Lukas Wallner

Lukas wallner

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location of Lukas WallnerHuntington Beach, California, United States
Phone number of Lukas Wallner+91 xxxx xxxxx
Followers of Lukas Wallner690 followers
  • Timeline

    Jan 2019 - Dec 2019

    Instructional Student Assistant (Finance Tutor)

    California State University, Northridge
    Northridge
    Jan 2020 - Apr 2022

    Equity Options Trader & Instructor (Consultant)

    Stock Market
    Aug 2020 - Feb 2021

    Financial Analyst - Production/Entertainment

    Bounty LA
    Jun 2022 - Aug 2022

    Graduate Student Analyst

    J.P. Morgan
    Current Company
    Jun 2022 - now

    Manager, Operations Strategy

    Hyundai Capital America
    Newport Beach, California, United States
    Current Company
    Feb 2023 - now

    Chief Executive Officer

    Conv3x Capital Fund, LLC.
  • About me

    Manager, Operations Strategy @ Hyundai Capital America | Real Estate Investor | Market Enthusiast

  • Education

    • Santa barbara city college

      2014 - 2017
      Associate's degree business, economics 3.9

      Activities and Societies: Phi Theta Kappa Honor Society, President's Honor Roll

    • University of california, irvine - the paul merage school of business

      2021 - 2022
      Master's degree finance 3.97
    • California state university, northridge

      2017 - 2019
      Bachelor's degree finance 3.9
  • Experience

    • California state university, northridge

      Jan 2019 - Dec 2019

      Mentored students from diverse backgrounds in conceptually understanding topics such as valuation, financial forecasting, and dividend policy. • Guided students to appropriately analyze financial statements and dissect all relevant information.• Explained concept of time value of money and its use in applying it to make financial decisions.• Explored alternative ways of explaining material to students to improve understanding and retention of information resulting in a better understanding of key concepts. Show less

      • Instructional Student Assistant (Finance Tutor)

        Jan 2019 - Dec 2019
      • Student Portfolio Analyst

        Jan 2019 - May 2019
    • Stock market

      Jan 2020 - Apr 2022
      Equity options trader & instructor (consultant)

      Analyze a wide array of fundamental market data comprising macroeconomic, sector-related, and company-specific events while passing on knowledge to clients and providing trade ideas.• Develop profitable trading systems by positively skewing risk/reward to at least 1:2 using position sizing and scaling creating consistent overall growth in account equity.• Review trade data to identify shifts in overall market environment and to adjust strategies accordingly. • Capitalized on close to 100pts in pre-merger SPAC trade (Ticker: KCAC, now QS) backed by VW and Bill Gates during the EV sector boom in Q4 of 2020. Show less

    • Bounty la

      Aug 2020 - Feb 2021
      Financial analyst - production/entertainment

      Explored trends in the shifting entertainment landscape and forecast possible financial implications. • Monitored developments in spending through detailed bookkeeping to improve operational efficiency.• Created uniform budget policies for the firm's projects to optimize the allocation of funds. • Gathered information from multiple sources and prepare internal reports aiding in strategic decision-making.

    • J.p. morgan

      Jun 2022 - Aug 2022
      Graduate student analyst
    • Hyundai capital america

      Jun 2022 - now
      • Manager, Operations Strategy

        Jan 2024 - now
      • Associate, Business Process

        Oct 2022 - Jan 2024
      • Operations Strategy and Transformation Intern

        Jun 2022 - Sept 2022
    • Conv3x capital fund, llc.

      Feb 2023 - now
      Chief executive officer
  • Licenses & Certifications

    • Bloomberg market concepts (bmc)

      Bloomberg
      Mar 2022
      View certificate certificate
    • Securities industries essentials (sie)

      Finra
      Nov 2019
    • Ethical decision making

      Cfa institute
      Aug 2022