Back to Team
Luke Winskowski, CFP
Back to Team

Luke Winskowski, CFP

Executive in Residence
Email IconLinkedIn Icon

Industry recognized senior financial services executive with end-to-end experience of intermediary advice delivery and retail sales through employee and independent platforms. Direct leadership includes enterprise integration of advice delivery tools and technology, advisory and insurance solutions, client experience design, distribution management and operations across finance, compliance, sales and marketing.  

Expertise: Distribution Leadership, Wealth Management Platforms, Talent Attraction, Advice Technology, Practice Management, Enterprise Transformation, Retail Wealth & Insurance Solutions

Previous Experience
Up Close with
Luke

Learn more about the Executive in Residence Program.

Luke Winskowski, CFP
Back to Team

Luke Winskowski, CFP

Executive in Residence
Email IconLinkedIn Icon

Industry recognized senior financial services executive with end-to-end experience of intermediary advice delivery and retail sales through employee and independent platforms. Direct leadership includes enterprise integration of advice delivery tools and technology, advisory and insurance solutions, client experience design, distribution management and operations across finance, compliance, sales and marketing.  

Expertise: Distribution Leadership, Wealth Management Platforms, Talent Attraction, Advice Technology, Practice Management, Enterprise Transformation, Retail Wealth & Insurance Solutions

Previous Experience
Expertise
Up Close with
Luke

Learn more about the Executive in Residence Program.

Latest Insights from

Luke

Latest Insights

What I’ve Seen: Transforming Wealth Management Businesses for the Future
What I’ve Seen: Transforming Wealth Management Businesses for the Future
Insight

What I’ve Seen: Transforming Wealth Management Businesses for the Future

Latest Insight from

Luke

Latest Insight

What I’ve Seen: Transforming Wealth Management Businesses for the Future
Insight