Luke Thompson Email & Phone Number

New Jersey, United States

Montvale, New Jersey, United States

• Screen each customer for product sales opportunities. Products include HELOC’s, personal/business loans, IRA’s, CD’s, credit cards, merchant solutions, and referrals to wealth managers.
• Manage customer complaints while resolving all issues and concerns in a professional manner.
• Adhere to strict cash handling and dual control policies and procedures.

New York, New York, United States

• Assisted in monitoring and executing seventeen private equity funds through daily and quarterly accounting tasks. Responsibilities included preparing cash reconciliations, capital call and distribution allocations.
• Allocated fund distributions and expenses on a pro-rata basis to each individual stakeholder and prepared merged client notices accordingly.
• World’s largest hedge fund and private equity administrator and mutual fund transfer agency.

Ridgewood, NJ

• Engage with diverse business employees to expand network, attaining various business knowledge
• Assist multiple clients simultaneously with shot recommendations, while analyzing different courses of actions
• Provide excellent customer service to clients, maintaining a professional, collaborative attitude

Hillsdale, NJ

• Managed cash flows of the fall activities business segment and administered responsibility to other employees
• Fulfilled warehouse duties, maintained accurate inventory amounts, and critiqued advertising strategies
• Supervised a staff of eight employees pertaining to cleaning procedures and restocking goods