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Luis Serna is listed as BAM Financial Analyst at CPP Student Managed Investment Fund, based in La Puente, California, United States. AeroLeads shows a matched LinkedIn profile for Luis Serna.
Luis Serna previously worked as Investment Fund Analyst at Cpp Student Managed Investment Fund and Auto Detailer at La Luas Details. Luis Serna holds Bachelor Of Business Administration - Bba, Finance, Real Estate, & Law, 3.84 from Cal Poly Pomona College Of Business Administration.
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👋 Hello, I am Luis Serna. I graduated from Cal Poly Pomona with a B.S. in Business Administration with an emphasis in Finance, Real Estate, and Law.To begin my college journey, I majored in accounting, with the sole reason being that I enjoyed working with numbers. I knew very little about the opportunities with this degree outside of tax preparation. I did little research and honestly did not have a passion for accounting. I was, however, doing my own research on personal finance. I soon discovered a position working with disadvantaged, low-income, first-generation high school students through TRIO Upward Bound. Here, I found a passion for helping people reach their full potential through education. Early in the pandemic, we were tasked to create and present workshops to our students for online engagement. I immediately thought of personal finance as my topic. It was a hit! My students enjoyed the material and how I made the topics digestible. I enjoyed the experience because I knew I was providing information they wouldn't have found otherwise. In addition, I enjoyed it because I found my passion in finance and education.I transferred to Cal Poly Pomona with my mind set on finance. During orientation, I was focused on the clubs and opportunities offered, namely, the Student Managed Investment Fund (SMIF). Through this opportunity, my passion for finance grew deeper as my cohort went through an intensive portfolio construction process. Along the way I learned economic analysis, asset allocation, historical asset class performance, Discounted Cash Flow model, and much more. This experience solidified my passion for finance and education, as I’ve had great professors along the way. ENTJ personality (extroverted, Intuitive, Thinking, and Judging)My hobbies include playing and watching basketball 🏀, weightlifting, reading 📖, trying new coffee spots☕️, watching movies, and going to amusement parksI would love to connect!
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Pomona, California, United States
-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.
West Covina, California, United States
-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
Walnut, California, United States
-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.
Walnut, California, United States
-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.
Walnut, California, United States
-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
Walnut, California, United States
-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.
Activities and Societies: Student Managed Investment Fund Student Managed Investment Club Finance Society Club
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Luis Serna works for CPP Student Managed Investment Fund.
Luis Serna is listed as BAM Financial Analyst at CPP Student Managed Investment Fund.
Luis Serna is based in La Puente, California, United States while working with CPP Student Managed Investment Fund.
Luis Serna has worked for Cpp Student Managed Investment Fund, La Luas Details, and Trio, Upward Bound Program.
You can use AeroLeads to view verified contact signals for Luis Serna at CPP Student Managed Investment Fund, including work email, phone, and LinkedIn data when available.
Luis Serna holds Bachelor Of Business Administration - Bba, Finance, Real Estate, & Law, 3.84 from Cal Poly Pomona College Of Business Administration.
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