John Burhoe
Director, Head of Insurance Partnerships @Luma Financial Technologies
Dallas-Fort Worth, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jul 2025 — Present
Director, Head of Insurance Partnerships @Luma Financial Technologies
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EDUCATION
N/A
Westmont College
BA
SKILLS
ExcelStrategic PlanningRelationship ManagementAccount ManagementDue DiligenceKey Account ManagementAsset ManagementFinancial AdvisoryInvestmentsStrategyNegotiationRetirementStrategic Financial PlanningInvestment ManagementCoachingSeries 65Investment SalesOutlookDistributionInsuranceLife InsuranceFinanceTrainingNew Business DevelopmentPublic RelationsRetirement PlanningProduct DevelopmentBusiness StrategyCalifornia Life Insurance LicensePortfolio ManagementTeam BuildingManagementSales ManagementSeries 7Series 63MarketingTeam LeadershipExecutive ManagementBusiness PlanningSecurities
ABOUT JOHN BURHOE
National sales leader with 30+ years of experience in wealth management sales, annuity…
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