Luke Peterson
Research Analyst at Royals Investment Fund- Claim this Profile
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Chinese Elementary proficiency
Topline Score
Bio
Credentials
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Water Safety Instructor
American Red CrossMar, 2018- Oct, 2024 -
Rescue Diver
PADISep, 2017- Oct, 2024 -
American Red Cross Lifeguard Certificate
American Red CrossJul, 2017- Oct, 2024 -
Open Water Diver
PADIMay, 2017- Oct, 2024 -
Standard First Aid, CPR and AED
American Red CrossAug, 2021- Oct, 2024 -
Forklift Operator
The Home DepotJun, 2020- Oct, 2024 -
Reach Truck Operator
The Home DepotJun, 2020- Oct, 2024
Experience
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Royals Investment Fund
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United States
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Investment Management
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1 - 100 Employee
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Research Analyst
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Jan 2023 - Present
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Research Associate
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May 2022 - Dec 2022
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Ballenthin, Funk & Johnson, LLP
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United States
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Accounting
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1 - 100 Employee
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Audit and Tax Intern
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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
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CLA (CliftonLarsonAllen)
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Accounting
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700 & Above Employee
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Tax Intern
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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
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City of Maple Grove, Minnesota
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United States
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Government Administration
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1 - 100 Employee
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Lifeguard
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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.)
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SafeWorks LLC
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United States
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Industrial Machinery Manufacturing
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1 - 100 Employee
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Workshop Associate
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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
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The Home Depot
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United States
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Retail
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700 & Above Employee
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Order Fulfillment
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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
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Bunker Beach Water Park
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Lifeguard
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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.
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Education
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Bethel University
Bachelor of Arts, Accounting and Finance -
Saint Michael-Albertville Highschool
Highschool Diploma