Ivan Luna Email & Phone Number
Vice President, Portfolio Specialist - Private Credit @ The TCW Group
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Ivan Luna Location
- Los Angeles, CA, US
Ivan Luna Work
- 2026 -now Vice President, Portfolio Specialist - Private Credit @
- 2024 -2026 Vice President, Product Services @
- 2022 -2024 Assistant Vice President, Product Services @
- 2018 -2021 Institutional Distribution, Associate (Team Lead) @
- 2017 -2018 Institutional Distribution, Analyst @
- 2015 -2017 Prime Brokerage - Client Services Associate @
- 2015 -2015 Back Office - Securities Processing Intern @
Ivan Luna Education
- California State University-Fullerton
(Bachelor’s Degree, Business Administration and Finance)
2011-2015
Ivan Luna Skills
- Tax
- Weightlifting
- Cash
- Business Development
- Nexus
- Reconciliation
- Time Management
- Spanish
- Communication
- Recruiting
- Food
- Reporting
- Corporate Actions
- Options
- FINRA
- Planning
- Customer Service
- Project Management
- Interpersonal Skill
- Sales Process
- Business
- Maintenance
- Presentation
- Bingo
- Cost Basis Reporting
- Wealth Management
- Prime Brokerage
- Microsoft Office
- Accurint
- Prospect
- Commercial Banking
- Ebsco
- High level of initiative
- Securities Processing
- Sales
- Stressful Situations
- Spreadsheets
- MS Excel
- Microsoft Excel
- Search
- Customer Retention
- Relationship Management
- Finance
- Financial Statement
- Spanish Speaking
- Microsoft Word
- Securities
- Relationship Building Skills
- Public Sector
- Volunteering
- Cost Basis
- Income
- Client Services
- Consulting
- Leadership
- Public Speaking
Ivan Luna Summary
- Ivan Luna, based in Los Angeles, CA, US, is currently a Vice President, Portfolio Specialist - Private Credit at TCW. Ivan Luna brings experience from previous roles at The TCW Group and Guggenheim Partners. Ivan Luna holds a 2011 - 2015 California State University-Fullerton. With a robust skill set that includes Tax, Weightlifting, Cash, Business Development, Nexus and more. Ivan Luna has 1 emails and 2 mobile phone numbers on RocketReach.
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