Summary
Overview
Work History
Education
Skills
Certification
Languages
Affiliations
Timeline
Generic

James Luther

Brentwood,TN

Summary

Motivated Financial Expert with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. My passion for management enables me and the people around me to communicate, grow, and flourish together interdependently.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Financial Professional

Peachtree Planning
08.2024 - Current
  • Assisted in preparing financial reports and analysis for over 50 client portfolios.
  • Improved financial reporting accuracy by streamlining data collection processes and implementing automated solutions.
  • Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
  • Ensured compliance with regulatory standards by conducting regular audits and implementing necessary corrective actions.

Director of Sales and Business Development

Premier Island Brokerage & EC Marketing, LLC.
07.2019 - 06.2024
  • Developed and implemented comprehensive business development strategies aligned with corporate goals.
  • Established 30 key partnerships to enhance service offerings and broaden customer base.
  • Led strategic sales initiatives to drive double digit revenue growth and market penetration.
  • Coordinated cross-functional teams to ensure alignment on sales objectives and project deliverables.

Multichannel Transmissions Systems Operator (25Q)

U.S. Army Active Duty
04.2011 - 07.2014
  • Satellite acquisition and transmission.
  • Led initiatives to improve operational workflows, reducing processing times significantly.
  • Responsible for communications equipment worth up to 12 million dollars.
  • Attained SECRET security clearance, along with advanced IT knowledge, and an understanding of NIPR, SIPR, and CENTRIX (unclassified, classified, and international networks).

Education

BBA - Finance

Shidler College of Business, University of Hawai'i
Honolulu, HI
12-2023

Skills

  • Financial services
  • Portfolio management
  • Prospecting
  • Business development
  • Business valuation
  • Financial evaluation
  • Organizational skills
  • Problem-solving abilities
  • Relationship building
  • Project management

Certification

Life and Health Insurance License - Tennessee

Languages

English
Native or Bilingual
Spanish
Professional Working
Arabic
Professional Working

Affiliations

  • Board of Directors - Tennessee Christian Chamber of Commerce

Timeline

Financial Professional

Peachtree Planning
08.2024 - Current

Director of Sales and Business Development

Premier Island Brokerage & EC Marketing, LLC.
07.2019 - 06.2024

Multichannel Transmissions Systems Operator (25Q)

U.S. Army Active Duty
04.2011 - 07.2014

BBA - Finance

Shidler College of Business, University of Hawai'i

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