Luke Boudinot
Retirement Specialist
Bend | United States
Skills
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Interests
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Industries
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Trajectory
Sep 2017 — Now
Retirement Specialist · Nationwide Financial
? Responsible for over 100 city and county plans throughout Central Oregon with roughly $160 million in assets
? Conducted one-on-one and group employee meetings in order to educate participants on their deferred compensation
governmental 457(b) plan as well as all types of employer sponsored retirement products
? Developed and implemented financial plans and prepared detailed reports and analyses.
? YTD 156% of new enrollment goal ($779,000 new assets)
Jul 2014 — Sep 2017
Regional Internal Consultant · YTD
Jun 2013 — Jul 2014
Internal consultant partnering · Nationwide Financial
with two external wholesalers in NY and NJ wirehouse firms
? Performed outbound calls to financial advisors covering wide range of products and services to tailor needs-based solution
to risks and challenges that are unique to each client's situation
Territory Management and Retention 06/2013 to 07/2014
Dec 2004 — Jul 2012
Host/Griller/Grill Captain/Server · Nationwide Financial
- Columbus, Ohio
? Territory management/asset retention team-based sales approach with seven external wholesalers throughout the U.S
? Used proactive decision-making skills to build relationships with key decision-makers and help match their customers with the right solutions
Host/Griller/Grill Captain/Server 12/2004 to 07/2012
Jan 2009 — Apr 2009
B2B Sales Agent · Nationwide Financial
- Columbus, Ohio
? Excelled in a fast paced service industry and was recognized through promotions for time management skills, customer
satisfaction, and providing an overall outstanding dining experience
B2B Sales Agent 01/2009 to 04/2009
Hunter Marketing - Dublin, OH
? Accountable for own territory in a business to business sales and marketing role
Activity
Education history
Ohio University
Bachelor of Arts