Luke Gerald
- Role
- Edelman Financial Engines
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
Experience
Present
Skills
- Financial Planning
- Consulting
- Whole Life Insurance
- Customer Service
- Financial Services
- Portfolio Management
- Small Business
- Leadership
- Building Relationships
- Microsoft Excel
- Securities
- Public Speaking
- Retirement Planning
- Business Development
- Asset Allocation
- Mutual Funds
- Retirement
- Strategic Financial Planning
- Risk Management
- Trading
- Microsoft Office
- Sales
- Education Funding Strategies
- Asset Management
- Advertising
- Lifetime Income Strategies
- Retirement Income Strategies
- Creative Problem Solving
- Investments
- Iras
- Marketing
- Investment Advisory
- Multi-Generational Wealth Transfer
- Finance
- Funding
- Financial Analysis
- Hedge Funds
- Pensions
- Microsoft Word
- Time Management
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