Luke Sechler
Seattle,WA
Summary
Detail-oriented Financial professional with background in financial administrative support. Collaborative team member focused on achieving results, adaptable to changing financial landscapes. Demonstrated proficiency in financial analysis and data management.
Overview
9
9
years of professional experience
Work History
Financial Advising Assistant
Young Financial LLC
06.2024 - Current
- Collaborated with team members to develop comprehensive financial reports for executive review
- Increased client satisfaction by building strong relationships and addressing their needs promptly
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution
- Prepared and reviewed insurance applications to verify compliance with regulations
Financial Advising Assistant
MassMutual
06.2022 - 08.2024
- Updated client financial profiles in MorningStar
- Collaborated with senior advisors, and interdepartmental personnel
- Created account presentations for clients
- Digitized 2000 client files for online utilization
Financial Advising Internship
MassMutual
06.2021 - 06.2022
- Updated client financial profiles in eMoney & MorningStar
- Worked within a team to efficiently designate and complete tasks
Cook
The Emporium
02.2022 - 05.2022
Sales Associate
Lowes Home Improvement
06.2020 - 05.2021
- Answered customer questions regarding sizing and accessories and explained how to properly care for merchandise
- Worked full time while being a full-time student
Customer Service
Swanson’s Nursery
04.2016 - 09.2017
Education
Bachelor of Business Administration - Finance
Washington State University
Pullman, WA01.2022
Skills
- MS Office Suite
- Client Service
- Effective Organizational Skills
- Detail-oriented
- Adaptability
- Results-Driven
Timeline
Financial Advising Assistant
Young Financial LLC
06.2024 - Current
Financial Advising Assistant
MassMutual
06.2022 - 08.2024
Cook
The Emporium
02.2022 - 05.2022
Financial Advising Internship
MassMutual
06.2021 - 06.2022
Sales Associate
Lowes Home Improvement
06.2020 - 05.2021
Customer Service
Swanson’s Nursery
04.2016 - 09.2017
Bachelor of Business Administration - Finance
Washington State University
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