Vice President, Product Services
Current
Jan 2024 - Present
AeroLeads people directory · profile
Ivan Luna Email & Phone Number
VP @ The TCW Group | Product Services
at
The TCW Group
1 work email found
@tcw.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
VP @ The TCW Group | Product Services
Location
Los Angeles, California, United States
Who is Ivan Luna? Overview
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Quick answer
Ivan Luna is listed as VP @ The TCW Group | Product Services at The TCW Group, based in Los Angeles, California, United States. AeroLeads shows a work email signal at tcw.com and a matched LinkedIn profile for Ivan Luna.
Ivan Luna previously worked as Vice President, Product Services at The Tcw Group and Assistant Vice President, Product Services at The Tcw Group. Ivan Luna holds Bachelor’S Degree, Business Administration And Finance from California State University, Fullerton.
Company email context
Email format at The TCW Group
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{first}.{last}@tcw.com
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Profile bio
About Ivan Luna
I am a diligent and adaptable investor relations professional with 9+ years of global multi-disciplinary experience across public and private markets. Recognized for driving new business and building resilient client partnerships, I have a proven track record of contributing directly to company growth. Professional focal points include business development support, client relationship management and service, requests for proposals/due diligence questionnaires, marketing collateral, stakeholder engagement, strategic planning, and process optimization. In addition to my practical experience, I hold Series 3, 7 and 66 licenses. In my current role as Vice President of Product Services with The TCW Group, a leading multi-product asset manager, I am responsible for supporting TCW’s global client/consultant base across institutional/retail distribution channels and products, including Public and Private Credit, Emerging Markets and U.S. Equities. I project-manage existing and prospective investor requests which include responding to RFPs/DDQs, bespoke inquiries and follow-ups from meetings. In addition, I liaise with senior leadership and work closely with Product Specialists, Client Services and Marketing teams to create and maintain the integrity of content that optimally positions the firm’s diverse offerings and an investment team’s competitive advantages. Previously, I served as an investor relations and business development associate within Guggenheim's Institutional Client Group. Under my leadership, I provided white glove client service to a global client base (primarily for insurance companies with $30 billion in AUM across 40+ global strategic partnerships) and accelerated business development via marketing campaign and strategic prospecting efforts. Kept a flexible schedule to remain readily available to handle client inquiries promptly and ensure deliverables were met.
Listed skills include Customer Service, Finance, Leadership, Business, and 9 others.
Current workplace
Ivan Luna's current company
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6 roles
Ivan Luna work experience
A career timeline built from the work history available for this profile.
Assistant Vice President, Product Services
- Enterprise-wide function with global coverage of TCW’s clients and products that partners with Portfolio Management, Client Services and Marketing to fulfill client requests across institutional/retail distribution.
- Accountable for completing RFPs/DDQs with a focus on driving new business and prospecting efforts; field investor inquiries and communicate proactively to resolve issues and concerns.
- Actively supporting the current fundraising cycle for TCW’s Private Credit funds, including the 8th Direct Lending and 2nd Rescue (opportunistic) funds.
- Partner with leadership to define and implement Product Services strategy; devise solutions for improving processes and expediting goal achievement.
- Manage competing priorities/projects simultaneously while meeting all deadlines and client expectations.
- Empower Product Services team with strong leadership and ad hoc training to maintain the integrity and accuracy of client communications and proposals.
Jan 2022 - Mar 2024
Institutional Distribution, Associate (Team Lead)
- Accountable for delivery of an optimized level of client service to a global institutional client base comprising primarily of insurance companies with $30 billion in AUM across 40+ strategic partnerships.
- Accelerate business development in the Americas and Asia regions by conducting competitor, market, and industry research.
- Lead or participate in onsite and virtual client meetings as needed.
- Provide leadership and assist with directing resources for a team of four.
- Cultivate and enhance strategic client, consultant, and other stakeholder relationships.
- Complete RFPs, DDQs and other requests for information.
Oct 2018 - Jul 2021
Institutional Distribution, Analyst
- Prepared materials to advance monthly and ad hoc client portfolio reviews as well as pitch books for prospects.
- Streamlined population of consultant and other databases with firm and product information.
- Evaluated and distributed standard separately managed account (SMA) and fund deliverables.
Oct 2017 - Oct 2018
Prime Brokerage - Client Services Associate
- Orchestrated execution, clearance, and settlement services in support of institutional clients by liaising with clients, internal stakeholders, and custodians.
- Streamlined the onboarding process for new accounts.
- Pioneered a firm-wide transition to a new settlement platform (SUNGARD Phase3).
Aug 2015 - Sep 2017
Back Office - Securities Processing Intern
- Aligned objectives with senior specialists and a staggered intern team in the Tax/Corporate Actions department.
- Capitalized on broad exposure to back office prime brokerage operations.
Jun 2015 - Aug 2015
1 education record
Ivan Luna education
-
California State University, Fullerton
FAQ
Frequently asked questions about Ivan Luna
Quick answers generated from the profile data available on this page.
What company does Ivan Luna work for?
Ivan Luna works for The TCW Group.
What is Ivan Luna's role at The TCW Group?
Ivan Luna is listed as VP @ The TCW Group | Product Services at The TCW Group.
What is Ivan Luna's email address?
AeroLeads has found 1 work email signal at @tcw.com for Ivan Luna at The TCW Group.
Where is Ivan Luna based?
Ivan Luna is based in Los Angeles, California, United States while working with The TCW Group.
What companies has Ivan Luna worked for?
Ivan Luna has worked for The Tcw Group, Guggenheim Partners, and Wedbush Securities.
How can I contact Ivan Luna?
You can use AeroLeads to view verified contact signals for Ivan Luna at The TCW Group, including work email, phone, and LinkedIn data when available.
What schools did Ivan Luna attend?
Ivan Luna holds Bachelor’S Degree, Business Administration And Finance from California State University, Fullerton.
What skills is Ivan Luna known for?
Ivan Luna is listed with skills including Customer Service, Finance, Leadership, Business, Microsoft Office, Microsoft Excel, Customer Retention, and High Level Of Initiative.
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