Rob Luna Email & Phone Number

Chief Executive Officer @ Valtrion

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Rob Luna Location

Nashville, TN, US

Rob Luna Work

2023 - now Chief Executive Officer @ Valtrion
2002 - 2023 CEO and Chief Investment Strategist @ Surevest Wealth Management-A CI Financial Company
2000 - 2002 Head Trader, Risk Analyst @ Trend Trader Securities

1997 - 2000 Equity and Derivatives trader, Risk Analyst @ TD Waterhouse Capital Markets, Inc.

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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)

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Rob Luna Skills

Alternative Investments
Leadership
Series 63

Financial Advisory
Economics
Fixed Income
Retirement Income Strategies
Executive Management
Technical Analysis
Financial Planning

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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 1 mobile phone numbers on RocketReach.

Rob Luna Emails

Found 1 emails

@valtrion.com

Rob Luna Phone Numbers

Found 6 phone numbers

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