Luke Neely
- Role
- Portfolio Manager and Senior Financial Advisor at Vanguard
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Portfolio Manager and Senior Financial Advisor
Sep 2017 — Present
Education
University of Central Florida
Bachelor's Degree, Pre-Law Legal Studies
2001 — 2005
Skills
- Trading
- Valuation
- Private Equity
- Equity Research Analysis
- Salesforce.com
- Financial Statement Analysis
- Alternative Investments
- Management
- Asset Allocation
- Sales Operations
- Sales Presentations
- Financial Risk
- Hedge Funds
- Financial Analysis
- Mergers & Acquisitions
- Investment Advisory
- Financial Advisory
- Risk Management
- Financial Modeling
- Due Diligence
- Sales Management
- Equities
- Marketing Strategy
- Asset Management
- Portfolio Management
- Marketing
- Investment Advisory Services
- Finance
- Strategic Planning
- Analysis
- Investments
- Value Investing
- Sales
- Capital Markets
- Customer Service
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