Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

Luke Judge

Point Lookout

Summary

Driven and adaptable, seeking to contribute to a fast-paced team within Sales & Trading or Wealth Management. Known for leadership, grit, and relationship building developed through competitive athletics and client-facing financial roles.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Services Representative

New York Life Insurance Company
06.2024 - Current
  • Built and maintained a client pipeline through virtual and in-person prospecting, with a focus on wealth protection, asset growth, and retirement income strategies
  • Consulted clients on variable products, rollovers, annuities, and other tax-advantaged investment tools
  • Structured tailored financial solutions, including asset transfers, retirement vehicles, and life/disability insurance integration
  • Used Salesforce CRM to manage deal flow, client touchpoints, and performance tracking across sales cycle

Ice Hockey Analyst & Broadcaster

Long Island Sports Network
08.2023 - 09.2024
  • Delivered real-time game analysis and breakdowns of team strategies, player performance, and key matchups
  • Used statistical insights and play-by-play breakdowns to enrich viewer experience
  • Studied evolving hockey trends and incorporated them into commentary for enhanced viewer education

Quality Control & Social Media Rep

American Health Foods, Inc.
06.2023 - 12.2023
  • Ensured product quality control and operational efficiency across manufacturing and packaging
  • Reported performance metrics and flagged process inefficiencies to upper management
  • Designed and implemented social media content to drive customer engagement and increase brand visibility
  • Created visual and marketing materials to support seasonal campaigns and product launches

Education

Bachelor's Degree - Communications & Media Studies, Minor in Business

University of Rhode Island
Kingston, RI
06.2023

Skills

  • Client Relationship Management
  • Salesforce CRM
  • Investment Strategies
  • Financial Planning
  • Communication
  • Sales Execution
  • Team Leadership

Certification

  • FINRA Series 7
  • FINRA Series 63
  • Securities Industry Essentials (SIE)
  • Life, Accident & Health Insurance Licensed (NY)

Timeline

Financial Services Representative

New York Life Insurance Company
06.2024 - Current

Ice Hockey Analyst & Broadcaster

Long Island Sports Network
08.2023 - 09.2024

Quality Control & Social Media Rep

American Health Foods, Inc.
06.2023 - 12.2023

Bachelor's Degree - Communications & Media Studies, Minor in Business

University of Rhode Island

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