Luke Peterson

Research Analyst at Royals Investment Fund
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Minneapolis-St. Paul Area
Languages
  • Chinese Elementary proficiency

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Bio

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Credentials

  • Water Safety Instructor
    American Red Cross
    Mar, 2018
    - Oct, 2024
  • Rescue Diver
    PADI
    Sep, 2017
    - Oct, 2024
  • American Red Cross Lifeguard Certificate
    American Red Cross
    Jul, 2017
    - Oct, 2024
  • Open Water Diver
    PADI
    May, 2017
    - Oct, 2024
  • Standard First Aid, CPR and AED
    American Red Cross
    Aug, 2021
    - Oct, 2024
  • Forklift Operator
    The Home Depot
    Jun, 2020
    - Oct, 2024
  • Reach Truck Operator
    The Home Depot
    Jun, 2020
    - Oct, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Research Analyst
      • Jan 2023 - Present

    • Research Associate
      • May 2022 - Dec 2022

    • United States
    • Accounting
    • 1 - 100 Employee
    • Audit and Tax Intern
      • May 2023 - Aug 2023

      - Audited various companies’ financial statements to ensure solvency - Verified transactions and other bank statements - Balanced out unadjusted journal entries and tied them out to tax forms - Prepared tax returns (1040s & 1065s) in compliance with ever-changing tax code - Conducted Pro Forma financial statements for new clients - Audited various companies’ financial statements to ensure solvency - Verified transactions and other bank statements - Balanced out unadjusted journal entries and tied them out to tax forms - Prepared tax returns (1040s & 1065s) in compliance with ever-changing tax code - Conducted Pro Forma financial statements for new clients

    • Accounting
    • 700 & Above Employee
    • Tax Intern
      • Jan 2023 - Apr 2023

      - Handled routine client questions and worked with clients to collect necessary information - Collected and analyzed data to detect deficient controls, duplicated efforts, non-compliance laws - Organized work papers, ensuring that the information provided was accurate - Prepared tax returns in compliance with ever-changing local, state, and federal tax codes - Recommended particular tax filings or advantageous tax practices for clients - Handled routine client questions and worked with clients to collect necessary information - Collected and analyzed data to detect deficient controls, duplicated efforts, non-compliance laws - Organized work papers, ensuring that the information provided was accurate - Prepared tax returns in compliance with ever-changing local, state, and federal tax codes - Recommended particular tax filings or advantageous tax practices for clients

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Lifeguard
      • May 2018 - Jan 2023

      -Responsible for ensuring patron safety and knowing all emergency procedures -Demonstrate emergency readiness at all times— have made dozens of rescues while on guard -Experience administering first aid, as well as being CPR-certified -Experience with handling distressed patrons (a lost child, a worried or upset parent, etc.) -Responsible for ensuring patron safety and knowing all emergency procedures -Demonstrate emergency readiness at all times— have made dozens of rescues while on guard -Experience administering first aid, as well as being CPR-certified -Experience with handling distressed patrons (a lost child, a worried or upset parent, etc.)

    • United States
    • Industrial Machinery Manufacturing
    • 1 - 100 Employee
    • Workshop Associate
      • Jun 2022 - Aug 2022

      -Serviced scaffolding equipment for clients -Fulfilled orders for delivery -Maintained inventory for workshop -Loaded and unloaded trucks for pick-up and drop-off -Repaired damaged equipment -Visited sites to pick-up equipment -Serviced scaffolding equipment for clients -Fulfilled orders for delivery -Maintained inventory for workshop -Loaded and unloaded trucks for pick-up and drop-off -Repaired damaged equipment -Visited sites to pick-up equipment

    • United States
    • Retail
    • 700 & Above Employee
    • Order Fulfillment
      • May 2020 - Aug 2020

      -Forklift and Reach Truck certified on my first week of employment -Responsible for loading and unloading delivery trucks with Forklift and Reach Truck -Assembled large online orders in a timely manner, as well as loaded orders for customers -Excelled at providing premium customer service by contacting customers about their order status -Demonstrated strong communication skills by relaying inventory information to nearby Home Depots -Forklift and Reach Truck certified on my first week of employment -Responsible for loading and unloading delivery trucks with Forklift and Reach Truck -Assembled large online orders in a timely manner, as well as loaded orders for customers -Excelled at providing premium customer service by contacting customers about their order status -Demonstrated strong communication skills by relaying inventory information to nearby Home Depots

    • United States
    • Wellness and Fitness Services
    • 1 - 100 Employee
    • Lifeguard
      • Jul 2017 - Aug 2017

      Watching the water to make sure patrons are safe, enforcing the pools rules, administering first-aid to injured patrons, and occasionally cleaning the pool. Watching the water to make sure patrons are safe, enforcing the pools rules, administering first-aid to injured patrons, and occasionally cleaning the pool.

Education

  • Bethel University
    Bachelor of Arts, Accounting and Finance
    2019 - 2024
  • Saint Michael-Albertville Highschool
    Highschool Diploma

Community

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