Luke Bertolani

Luke Bertolani possesses a diverse background in financial operations and customer service. Currently serving as a Financial Operations Specialist and previously as a Financial Operations Analyst at Fi-Tek Wealth Solutions since April 2022, Luke has honed skills in financial analysis and operational tasks. Prior experience includes working as a CDO Deal Administrator at U.S. Bank, where responsibilities involved cash management and trade booking. Luke’s earlier roles featured serving at Millennium Restaurant Group and being a Financial Representative at Northwestern Mutual. Education includes a Finance degree from Western Michigan University, where studies were completed at the Haworth College of Business.