Lucas Podboj LUCASPODBOJ@GMAIL.COM | 714-423-9449

Meet Lucas

I am a senior at California State University, Fullerton studying Business Administration with an emphasis in Finance. I transferred into Cal State Fullerton for the beginning of my junior year with one goal in mind; to be the best possible student I could ever be. When entered, I immediately declared a major, and proceeded to scout for clubs that would orient me towards learning more about my major. I managed to join the Student Managed Investment Fund, where I learned an incredible amount about portfolio management, stocks, and bonds. My involvement in the club has helped curate a solid foundation about the finance industry at the institutional level. Towards the end of that first semester, I was then promoted to the be the head of fixed income for the club, where I would assist other fellow peers in improving their finance skills with the ones I have learned as well. Being the head of fixed income was a great milestone for me, as the progress that has been made from when I transferred into Cal State Fullerton and now, is immense. Outside of academia, I aspire to become a finance professional. The areas in finance I enjoy the most are portfolio management and quantitative analysis, these two fields are of much joy to me because I find it rewarding to actively always learn new things that you can apply towards a portfolio, and there are always new things. In the future, and what I am currently focused on the most, is in accumulating as much knowledge as I can, so that I can further my skills and one day gravitate myself towards these roles.

Education: Business Administration: Emphasis in Finance at California State University, Fullerton

Expected graduation: May 2019

Relevant Coursework:

  • Introduction to Finance
  • Financial Management II
  • Financial and Managerial Accounting
  • Capital Markets and Fixed Income Analysis
  • Business Analytics II

Work Experience

D.A. Davidson & Co Seattle, WA, United States - Summer Intern, Current

• Gained exposure to a variety of finance sectors; of which included Fixed Income Capital Markets, Equity Capital Markets, and Public Finance.

Harvey & Company, LLC. Newport Beach, CA, United States - Mergers and Acquisitions Research Intern, December 2017 – February 2018

Created By
Lucas Podboj


Created with images by Pexels - "blur chart computer" • TheDigitalArtist - "linkedin social media internet"

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