Jeffrey Ludka
Financial Planning Assistant at Johnson Brunetti Retirement & Investment Specialists- Claim this Profile
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Bio
Credentials
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Health insurance
State of Connecticut -
Life Insurance
State of Connecticut -
Notary Public
State of Connecticut -
Series 65
NASAA
Experience
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Johnson Brunetti Retirement & Investment Specialists
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Assistant
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Jun 2021 - Present
Produced portfolio risk reports, retirement income analyses, and client asset spreadsheets Submitted new business, trade instructions, and client service requests Assisted 12+ advisors prepare for clients and prospects Developed a process with the COO to streamline signing of documents Developed automated processes to alert staff to incoming information about advisor needs Produced portfolio risk reports, retirement income analyses, and client asset spreadsheets Submitted new business, trade instructions, and client service requests Assisted 12+ advisors prepare for clients and prospects Developed a process with the COO to streamline signing of documents Developed automated processes to alert staff to incoming information about advisor needs
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Pensacola Christian College
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United States
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Higher Education
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700 & Above Employee
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Usher
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Aug 2018 - May 2021
Seat guests and answer guests’ questionsCollect donations (cash)Provide security, emergency response, and evacuation preparedness for 6,000-seat venue
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Residence Assistant
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Aug 2019 - Mar 2020
Supervised 80+ students in residence hallPlanned and led bimonthly meetings with residents Resolved conflicts between residents and ensured adherence to policies
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The Wilds Of New England
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United States
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Religious Institutions
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1 - 100 Employee
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Counselor and Team Leader
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Jun 2018 - Aug 2019
Mentored and supervised campers (ages 10-18) Trained and managed new counselors Set team goals and evaluate progress Mentored and supervised campers (ages 10-18) Trained and managed new counselors Set team goals and evaluate progress
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Education
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2017 - 2021
Pensacola Christian College
Bachelor of Science - BS, Finance, General
Community
