Luke Nicholas Email & Phone Number

Tempe

• Source and evaluate high-potential education technology startups, participating in due diligence processes and contributing to investment decision-making.
• Facilitate connections between RealmSpark and ASU departments, faculty, and external networks, supporting strategic investment opportunities and program outreach.
• Gain exposure to the venture capital process by attending screening calls, supporting events, and shadowing investors, developing insights into startup evaluation and funding strategies.

Tempe, Arizona, United States

• Built comprehensive financial models by analyzing P&L statements and creating DCF projections to deliver accurate Broker Opinions of Value, providing property owners with up-to-date market valuations of storage.
• Managed and verified property data by systematically reviewing the investment property database, flagging inaccuracies, verifying key details, and offering property owners valuable insights to strengthen client.
• Conducted thorough property owner research using county assessor websites to verify ownership and contact information, ensuring accuracy and supporting effective outreach for potential acquisitions.

Tempe, Arizona, United States

• Enhanced compliance and transparency through rigorous AML, KYC, and investor reporting for top Hedge Fund and Private Equity clients
• Strengthened C-suite client relationships and conducted in-depth due diligence questionnaires, leading to successful cross-sell opportunities and executing strategies to exceed goals.
• Managed client-facing teams, efficiently resolving complex issues and driving continuous improvement in quarterly service reviews and client satisfaction

Scottsdale, Arizona, United States

• Collaborated with sales and underwriting teams to streamline operations, achieving 24-hour approval times and 48-hour funding.
• Facilitated equipment financing and working capital solutions for sectors such as construction, trucking, and manufacturing, contributing to client satisfaction.
• Conducted market research and client outreach, resulting in increased lead conversion rates through tailored financing solutions.

B.S. Finance

Activities and Societies: Sigma Tau Gamma | Sun Devil Leveraged Capital | The Real Estate Club

International Finance

Semester long study abroad program.