Luma Financial Technologies
Rashad Anderson is the Head of Private Bank Relations & Business Development at Luma Financial Technologies. Prior to their current role, Rashad held positions at Bank of America Merrill Lynch, starting as an Analyst and working their way up to Vice President. Rashad also has experience as a Global Investment Solutions Summer Analyst at Merrill Lynch. Rashad holds a Bachelor of Science in Finance and Investments from Baruch College.
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Luma Financial Technologies
Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors andclients are maximizing their purchases.It was founded in 2018 and headquartered in Cincinnati, Ohio.