Ryan Luna

Senior Portfolio Manager, V P @Citizens Business Bank

Newport Beach, CA, US
EMAILS
r••••••••@cbbank.com
MOBILE NUMBERS
+13•••••••90

Signup · Get unlimited contacts

WORK HISTORY

Jul 2023 — Present

Senior Portfolio Manager, V P @Citizens Business Bank

View department →

Newport Beach, CA, US

EDUCATION

N/A

Yale School of Management

Certificate

N/A

University of California, Riverside

Bachelor of Arts - BA

N/A

University of Southern California - Marshall School of Business

Master of Business Administration (M.B.A.)

SKILLS

Investment StrategiesAlternative InvestmentsSeparately Managed AccountsEquity ResearchMutual FundsAsset AllocationRisk ManagementFinancial ModelingManaged AccountsFixed IncomeCustomer ServiceGlobal EquitiesBloombergLeadershipInvestmentsBondsFinanceFinancial AnalysisFinancial ServicesDcf ValuationPortfolio ManagementFactsetMicrosoft ExcelPowerpointFinancial MarketsTradingMicrosoft PowerpointAsset ManagementCapital IqValuationEquitiesGlobal MacroSeries 7OptionsMicrosoft OfficeClient RelationsHedge FundsInvestment AdvisoryMicrosoft WordSeries 63

ABOUT RYAN LUNA

As a portfolio manager with broad experience in institutional and private client asset management, I believe in an investment approach that is global in perspective and inclusive of all major public and private asset classes. Highlights: Experienced in managing strategies for HNW/UHNW, institutional clients and managed portfolios. Conduct research and due diligence on public and private opportunities, evaluating fund managers for private equity, hedge funds, and across alternative strategies. A collaborative, articulate leader that knows how to create strong cultures and views diversity as a must to grow high performing teams.Solutions driven and outcome-oriented. Building a brighter future for investors one relationship at a time.

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Ryan Luna — Email, Phone Number & Contact Info | Unifers