Draye Luton

About Draye Luton

I am passionate about advancing organizational growth, operational efficiency, and community impact through strategic leadership and innovation. My experience spans trust administration, business development, process improvement, governance oversight, and team leadership across both corporate and nonprofit sectors. With a background in developmental psychology and business history, I bring a people-centered, analytical approach to driving progress, mitigating risk, and fostering sustainable success within any organization or initiative.

Experience

1. Client Administrator

   Key Wealth

   Jan 2022 — Present

   Administered and oversaw diverse investment portfolios totaling approximately $2 billion over three years, including nonprofit endowments, pooled trusts, institutional accounts, pension and retirement plans, and high-net-worth client relationships.• Streamlined donor engagement processes, coordinated large charitable contributions, and implemented customized investment and tax strategies aligned with each client’s objectives.• Developed and strengthened relationships with clients, consultants, auditors, fund managers, and legal teams—earning long-term loyalty through responsive service and proactive communication.• Partnered cross-functionally with internal business units to design and execute strategic financial plans, deliver new banking and investment products, and enhance client satisfaction and retention.• Contributed to measurable business growth, expanding client capacity and increasing assets under administration through operational efficiency and relationship management.New Account Onboarding Specialist • Served as primary liaison between the business line and technology teams during major system upgrades and application rollouts. • Led onboarding processes for new institutional and fiduciary accounts, ensuring regulatory compliance, documentation accuracy, and timely delivery of account setups. • Provided training and guidance to relationship managers and associates on new digital platforms and onboarding workflows, improving internal efficiency and client experience.• Drove process improvement initiatives that reduced onboarding timelines and increased compliance accuracy across the department.

Education

• The College of Wooster

  Bachelor of Arts (B.A.), Psychology:Child Development, Education, and Innovation

  2011 — 2015

Skills

• Life Insurance
• Community Outreach
• Statistical Data Analysis
• Team Building
• Life & Health Insurance Licenses
• Creative Solutions
• Microsoft Office
• Sales
• Statistics
• Public Speaking
• Working with Children
• Creative Strategy
• Psychology
• Research
• Business Development
• Project Management
• Fundraising
• Child Development
• Microsoft Excel
• Powerpoint
• Microsoft Powerpoint
• Sales Operations
• Market Research
• Microsoft Word
• Team Leadership
• Nonprofits
• Treatment
• Recruiting
• Statistical Modeling
• Research Design
• Direct Sales
• Event Planning