Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lukas Coe

Lincoln,Nebraska

Summary

Developed key skills in client relationship management and strategic planning within fast-paced environment. Seeking to transition into new field by leveraging strong communication and problem-solving abilities. Aims to bring value through effective coordination and client-focused strategies.


Offering strong organizational skills and commitment to learning and development in dynamic business environment. Contributes understanding of customer needs and ability to adapt to various client demands. Ready to use and develop communication and project management skills in Account Manager role.

Overview

2
2
years of professional experience

Work History

Account Manager

Sandhills Global
09.2024 - Current
  • Built diverse and consistent sales portfolio.
  • Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
  • Presented professional image consistent with company's brand values.
  • Stayed current on company offerings and industry trends.
  • Achieved or exceeded company-defined sales quotas. (#1 Photo Listing Seller company wide)
  • Met existing customers to review current services and expand sales opportunities.
  • Developed and maintained strong working relationships with professionals within assigned territory. (South Central United States) - Traveled to equipment dealers in person.
  • #1 in photo listing sales

Investor Services Representative

Charles Schwab & Co
06.2023 - 08.2024
  • Participated in ongoing training programs to stay current on industry regulations and best practices.
  • Delivered exceptional customer service by addressing client concerns promptly and professionally.
  • Enhanced client satisfaction by addressing and resolving investor inquiries in a timely manner.
  • Maintained detailed records of client interactions and transactions, ensuring data accuracy and confidentiality.
  • 2023 Internship MVP
  • Licenses: SIE, 7, 63

Education

MBA - Finance

Concordia University, Nebraska
Seward
05-2024

BBA - Business Management

Concordia University, Nebraska
Seward
12-2022

Skills

  • Account management
  • Customer service
  • Teamwork and collaboration
  • Client relations
  • Strategic planning
  • Goal oriented
  • Relationship building and management
  • Sales development
  • Goals and performance
  • Revenue generation

Timeline

Account Manager

Sandhills Global
09.2024 - Current

Investor Services Representative

Charles Schwab & Co
06.2023 - 08.2024

MBA - Finance

Concordia University, Nebraska

BBA - Business Management

Concordia University, Nebraska