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David K Luke profile image

David K Luke

High School Teacher at American Leadership Academy
Intro Book
Financial expert with experience in investments, portfolio management, and financial planning.
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Location
Gilbert, Arizona, United States, US
Languages
  • English Native or bilingual proficiency
  • Japanese Limited working proficiency
Skills
  • Investments
  • Portfolio Management
  • Mutual Funds
  • Investment Advisory
  • Strategic Financial Planning
  • Show all
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Bio

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David K Luke is a seasoned financial professional with expertise in investments, portfolio management, and financial planning. He has taught financial literacy and entrepreneurship at American Leadership Academy and worked as a physician financial planner, investment broker, and portfolio manager at various firms. Luke holds degrees in international relations, personal financial planning, and international business from Brigham Young University, Texas Tech University, and Thunderbird School of Global Management.

Experience

  • American Leadership Academy
    • Mesa, Arizona, United States
    • High School Teacher
      • Dec 2020 - Present
      • Mesa, Arizona, United States

      Teacher of Financial Literacy & Entrepreneurship

  • Medicus Wealth Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Retired
      • Jan 2020 - Jan 2020

    • Physician Financial Planner, Certified Medical Planner
      • Aug 2015 - Dec 2019

      Fee-Only Physician Financial PlanningWe help Physicians identify their financial goals and cover risks in a complete financial plan. We will never make recommendations bases on sales commissions and operate in a true fiduciary capacity.

  • Luke Wealth Management, Inc.
    • Portfolio Manager - Owner
      • Jun 2008 - Aug 2015

      Financial Advisory, Portfolio Management

  • Wachovia Securities, LLC
    • Portfolio Manager
      • May 1996 - Jun 2008

      PIM Portfolio Manager, fee based Investment advisory

  • A.G. Edwards & Sons, Inc.
    • Investment Broker
      • Jun 1989 - May 1996

      Investments, Insurance, Mutual funds

  • GMAC Canada
    • Toronto, Canada Area
    • Supervisor of Borrowings
      • Jun 1987 - Jun 1989
      • Toronto, Canada Area

      Responsible for the daily average issuance of $125 million in short-term Commercial Paper and managing relationships with large Bank and Corporate accounts across Canada.

  • General Motors of Canada
    • Oshawa, Ontario , Canada
    • Banking and Investments
      • May 1986 - Jun 1987
      • Oshawa, Ontario , Canada

      Assisted Treasurer in cash management, foreign currency hedging, and the debt issuance of a $100 million Eurobond and a $300 million Note Issuance facility

Education

  • 1985 - 1986
    Thunderbird School of Global Management
  • 2012 - 2014
    College for Financial Planning
  • 1982 - 1984
    Brigham Young University
  • Brigham Young University
  • 1979 - 1980
    Texas Tech University
  • Brigham Young University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

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