutton known for?
Luke Sutton has skills like Business Strategy, Leadership, Analytics, Management, Market Research, Marketing, Strategy, Business Process Improvement, Consulting, Management Consulting, Economics, Leadership Development.
Who are Luke Sutton's colleagues?
Luke Sutton's colleagues are Mark Minarik, Cima®.
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