Luke White

Energizer
DISC Type : I

Staff Product Manager at Jump - Advisor AI

Tampa, Florida, United States

Overview

Luke is a Staff Product Manager at Jump - Advisor AI, specializing in delivering innovative FinTech solutions. With a background that includes roles at eMoney Advisor and Fidelity Investments, he has a proven track of driving profitability through strategic product planning. Luke holds an MBA from Boston College and a BS from Clemson University.

Outside of work, Luke enjoys an active lifestyle in Florida, often spending his weekends outdoors with family and friends. He is passionate about exploring new places and meeting new people, balancing his professional drive with a love for travel and personal connections.

Unique Fact: Luke was the recipient of the Cullinet Software Award for being the Outstanding Senior in Computer Information Systems during his time at Clemson University.

Personality Overview

Believer

Enthusiastic

Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

AI in WealthTech
His current role is with Jump - Advisor AI and he has been a featured speaker on panels discussing AI's evolving role in the financial industry.
FinTech Product Growth
His career at eMoney Advisor and Fidelity Investments focused on launching and growing new digital products and revenue channels in the financial technology space.
Strategic Partnerships
As a Group Product Manager, he directed the strategy for API product suites and established new revenue channels through key partnerships with other technology firms.

Media Appearances

Luke has no verified media appearances

Work History

9-2025
Staff Product Manager at Jump - Advisor AI
2-2023 - 9-2025
Group Product Manager, Strategic Partnerships at eMoney Advisor
4-2021 - 2-2023
Advisory Product Manager at eMoney Advisor
1-2019 - 4-2021
Senior Product Manager at eMoney Advisor
4-2018 - 1-2019
Product Manager at Fidelity Investments

Education

Master of Business Administration - MBA from Boston College
Bachelor of Science (B.S.) from Clemson University

More Information

Social Presence :

Prographics :

Exp : 12 Location : Tampa, Florida, United States Job Level : Middle Designation : Staff Product Manager at Jump - Advisor AI
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Talk about their team and how your product will help them do things better and easier
  • Use phrases like ‘people will love’, ‘massive impact’ etc.
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t assume a yes just because they have not said no
  • Avoid cutting into their flow
  • Don’t push them to make a decision too fast, let them get comfortable first

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Luke

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Luke take some risk or not?

  • They may take certain risks that they deem unlikely of personal repercussions.

You And Luke

Personality Compatibility


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