Luke Simpton
Houston,TX
Summary
Detail-oriented finance graduate possessing strong analytical capabilities, aspiring to apply financial knowledge, organizational skills, medical sector experience, and entrepreneurial spirit in a successful career.
Overview
6
6
years of professional experience
Work History
Project Cost Accountant
Hadley & Bess LLC
Dallas, TX
05.2024 - Current
- I perform financial tracking and budgeting activities related to the acquisition, demolition, construction, and sale of large-scale, single-family luxury residences with a sales price over $20 million.
Disposition Agent
New Western
Houston, TX
08.2024 - 02.2025
- I obtained my Texas Real Estate Sales Agent license and worked with active real estate investors in obtaining investment properties to flip, rent, or hold in the Houston market.
- Specialized in single-family, multifamily and land properties providing 150+ personally disclosed clients with comparative market analyses on 50-60 properties per month, supplying feedback and justification about decision-making rationale to clientele throughout the entire transaction process.
- Gained experience with social-media advertising, lead generation, client relationships, real estate sales, market analysis and negotiation in a fast-paced environment.
Credit Intern
Veritex Community Bank
Dallas, TX
06.2023 - 08.2023
- I underwent rotations with the Commercial Lending, Credit Administration, and Underwriting sectors of the bank over a 10-week period.
- Prepared financial statements and models for a variety of clients within the Commercial Banking and SBA Lending sectors.
- Underwrote, compiled, and presented a full loan package for a waste management company to a mock Loan Committee.
Internship/Job Shadowing
Parkstone Wealth Management
Arlington, TX
07.2022 - 07.2022
- I shadowed a CFP, learned how to organize and budget a client's wealth. I also gained insight into methods of strategic financial planning used in this field.
Registered Dental Assistant
Mint Dentistry and Wright Dentistry
05.2019 - 08.2021
- I worked in dental offices in Dallas and College Station for the first three summers of college, becoming proficient in assisting doctors to perform any procedure necessary.
- Gained experience with medical software, billing procedure, equipment maintenance, patient care, and COVID-19 procedures as an essential worker during the pandemic.
Education
BBA - Finance
Texas A&M University
College Station, TX05-2024
High School Diploma -
Highland Park High School
Dallas, TX05-2019
Skills
- Texas Real Estate Sales Agent License
- Registered Dental Assistant License
- Microsoft Office Suite
- Excel and Word proficiency
- Statistical analysis expertise
- Results-oriented teamwork
- Client relationship management
- Financial analysis
- Statement review
- Job cost tracking
Affiliations
Pi Kappa Alpha Fraternity – Apparel Chair & Judicial Board Member
09/2019 – 05/2024
• I earned a position in my fraternity designing, ordering and distributing 4500+ pieces of apparel per semester. I organized sales and was held accountable for all transactions.
• Served on the Chapter Judicial Board; this respected position was appointed to me based on trust in my moral compass and sound judgement by my peers, I was responsible for making impartial decisions regarding the members and actions of the fraternity in accordance with our bylaws.
Habitat for Humanity ReStore – Lead Volunteer
05/2017 – 08/2018
• After establishing myself as a dependable worker and volunteer over the course of a summer I became the Lead Volunteer, responsible for directing other volunteer groups.
Timeline
Disposition Agent
New Western
08.2024 - 02.2025
Project Cost Accountant
Hadley & Bess LLC
05.2024 - Current
Credit Intern
Veritex Community Bank
06.2023 - 08.2023
Internship/Job Shadowing
Parkstone Wealth Management
07.2022 - 07.2022
Registered Dental Assistant
Mint Dentistry and Wright Dentistry
05.2019 - 08.2021
BBA - Finance
Texas A&M University
High School Diploma -
Highland Park High School
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