Summary
Overview
Work History
Education
Skills
Projects
Timeline
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Luke Kenary

Western Springs,IL

Summary

Finance student at Purdue University with a GPA of 3.79, specializing in financial analysis and valuation. Achieved first place in the Wells Fargo Wealth Management Case Competition, demonstrating strong analytical and problem-solving skills. Former member of the Miami University Banking Club, contributing to marketing initiatives and team collaboration.

Overview

3
3
years of professional experience

Work History

Pool Cafe Staff

Lagrange Country Club
Lagrange, USA
05.2024 - 08.2025
  • Interfaced and engaged with customers, ensuring a positive dining experience and promoting repeat business through service
  • Collaborated with team members to maintain smooth cafe operations, prioritizing customer satisfaction and efficiency

Member

Miami University Banking Club
Oxford, OH
09.2024 - 05.2025

Miami University Banking ClubMarketing Committee Member

  • Selected through a rigorous application and interview process emphasizing academic performance, analytical ability, and interest in finance
  • Contributed to marketing initiatives promoting club events, professional development programs, and finance-focused competitions
  • Projected income statements and analyzed company financials to evaluate profitability, cost structures, and operating performance
  • Participated in finance case competitions requiring quantitative analysis, strategic thinking, and team-based collaboration
  • Engaged with industry specialists through speaker sessions covering commercial banking, investment banking, and wealth management

Shift Leader

Q-BBQ
Lagrange, USA
05.2022 - 12.2023
  • Led and supervised staff, assigning tasks to optimize efficiency and ensure quality service throughout shifts
  • Managed cash deposits and reconciled end-of-shift reports, ensuring accurate financial records
  • Compiled detailed end-of-shift reports, including total sales and tips earned, to support management decision-making

Education

Bachelor of Science - Business, Finance

Purdue University
West Lafayette, IN
05.2028

Skills

  • Leadership
  • Teamwork
  • Data analysis
  • Time management
  • Financial analysis
  • Project management

Projects

Wells Fargo Wealth Management Case CompetitionFirst Place | Fall 2025

  • Developed and presented a comprehensive wealth management strategy for a simulated client, incorporating asset allocation, diversification, risk tolerance, and long-term financial objectives
  • Analyzed market conditions and investment vehicles to construct a client-specific portfolio aligned with performance and risk constraints
  • Collaborated with a team to deliver a clear, professional presentation, outperforming peer teams in both analytical depth and client communication

Cleveland Research Company Stock Pitch Competition | Spring 2025

  • Conducted equity research and financial analysis to develop a well-supported investment thesis
  • Analyzed company financial statements, industry trends, competitive positioning, and key risk factors
  • Applied valuation concepts to assess upside potential and downside risk

William Blair Investment Banking Case Competition | Fall 2024

  • Competed in a William Blair–sponsored investment banking case competition analyzing a real-world advisory scenario
  • Evaluated strategic alternatives including mergers and acquisitions and potential sale opportunities using financial and qualitative analysis
  • Conducted valuation and financial analysis to support a data-driven investment banking recommendation

Timeline

Member

Miami University Banking Club
09.2024 - 05.2025

Pool Cafe Staff

Lagrange Country Club
05.2024 - 08.2025

Shift Leader

Q-BBQ
05.2022 - 12.2023

Bachelor of Science - Business, Finance

Purdue University
Luke Kenary