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Luke Stevenson

Senior Financial Analyst at Forge

Luke Stevenson, MBA, is a Senior Financial Analyst at HM Document Solutions since May 2021, previously serving as a Portfolio Accountant at BNY Mellon from January 2019 to May 2021. With extensive expertise in portfolio reconciliations, cash and investment discrepancies resolution, and communication with financial stakeholders, Stevenson managed over 200 accounts of fixed income securities. Various MBA consulting projects, including work with the Pittsburgh Center for Creative Reuse and the Uptown Partners Solar Cooperative, showcase abilities in strategic implementation and operational improvements. Early experience includes a Finance Internship at First Quality Enterprises, where analytical skills in pricing and market research were developed. Stevenson's management role at Stevenson Car Wash involved integrating technological advancements to enhance revenue and efficiency. Academic credentials include an MBA from Duquesne University and a Bachelor's Degree in Finance from Indiana University of Pennsylvania.

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