See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Gaylan Luke is a seasoned finance professional with expertise in banking, financial analysis, and portfolio management. He has 15+ years of experience in the industry, including roles as a Relationship/Business Banker and a Tax Consultant. Luke holds an MBA from Utah State University and a Bachelor of Arts degree from Brigham Young University.

Credentials

  • PIL Accountability Certified
    Partners In Leadership, Inc.

Experience

    • Tax Consultant (Temporary Position)
      • Dec 2014 - Apr 2015
      • Corporate office

      Consult individuals and businesses on filing taxes.

    • Relationship / Business Banker
      • Feb 1999 - Aug 2014

      ● Effectively worked with managers and personnel to develop highly effective marketing strategies● Managed portfolio of customers providing timely and beneficial customer service ● Identified needs and sold banking services to deepen customer relationships ● Prospected to bring in new customer relationships● Utilized MS Office to provide marketing, financial management and analysis● Structured commercial loans and leases to meet customer needs● Consulted with unit leadership to analyze financial reports and identify future planning strategies

    • Western Region Sales Representive
      • Feb 1989 - Jan 1999
      • Chicago Il

      ● Developed highly effective marketing strategies ● Generated marketing material used for enterprise-wide promotions ● Designed and conducted training conferences● Consulted with customers to improve processes and customer service● Surveyed customers to design product improvements● Authored. implementation manuals and training aids

Education

  • Brigham Young University
  • University of Utah
    Bachelor of Arts (B.A.), Finance
  • Utah State University
    Master's degree, MBA

Suggested Services

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

Industry Focus. “Banking and Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles