Retirement Specialist

Specialist & Consultant

? Responsible for over 100 city and county plans throughout Central Oregon with roughly $160 million in assets
? Conducted one-on-one and group employee meetings in order to educate participants on their deferred compensation
governmental 457(b) plan as well as all types of employer sponsored retirement products
? Developed and implemented financial plans and prepared detailed reports and analyses.
? YTD 156% of new enrollment goal ($779,000 new assets)

Regional Internal Consultant

with two external wholesalers in NY and NJ wirehouse firms
? Performed outbound calls to financial advisors covering wide range of products and services to tailor needs-based solution
to risks and challenges that are unique to each client's situation
Territory Management and Retention	06/2013 to 07/2014

Internal consultant partnering

- Columbus, Ohio
? Territory management/asset retention team-based sales approach with seven external wholesalers throughout the U.S
? Used proactive decision-making skills to build relationships with key decision-makers and help match their customers with the right solutions
Host/Griller/Grill Captain/Server	12/2004 to 07/2012

Host/Griller/Grill Captain/Server

- Columbus, Ohio
? Excelled in a fast paced service industry and was recognized through promotions for time management skills, customer
satisfaction, and providing an overall outstanding dining experience
B2B Sales Agent	01/2009 to 04/2009
Hunter Marketing - Dublin, OH
? Accountable for own territory in a business to business sales and marketing role

B2B Sales Agent

Find out detailed information about Luke Boudinot, Retirement Specialist in Bend, OR

Luke Boudinot: Retirement Specialist in Bend, OR

Luke Boudinot