Rob Luna Email & Phone Number
Chief Executive Officer @ Valtrion
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Rob Luna Location
- Nashville, TN, US
Rob Luna Work
- Chief Executive Officer @ (May 2023 - Present)
- CEO and Chief Investment Strategist @ Surevest Wealth Management-A CI Financial Company (October 2002 - April 2023)
- Head Trader, Risk Analyst @ Trend Trader Securities (January 2000 - October 2002)
- Equity and Derivatives trader, Risk Analyst @ (November 1997 - January 2000)
Rob Luna Education
- UCLA Anderson School of Management
Master of Business Administration - MBA (Strategy & Finance)
2015-2016 - The Wharton School
Wharton Fellow
2012-2015 - The Wharton School
AMP Graduate (Business Administration and Management, General)
2011-2011 - Arizona State University
Bachelor of Arts (B.A.) (Media|Psychology)
- National University of Singapore
MBA (International business strategy & economics)
Rob Luna Skills
- Alternative Investments
- Leadership
- Series 63
- Financial Advisory
- Economics
- Fixed Income
- Retirement Income Strategies
- Executive Management
- Technical Analysis
- Financial Planning
- Retirement Income
- Portfolio Management
- Financial Modeling
- Capital Markets
- Derivatives
- Investments
- Financial Risk
- Finance
- Series 4
- Investment Advisory
- Asset Allocation
- Strategic Planning
- Strategy
- Financial Services
- Equities
- Wealth Management
- Mutual Funds
- Fundamental Research
- Investment Strategies
- Entrepreneurship
- Emerging Markets
- Risk Management
- Asset Management
- New Business Development
- Creative Strategy
- Microsoft Excel
- Options Strategies
- Go To Market Strategy
- Financial Analysis
- Series 24
- Business Strategy
- Management
- Quantitative Analysis
- ETFs
- Due Diligence
- Trading
- Series 65
- Options
- Series 7
- Securities
- Hedge Funds
- Investment Management
- Financial Markets
Rob Luna Summary
- Rob Luna, based in Nashville, TN, US, is currently a Chief Executive Officer at Valtrion. Rob Luna brings experience from previous roles at Surevest Wealth Management-A CI Financial Company, Trend Trader Securities and TD Waterhouse Capital Markets, Inc.. Rob Luna holds a 2015 - 2016 Master of Business Administration - MBA in Strategy & Finance @ UCLA Anderson School of Management. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Financial Advisory, Economics and more. Rob Luna has 1 emails and 5 mobile phone numbers on RocketReach.
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Top Valtrion Employees
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Chief Executive Officer
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