Luis Serna

Financial Analyst at CPP Student Managed Investment Fund
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Contact Information
us****@****om
(386) 825-5501
Location
La Puente, California, United States, US

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Credentials

  • Investment Banking Virtual Experience
    TD Securities
    Dec, 2022
    - Nov, 2024
  • Bloomberg Market Concepts
    Bloomberg LP
    Aug, 2022
    - Nov, 2024

Experience

  • CPP Student Managed Investment Fund
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Financial Analyst
      • Jun 2022 - Present

      -Chosen as one of 16 students to participate in a highly prestigious program to manage a portfolio with over $500,000 -Researched the United States and international countries to determine their economic outlook and allot funds to invest in a particular country accordingly -Constructed and optimized a diversified portfolio tailored to our client's needs -Utilized the Bloomberg equity screener to select securities in the consumer staples and consumer discretionary sectors -Analyzed the screened stocks by reviewing the company's 10-K, 10-Q, industry, reports, and running a DCF model to examine the value of the company Show less

  • La Luas Details
    • West Covina, California, United States
    • Auto Detailer
      • Feb 2020 - Present

      -Automotive detailer for clients in neighboring cities for proper care of their vehicles -Specialized in interior detailing where I addressed stains, odor, discoloration, and oily plastics or leather -Polishing/paint correction for enhanced shine -Attention to detail and great service to ensure repeat clients -Automotive detailer for clients in neighboring cities for proper care of their vehicles -Specialized in interior detailing where I addressed stains, odor, discoloration, and oily plastics or leather -Polishing/paint correction for enhanced shine -Attention to detail and great service to ensure repeat clients

  • TRIO, Upward Bound Program
    • United States
    • Higher Education
    • 400 - 500 Employee
    • Academic Coach
      • Oct 2019 - Present

      -Produced and delivered bi-weekly financial literacy workshops to a caseload of 70 students-Assisted in transitioning to virtual tutoring services for our students due to the pandemic-Provided emotional and academic support to low-income, first-generation high school students-Presented on how to recognize test anxiety to help relieve the stress from taking quizzes/exams/AP exams-Kept ongoing conversations about the student's grades to motivate them to pass their classes

    • Lead Instructor
      • Jun 2022 - Aug 2022

      -Provided teaching material to a caseload of 10 high school students in Intro to Sociology through Mt. San Antonio College special admit courses-Maintained an interactive and supportive community of students-All 10 of my students passed the course; 8 A's and 2 B's-Led a competitive group of 9 students, chosen randomly out of the entire program, to win this year's color competition (Team Yellow!)-Encouraged the students to show eagerness and perform their best in every activity -Supported the students in developing creative activities-Served as Residential Advisor (RA) in the last week of the summer program during our stay at Cal State LA Show less

    • Lead Instructor
      • Jun 2021 - Aug 2021

      -Provided teaching material to a caseload of 13 high school students in Intro to Sociology through Mt. San Antonio College special admit courses-Maintained an interactive and supportive community of students-All 13 of my students passed the course; 11 A's and 2 B's

    • Lead Instructor
      • Jun 2020 - Aug 2020

      -Provided instruction and teaching material to a caseload of 10 high school students in Intro to Psychology through Mt. San Antonio College special admit courses-Maintained an interactive and supportive community of students-Co-facilitated unity circles of a book (The Four Agreements by Don Miguel Ruiz) to 12 students to enrich the student's personal development and enhance their positive outlook on life-Out of my 10 students, we had 7 A's, 2 B's, and 1 C

Education

  • Cal Poly Pomona College of Business Administration
    Bachelor of Business Administration - BBA, Finance, Real Estate, & Law
    2021 - 2023
  • Mt. San Antonio College
    Associate of Arts - AA, Psychology
    2018 - 2021
  • Mt. San Antonio College
    Associate of Science - AS, Business Administration and Management, General
    2018 - 2021

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