Peter Luc

Vice President, Operations @Simplify Asset Management

Newport Beach, CA, US
EMAILS
p••••••••@simplify.us
MOBILE NUMBERS
+16•••••••88

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WORK HISTORY

Aug 2023 — Present

Vice President, Operations @Simplify Asset Management

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Orange County, CA, US

EDUCATION

1999 — 2004

Cal State Fullerton, College of Business and Economics

BA, Finance

2013 — 2015

USC Marshall School of Business

Master of Business Administration (MBA), Business Administration and Management, General

N/A

CFA Institute

CFA Program, Passed Level One

SKILLS

Asset AllocationMutual FundsTrainingValuationDerivativesFinancial AnalysisEquitiesDue DiligenceHedge FundsAsset ManagementCapital MarketsSeries 7FinanceBloombergBusiness DevelopmentFinancial ServicesBondsPortfolio ManagementInvestmentsAlternative InvestmentsPrivate EquityCreditFinancial ModelingSecuritiesFixed IncomeInvestment ManagementManagement

ABOUT PETER LUC

Decisive and seasoned investment professional with a proven track record of success in managing institutional business operations, as well as a wide range of critical reporting and technology projects. Extensive experience in helping firms understand firm- and product-level industry market share, strengths and weaknesses, and collaborating with key stakeholders to improve competitive positioning. Demonstrated ability to grasp the big picture and translate that vision seamlessly into an effective plan, followed by successful execution. A proven leader with over 19-years of investment industry experience who makes decisions using comprehensive planning, superior communication skills, thorough execution, effective supervision and active collaboration across disciplines.

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