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Providing services: Financial Advisory, Financial Planning, Retirement Planning, Loans, Insurance
Summary: Luke takes pride in partnering with people through every life stage to create multigenerational financial confidence through comprehensive investment planning. Whether you are planning your retirement, saving for your dream house, or seeking tax efficient ways to preserve your wealth, Luke can help. Joining the Financial Services Industry right out of college, Luke spent five years in various planning and investment roles at Fidelity Investments before transitioning to Wells Fargo Advisors in 2023. Luke holds a B.S. in Finance from the University of Oregon and an MBA from the University of Utah. Additionally, Luke has earned the Chartered Retirement Planning Counselor℠ (CRPC®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. A Utah native, Luke enjoys spending time in the mountains with his dog, Milo. A glutton for punishment, Luke enjoys participating in endurance mountain biking, gravel biking, and trail running events. When not exploring the Wasatch Mountains, you can find Luke cheering on the Oregon Ducks, San Francisco 49ers, Utah Jazz, and Utah Hockey Club. This information is intended for use by residents of AK, AL, AZ, CA, CO, CT, GA, ID, MA, MO, MT, ND, NM, NV, NY, OH, OR, TN, TX, UT, VA, WA, WV, and WY only. CA Insurance License # 4297854 Resident State: UT /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Summary: Sales & Marketing Professional I help mid-size to Fortune 500 companies continue to grow by providing 100% financing on capital expenditure projects & equipment. I work hard and dedicate my time to meeting my clients' expectations. Highly skilled in effective followup methods & nurturing of leads. Proficient in Salesforce & CRM related tools.
Providing services: Mortgage Lending, Loans, Customer Service, Telecommunications, Email Marketing, Lead Generation
Summary: As a licensed mortgage originator, I specialize in financing the purchase and refinance of residential real estate. I'm diligent in my work and I prioritize educating my clients in the home-buying process while matching them to mortgage programs that complement their housing goals. To better serve my clientele, I frequently attend education training workshops to provide the best service possible. While I'm fluent in English, I'm a native Spanish speaker and I enjoy studying new languages. When I'm out of the office, I love to spend time with my loved ones, devote time to my daily yoga practice, and eat at my favorite restaurants.
Providing services: Loans, Financial Advisory, Wealth Management, Strategic Planning, Personal Assistance, Environmental Consulting, Financial Consulting, Business Consulting
Summary: Monetization & Trading Currency Exchange IPIP/MT103-202 SBLC/MTN/BG Acquisition, Monetization and Trading Small/Medium/Large Cap Trading Programs Precious Metals, Precious Stones, Historical and specialty Assets Specializing in International Investing, Trading and Monetization Services “It is impossible to produce superior performance unless you do something different from the majority.” – John Templeton We offer services via major Prime Banks that regulate and offer together with us viable Country Re-Engineering Economic Development Institutional Grants and Bank Trades Financing Interbank Services that benefit people, create jobs and improve living standards for countries and private civilians/citizens. These funding services include everything related to the Environment, Medical and Healthcare, hospitals infrastructure building, development off schools, urban infrastructure (i.e. energy plants, collecting and processing solid and liquid waste and conversion into viable fuels and substrates, telecommunications networks, roads and other networks) and more purely philanthropic projects such as nursing homes, centers for compensation of chronic disease, housing for the homeless and the poor and furthermore civilization re-building viable learning and educational programs. This includes providing funding for food, medicine, and shelter for developing, under developed and war torn nations.
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Providing services: Business Consulting, Financial Consulting, Management Consulting, Financial Advisory, Financial Analysis, Financial Reporting, Notary, Budgeting, Financial Accounting, Loans
Summary: With over 35 years of experience in multiple industries, I have a passion for creating value and improving the quality of life of others through innovative and sustainable solutions. As the founder and CEO of Owen Bradley Power LLC, a firm that aims to drive enterprise value, I leverage my skills and knowledge to improve the quality of life of business founders significantly. I have seen founders run their businesses based on one single KPI - how much cash is in the bank account. Every one of these founders has admitted that is not enough and is holding them back. I helped one such founder accumulate a 7-figure cash account and double the revenue of the business by introducing the KPIs that drove the business to success. I work with business founders who are very good at delivering their products but are not interested in the background activity. These owner-managed companies start with great ideas and gain significant traction in the market but hit ceilings due to a lack of actionable financial and KPI reporting. It doesn't make sense in these businesses for a full-time CFO, but a fractional CFO will make a world of difference. I am a licensed CPA in Utah, a Chartered Global Management Accountant, and a Chartered Accountant in South Africa, with expertise in M&A transactions, accounting, auditing, and managerial finance. It is a unique combination of USA and South African experience, but it is hugely significant that I have experience in both the commercial and public accounting world. That blend of experience and multi-national financial credentials is the secret sauce. Message me here on LinkedIn or email me at owen@owenbradleypower.com to chat about how I can help you significantly improve the quality of your life. I specialize in financial analysis, strategic M&A, corporate FP&A, and corporate finance. I am an avid rugby fan and 5K runner who loves to spend time with my wife, children, and grandchildren. I love to travel, and my favorite destination in the world is South Africa at Christmas.
Summary: Starting in the industry at a very young age allowed me to be more open minded to what the car industry will hold in my future. After 5 years of experience between auto sales, management and financing. I developed several skills that determined my success at the current position I hold at Spectrum Acceptance. Establishing long lasting, successful business to business relationships. Providing a graceful strength, that allows me to do the most and the best for your business and my company.
Providing services: Mortgage Lending, Financial Advisory, Pricing Strategy, Budgeting, Financial Accounting, Loans, Insurance, Retirement Planning, Homeowners Insurance, Lead Generation
Providing services: Mortgage Lending, Loans, Financial Consulting, Relocation
Providing services: Accounting, Bookkeeping, Financial Accounting, Financial Advisory, Tax Preparation, Budgeting, Financial Reporting, Financial Analysis, Financial Planning, Loans
Summary: NOW CFO We provide outsourced, fractional, and temporary CFO, Controller, and Operational Accounting services that suit the needs of your business. -Hourly Rates -No Hidden Fees -No Long Term Requirements NOW CFO provides the highest level of expertise in finance and operational accounting to accelerate results and achieve strategic objectives for sustainable growth and success.