Luke Richards
Finance & Marketing Student at Loyola | Financial Transaction Coordinator Vanguard | Aspiring Wealth Manager & Business Founder | SQL, Tableau, Estate Planning & Client-Focused Operations
- Role
- Financial Transaction Coordinator at Vanguard
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Luke Richards
Founder of Ventzon, a loyalty platform helping independent retailers compete through…
Experience
Financial Transaction Coordinator
Jun 2025 — Present · Malvern, PA, US
Process complex financial transactions- including withdrawals, transfers, and account updates- for high-net-worth clients with multimillion-dollar brokerage and retirement accounts using internal CRM systems such as Appian, and SQL tools such as Tableau.• Partnered with clients, advisors, and legal representatives to resolve complex estate planning and documentation issues (trusts, inherited IRAs, due-to-death transfers• Interpret and execute sensitive requests related to IRAs, inherited accounts, and trusts, supporting seamless account servicing and operational excellence.
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