Lukas Wallner

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
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  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.

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  J.P. Morgan

  Jun 2022 - Aug 2022

  Graduate Student Analyst
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  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
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  Conv3x Capital Fund, LLC.

  Feb 2023 - now

  Chief Executive Officer