Luke Winskowski, Cfp® Mba Email & Phone Number

I am senior financial services executive recognized as a thought leader and innovator. Calling on my experiences as a financial advisor, regional leader, and Fortune 500 executive, I courageously reimagine and transform businesses to link opportunities today with possibilities for tomorrow to achieve incredible results.

 Known as a strategic change agent, I enthusiastically take on the biggest challenges to make ideas reality by connecting vision with execution: making the strategy come to life. Organizations count on me to deliver rare, unconventional solutions to accelerate transformation in a mature industry, optimizing talent, systems, and client offerings across financial planning, wealth management and insurance. As a leader I break down silos to align the organization from the front line to the board. I attract and lead top talent to their potential, and model magnetic energy for the most important priorities. While always seeking progress, I celebrate accomplishments of the team and ensure great efforts and results are valued. Looking forward, I will blend my work across causes I care deeply about and organizations that embrace change, culture, and human impact. This will be a portfolio of activities – executive leadership, board work, advisory, and mentorship.MY CORE COMPETENCIESFinancial advisoryRetail wealth management & insuranceDistribution leadershipEnterprise transformationProduct/agile methodTalent attractionDiversity, equity & inclusion SKILLS·General Management ·Executive Leadership ·Sales Management ·Team Leadership ·RIAs ·Board of Directors ·Strategic Planning ·Public Speaking ·Leadership DevelopmentMY PHILOSOPHYWe all have unique talents: truly living is in realizing these great assets to our fullest potential. As a results-driven achiever, I desire to make a difference in the world through leadership and inspire people to work in their unique ability to impact lives, and organizations to rally behind clear objectives. MY COMMUNITYI am passionate about making a difference through building sustainable platforms to unleash people. I do this in my business and volunteering focused on promoting education, creating "small towns in big cities" and integrating diverse networks. MY LIFE GOALS1. Leads organizations that make a real difference.2. Raise children to lead a full, rich, and meaningful life.3. Travel the world with my family to better understand human experiences, history, and cultures.4. Achieve real-world impact through great leadership. ✉ Luke.Winskowski@Gmail.com☎ 612.670.0415

Listed skills include Investments, Retirement Planning, Mutual Funds, Asset Allocation, and 46 others.