Luke Bertolani
Financial Operations Specialist at Fi-Tek Wealth Solutions
- Role
- Financial Operations Team Lead at Fi-Tek Wealth Solutions
- Location
- Lockport, IL, US
- LinkedIn followers
- 500 followers
About Luke Bertolani
Detail-oriented and results-driven financial operations professional with extensive experience in optimizing processes, enhancing efficiency, and ensuring compliance on behalf of a top 50 U.S. bank. Skilled in trade settlement, transaction processing, reconciliation, balancing, risk management, and process efficiency. I am always open to new opportunities, developing relationships, and expanding my network. Feel free to reach out anytime!
Experience
Financial Operations Team Lead
Jan 2026 — Present · Chicago, IL, US
Education
Western Michigan University - Haworth College of Business
Finance, Business
2017 — 2021
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