Katherine Luke

Katherine Luke


Vero Beach, Florida (Fort Pierce, Florida Area)
Financial Services

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Katherine Luke's Overview

  • Production Manager at Integris Financial Group, Inc
  • Para-Associate at Omni Financial
  • Tax Resolution Specialist at Omni Financial
  • Tax Training Consultant at Pathfinder Business Strategies
  • Tax Reduction Consultant at Pathfinder Business Strategies
  • Intern, Horse Trainer at BJ Ranch
  • Administrative Assistant at Norstar Mortgage Company

94 connections


Katherine Luke's Summary

Displays particular proficiency in interpersonal relationships with clients, effectively marketing and conveying value of products and services to clients.

Results-oriented professional with extensive experience in both sales and marketing fields.

Track record of consistently producing sales numbers at volume well above quota

Possesses a natural gift in sales efforts in goal-oriented team settings

Katherine Luke's Experience

Independent Insurance Agent

AmeriLife Group LLC

Privately Held; 1001-5000 employees; Insurance industry

February 2012Present (2 years 8 months) Indian River County

I am dedicated to the insurance and financial needs of America’s increasing senior population. I can help you bridge the gap between supply, market demand and distribution with our:

Health and Medicare Supplement Plans
Financial Services
Long Term Care
Life Insurance Products

I currently represent over 40 companies, under the umbrella of Amerilife;the nation's largest, privately-owned, senior-focused, life and health insurance marketing organization

Production Manager

Integris Financial Group, Inc

January 2013January 2014 (1 year 1 month) Fort Pierce, FL

Integris Financial Group Inc. is a team of tax professionals dedicated to providing the best resolution and service to our clients. Since each taxpayer’s situation is different, our team takes pride in their vast knowledge and experience in understanding the IRS and State agency codes. Our professional staff knows which tax codes to enforce and how to negotiate positive outcomes for our clients. Whether it is negotiating back taxes or just filing your return properly, our tax professionals stand alone in the tax resolution industry.


Omni Financial

Privately Held; 51-200 employees; Financial Services industry

October 2010May 2011 (8 months) Vero Beach, FL

At Omni Financial, we know that dealing with tax problems can be overwhelming, that’s why we will immediately work with the IRS to stop levies, seizures, and wage garnishments. Often times the IRS will take aggressive steps to collect, whether or not you can afford them. We can stop the IRS from taking your money and work with them in order to not only stop aggressive collections, but to get your tax problems solved once and for all, as quickly as possible.

Tax Resolution Specialist

Omni Financial

Privately Held; 51-200 employees; Financial Services industry

January 2010October 2010 (10 months)

I was responsible for initializing contact for potential clients for Omni Financials Senior Tax Analyst. I was required to have over 400 contacts a day, researching and analyzing leads, as well as maintaining organized files. In this position, you are held accountable to obtain a sales goal every month. I have also had experience in managing the night shift at Omni Financial.

Tax Training Consultant

Pathfinder Business Strategies

Law Practice industry

October 2009January 2010 (4 months) Sebastian, FL

Pathfinder Business Strategies is an experienced team of Tax Attorneys, CPAs, and Support Professionals. Our main goal is to reduce your tax liabilities and protect your assets and wealth while working with the financial team you have in place. We use time tested, properly researched and documented strategies that are legal, ethical and audit proof. Working with the most current, properly documented information is the key to safely and legally reducing your tax obligations and fully protecting your assets.

Tax Reduction Consultant

Pathfinder Business Strategies

Law Practice industry

October 2008October 2009 (1 year 1 month) Sebastian, FL

I started out as an administrative assistant for a sales representative. Over the time that I worked for Pathfinder Business Strategies, I was promoted to a tax reduction consultant. The duties of that position included the sales of the products that Pathfinder provided, as well as administrative work.

Intern, Horse Trainer

BJ Ranch

June 2007September 2007 (4 months) Eustis, FL

I was expected to maintain the feeding schedule for over 20 horses and keep the barn organized. I trained horses that were designated to me. I also was required to travel across the country to continue interning at high level horse shows.

Administrative Assistant

Norstar Mortgage Company

May 2006August 2006 (4 months)

My duties included answering phones, faxing documents, maintaining a calendar, etc.

Katherine Luke's Volunteer Experience & Causes

  • Volunteer Interests

    • Causes I care about:

      • Animal Welfare
      • Children
      • Civil Rights and Social Action
      • Economic Empowerment
      • Human Rights
      • Politics
      • Social Services

Katherine Luke's Certifications

  • Life, Health, And Annuity License

    • State of Florida
    • License W090788
    • March 2012 to March 2014

Katherine Luke's Skills & Expertise

  1. Accounting
  2. Sales
  3. Customer Service
  4. Microsoft Excel
  5. Management
  6. Small Business
  7. Process Improvement
  8. Budgets
  9. PowerPoint
  10. Strategic Financial Planning
  11. Microsoft Office
  12. Financial Statements
  13. Microsoft Word
  14. Consulting
  15. Mutual Funds
  16. Marketing
  17. Tax
  18. Outlook
  19. Project Management
  20. Strategic Planning
  21. Public Speaking
  22. Social Media Marketing
  23. Social Networking
  24. Analysis
  25. Training
  26. Negotiation
  27. Time Management
  28. Insurance
  29. Team Building
  30. Finance
  31. Business Strategy

View All (31) Skills View Fewer Skills

Katherine Luke's Education

Indian River Community College

Associates of Arts, Business Administration


2003 - 2007 Indian River Charter High School Vero


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