Luke Goerdt

Luke Goerdt

VP, Financial Consultant at Charles Schwab | Littleton, Colorado, United States

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Work Experience

Charles Schwab

VP, Financial Consultant

2019-05-01 — Present

James Alpha Advisors

Director, Private Equity & Real Estate

2018-06-01 — 2019-05-01

Jackson

Senior Internal Wholesaler

2012-01-01 — 2018-01-01

Jackson

Internal Wholesaler

2007-05-01 — 2012-01-01

United States Army Reserve

SGT U.S. Army

2004-03-01 — 2012-02-01

Skills

finance brokers brokerage banking financial consulting financial products & services portfolio management advisor services retirement plan services specialty brokerage services

Languages

English