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People · Asset Managers
Luke Lowery — Trader & Portfolio Analyst · Stratos Private Wealth · Carlsbad, California, United States.
Direct contact
No direct contact on file for Luke yet.
About
Continuing to develop skills in financial services that provide value to my organization, colleagues, and personal growth. Looking forward to connecting with those in the finance industry so we can learn from one another, and with those who are looking to get their foot in the door.
Experience
Private Placements Coordinator & Operations Associate
Sprott · Carlsbad, CA
Aug 2024 – Feb 2026
Independently manage investment transactions for public and privately traded foreign and US commodity companies. Transacting allocations for qualified investors, meeting tight deadlines with full ownership for trade bookings, foreign exchanges, payment processing , due diligence and contract execution.
Education
- California Baptist University — Bachelor of Arts, Business Administration and Management, General
- MiraCosta College — Associate of Arts - AA, Business
Skills
Private Equity FundingUnderwritingLoansPrivate CreditCreditSoftwarePublic Equity OfferingsFinancial AnalysisForeign InvestmentInvestment Banking