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, foreign currency adjustments, and financial roll-forwards.•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