Luke Hanna
Benbrook,Texas
Summary
I am a people-person who can easily adapt to different environments and strive to meet and exceed all goals. As a highly organized and dependable person
Overview
5
5
years of professional experience
Work History
Intern/Planner Assistant
Lincoln Financial Planning/Denali Wealth Management
05.2023 - 08.2023
- Gained proficiency in acquiring and managing client information for accounts and customer relationships. I utilized Redtail CRM software to input data and ensure accurate client relationship management.
- Accessed client accounts and was responsible for diligently reviewing and updating the account information; input this information into Morningstar software program; ensured that the individual client accounts were always up-to-date and accurate.
- Developed monthly Morningstar reports for clients based on a timely need for assessment or annual meetings.
- Learned appropriate skills correlated to developing client meetings and lead my own discovery meeting and data-gathering meeting with full sit-down face-to-face conversation. Prepared a general review meeting for clients for their retirement plan and was able to orchestrate the scenario model for the clients with real-time adjustments that eMoney has to offer.
- Gained professional etiquette through in-person meetings with staff at the University of Texas at Arlington. Shared client reports that I prepared.
- Represented my financial company by participating in the benefits fair at the University of Texas at Arlington for new staff members. Displayed hospitality and credibility from the firm, handed out benefit information to the employees while answering questions.
- Developed and prepared a retirement plan through the eMoney software program. Focused on important cash flow models, portfolio analysis and accounting for certain tax scenarios.
Volunteer Tax Preparer
VITA/Coalition of Community Assistance Volunteers
02.2023 - 04.2023
- I worked as a tax preparer by helping input their W-2s & 1040s and assisting folks with questions and concerns regarding their business. After meeting with them and entering their data, I filed their taxes electronically.
Agronomy Worker
Mira Vista Country Club
06.2022 - 08.2022
- I provided quality work at a fast and organized pace. While being in charge of creating an appealing environment by maintaining and improving the greens and surrounding areas on the golf course to provide an exceptional experience for club members
- I prioritized tasks with guidance from the supervisor of the Agronomy Department.
- Collaborated with fellow colleagues to ensure project success, resulting in efficiency.
Restaurant Worker
01.2019 - 01.2021
- Various customer-focused roles, including food preparation and cooking meals to deliver accurate, quality products to customers
- Additional work as order-taker for a busy drive-thru window, where I placed accurate and timely orders to minimize wait time for customers
- Companies included Chicken Express, Raising Cane’s, Pulido’s and Mama’s Pizza.
Education
Bachelor of Science in Personal Financial Planning -
Texas Tech University
05.2024
Skills
- Engaging interpersonal skills with ability to connect with all types of people
- Detail-oriented
- Determined and committed
- Strong communicator
- Focused on tasks with willingness
- Workflow Management
- Deadline Management
- Project Planning
- Dependable and Responsible
- Microsoft Word
- Microsoft Office
Timeline
Intern/Planner Assistant
Lincoln Financial Planning/Denali Wealth Management
05.2023 - 08.2023
Volunteer Tax Preparer
VITA/Coalition of Community Assistance Volunteers
02.2023 - 04.2023
Agronomy Worker
Mira Vista Country Club
06.2022 - 08.2022
Restaurant Worker
01.2019 - 01.2021
Bachelor of Science in Personal Financial Planning -
Texas Tech University
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