Michael Luther, CFA

Michael Luther, CFA

Customer Service Teammate

Followers of Michael Luther, CFA693 followers
location of Michael Luther, CFANew York, New York, United States

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  • Timeline

  • About me

    Director of Performance Management at O'Shaughnessy Asset Management

  • Education

    • Boston College

      2013 - 2017
      Bachelor of Arts - BA Economics

      Activities and Societies: Sports Business Society

    • Boston College - Woods College of Advancing Studies

      2019 - 2020
      Master of Science - MS Applied Economics 4.0
  • Experience

    • Price Chopper Supermarkets-Market 32

      Jun 2013 - Aug 2013
      Customer Service Teammate

      • Provided cordial, fast, and accurate customer service in a high-volume store • Resolved customer issues regarding pricing, coupons, and promotions • Maintained displays and restocked items

    • FedEx Ground

      May 2014 - Aug 2014
      Package Handler

      Scanned and sorted a large magnitude of packages in a fast-paced environment into trailers in the quickest and most volume optimizing way possible in a large plant that processed up to 30,000 packages a night

    • O'Donnell-Luther Financial Services, LLC

      Jun 2015 - Aug 2015
      Intern

      • Product research including equities, mutual funds, and exchange traded funds for independent financial advisor.• Constructed portfolio models and analysis to achieve portfolio objectives while mitigating risk.

    • The Novus Group

      Sept 2015 - Dec 2015
      Intern

      Political consulting firm. Wide variety of responsibilities including: research on markets,candidates, constituents, current and pending legislation; drafting of campaign emails, and other various tasks to support our projects and clients.

    • The Hartford

      Jun 2016 - Aug 2016
      Process Analyst Intern

      Early Career Leadership Development Program Intern - Ops, Tech, and Data TrackRobotic Process Automation (RPA) Project: Completed an industry analysis on RPA to understand where we stood vs competitors, and highlight potential actions moving forward Conducted interviews with process owners, quality analysts, and subject matter experts to identify potential automation opportunities. Presented final automation recommendations based on analysis of information gathered from those interviews and other researchCapstone Project—“DataWiki Usability and Social Collaboration Campaign" Independent intern group project with 4 other interns Goal: to create awareness, excitement, and get people to view this centralized metadata repository as an invaluable tool to their jobs. Conducted interviews with many people throughout the company to understand the tool, learn about its implementation, and identify pain points. Final 30 minute presentation of our findings and recommendations in front of other interns and various senior leaders. Show less

    • The Hartford

      Jul 2017 - Aug 2019

      6 month rotation as a Data Analyst for the IT Lean Portfolio Manager in Group Benefits Six month rotation as a Scrum Master working in Personal Lines on the Digital Sales Application

      • Data Analyst

        Feb 2019 - Aug 2019
      • Scrum Master

        Aug 2018 - Feb 2019
      • Process Analyst

        Jul 2017 - Aug 2018
    • Boston College - Woods College of Advancing Studies

      May 2019 - May 2020
      Graduate Student
    • O'Shaughnessy Asset Management

      Sept 2020 - now
      • Director of Performance Management

        Jan 2024 - now
      • Vice President, Senior Performance Analyst

        Jan 2023 - Jan 2024
      • Associate, Performance Analysis

        Sept 2020 - Feb 2023
  • Licenses & Certifications

    • Professional Scrum Product Owner I

      Scrum.org
      Nov 2018
    • Professional Scrum Master I

      Scrum.org
      Aug 2018
    • Chartered Financial Analyst (CFA) Charterholder

      CFA Institute
      Nov 2023
    • Lean Six Sigma Yellow Belt Certification

      The Hartford
      May 2018
  • Volunteer Experience

    • Tutor/Mentor

      Issued by Morgan Memorial Goodwill Industries on Oct 2014
      Morgan Memorial Goodwill IndustriesAssociated with Michael Luther, CFA
    • Mentor

      Issued by CONNECTIKIDS INC on Oct 2017
      CONNECTIKIDS INCAssociated with Michael Luther, CFA