2017 -2018 Treasury and CIO - Senior Associate - Risk, P and L, Controls, Compliance @
2015 -2017 Prime Brokerage Middle Office Associate @
2014 -2015 US Treasury and Mortgage Backed Securities Analyst - Team Lead @
Luke Nagy Education
Bloomsburg University
Bachelor of Arts (Economics)
2007-2012
Bloomsburg University (AACSB accredited)
Bachelor of Science (Finance)
2007-2012
Luke Nagy Skills
Financial Modeling
Investments
Mutual Funds
Microsoft Office
Microsoft Excel
Series 7
Teamwork
Securities
Finance
Retirement Planning
Financial Analysis
Series 63
Wealth Management
Risk Management
Financial Planning
Uniform Combined State Law
Retirement
Strategic Financial Planning
Asset Allocation
Fixed Income
Analysis
Financial Planners
Portfolio Management
Bonds
SPSS
401k
Prime Brokerage
Anger Management
Intuitive Eating
Leadership
Customer Service
Equities
Microsoft Word
Management
Time Management
PowerPoint
Hedge Funds
Derivatives
Bloomberg
Phone Etiquette
Behavioral Finance
Luke Nagy Summary
Luke Nagy, based in Tampa, FL, US, is currently a SVP – Markets Control Assessment Lead – Business Risk and Control Sr Officer at Citi. Luke Nagy brings experience from previous roles at TD, Citi and Vanguard. Luke Nagy holds a 2007 - 2012 Bachelor of Arts in Economics @ Bloomsburg University. With a robust skill set that includes Financial Modeling, Investments, Mutual Funds, Microsoft Office, Microsoft Excel and more. Luke Nagy has 3 emails and 2 mobile phone numbers on RocketReach.
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