Luke Hale
Fredericksburg,TX
Summary
Detail-oriented and analytical Finance graduate with a strong foundation in financial planning, risk assessment, and data analysis. Experienced in utilizing leading financial software and tools to streamline operations and enhance decision-making processes. Proven ability in supporting client relations and portfolio management through internships. Eager to apply skills in a challenging financial role to drive company success.
Overview
7
7
years of professional experience
Work History
Internship
Stevens Wealth Management
Kerrville, TX
05.2024 - Current
- Observed and assisted with client interactions, including phone consultations, account openings, and banking instruction procedures, ensuring adherence to documentation standards
- Attended and took notes on in-person and virtual annual client reviews, gaining experience in documenting meetings and observing portfolio management tasks such as trade execution, model creation, and portfolio oversight using Schwab Advisor
- Independently updated and created accounts in Nitrogen and MoneyGuidePro, prepared quarterly performance reports, added client accounts to models in iRebal for cash investments, and ran portfolio reviews using Morningstar Advisor scenarios
- Utilized financial software such as Redtail CRM/Imaging, Schwab Advisor, Nitrogen, MoneyGuidePro, Morningstar Advisor, and Black Diamond for client management, portfolio reviews, and account updates
Busboy/Waiter
Bonzai Japanese Steak and Sushi
Kerrville, TX
09.2018 - 08.2020
Counselor in Training
Camp Lonehollow
Vanderpool, TX
06.2019 - 08.2019
Leadership in Training Program
Camp Lonehollow
Vanderpool, TX
07.2018 - 07.2018
- Assisted campers with daily needs as the oldest camper at camp
- Guided campers to correct class locations; taught and observed classes in my specific field, lead my crew to victory in Field Day at the end of camp
- Provided assistance at Camp C.A.M.P; unloaded and delivered camper baggage to their dorms, served water and snow cones to campers and their parents
Education
Bachelor of Business Administration - Finance
Tarleton State University
Stephenville, Texas12-2024
Skills
- Financial Analysis
- Portfolio Management
- Client Service Excellence
- Financial Software Proficiency: Nitrogen, MoneyGuidePro, Morningstar Advisor, Redtail CRM
- Risk Assessment
Campus/Community Involvement
- Phi Delta Theta Texas Zeta Chapter, Secretary
- Tarleton State Baseball, Equipment Manager
- Tarleton State Economics Society, Member
Awards
- Russel L. Moore Endowed Scholarship, $3,000 per year, Tarleton State University
- M.S. & Meek Lane Doss Scholarship, $1,000 per year, Tarleton State University
- Guaranteed Transfer Scholarship, $1,000 per year, Tarleton State University
- President's List, Fall 2022, Spring 2023
- Dean's List, Fall 2023
Relevant Coursework
- Estate and Gift Tax
- Professional Financial Planning
- Financial Planning Capstone
References
References available upon request.
Timeline
Internship
Stevens Wealth Management
05.2024 - Current
Counselor in Training
Camp Lonehollow
06.2019 - 08.2019
Busboy/Waiter
Bonzai Japanese Steak and Sushi
09.2018 - 08.2020
Leadership in Training Program
Camp Lonehollow
07.2018 - 07.2018
Bachelor of Business Administration - Finance
Tarleton State University
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