Ryan Luna Email & Phone Number
Senior Portfolio Manager, V.P. @ Citizens Business Bank
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Ryan Luna Location
- Newport Beach, CA, US
Ryan Luna Work
- 2023 -now Senior Portfolio Manager, V.P. @
- 2021 -2023 Portfolio Manager @
- 2017 -2020 Portfolio Manager @
- 2013 -2016 Institutional Portfolio Management | Nuveen Asset Management @
- 2008 -2013 Institutional Portfolio Management, AVP | Tradewinds Global Investors @
- 2004 -2008 Senior Trader - Managed Accounts | NWQ Investments and Tradewinds Global Investors, LLC @
Ryan Luna Education
- University of Southern California - Marshall School of Business
Master of Business Administration (M.B.A.) (Finance)
- University of California, Riverside
Bachelor of Arts - BA (Political Science)
- University of California, Riverside
Bachelor of Arts - BA (History)
- Yale School of Management
Certificate (Investment Management Theory & Practice)
- Passed Level I in the CFA Program
Ryan Luna Skills
- Step
- Trading Strategies
- Alternative Investments
- Moxy
- CDS
- CAP
- Sales
- Brokerage
- Secondary Offerings
- Solicitation
- Adjustments
- Finance
- Nids
- Foreign Exchange
- Client Accounts
- Bloomberg Terminal
- Natural Resources
- Separately Managed Accounts
- Databases
- Global Equities
- Municipal Bonds
- Currency
- Allocations
- Institutional
- Hedge Funds
- Investment Management
- Leadership
- Series 63
- Supervisor
- PowerPoint
- Axys
- Bonds
- Fcs
- Capital IQ
- MS Excel
- Valuation
- Settlement
- Microsoft PowerPoint
- Networking
- Portfolio Management
- Bloomberg
- Responsiveness
- English
- Asset Allocation
- Investment Advisory
- Strategy
- Turnover
- Equity Research
- Microsoft Office
- Microsoft Excel
- Dispersion
- Asset Management
- Risk Management
- Customer Service
- Attribution
- Bids
- Analytical Skills
- Program Administration
- Operational Support
- DCF Valuation
- Ais
- Options
- Financial Markets
- Participation
- Fixed Income
- Economics
- Corporate Finance
- Retail
- Advent
- Financial Modeling
- Initial Public Offering
- IPS
- Sales Management
- Operations
- Macro
- Yields
- Maintenance
- Marketing
- Sma
- Managed Accounts
- Analysis Reports
- Separately Managed
- Analytics
- Income
- Corrections
- Pricing
- Growth Strategies
- Product Knowledge
- Client Relations
- Global Macro
- Wire
- Account Management
- Resources
- Reviews
- Investments
- Records
- Wrap
- FactSet
- Materials
- Financial Services
- Equities
- Mutual Funds
- Forensic Accounting
- Microsoft Word
- Investment Strategies
- Parties
- Analytical Skill
- Cash
- Administration
- Terminology
- Financial Analysis
- Series 7
- Treasury
- Liaison
- Solver
- Equity
- Trading
- Supply Chain
- Traders
- Securities
- DBMS
Ryan Luna Summary
- Ryan Luna, based in Newport Beach, CA, US, is currently a Senior Portfolio Manager, V.P. at Citizens Business Bank. Ryan Luna brings experience from previous roles at The Rice Partnership, Signature Estate & Investment Advisors, LLC and Nuveen. Ryan Luna holds a Master of Business Administration (M.B.A.) in Finance @ University of Southern California - Marshall School of Business. With a robust skill set that includes Step, Trading Strategies, Alternative Investments, Moxy, CDS and more. Ryan Luna has 2 emails and 2 mobile phone numbers on RocketReach.
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