About Luke Nagli:
My name is Luke Nagli, I am a Junior at the University of Arizona majoring in Finance. I am a part of various clubs and organizations such as the Investments Club, Financial Modeling Club, and the Wall Street Scholars Program. I am interested in industries such as Investment Banking, Private Equity, Restructuring, and Consulting.
Experience
Wall Street Scholars Professional Development Program Tucson, Arizona Associate November 2022 – Present
• Selected as 1 of 17 out of 150+ students pursuing careers on Wall Street for a competitive development program
• Present over 20 merger and acquisition write-ups and present strategic rationale behind each transaction to peers
• Pitch acquisitions including companies such as CVS, Chevron, PayPal, Pfizer, Seadrill, and United Rentals
• Network with mentors and industry professionals to establish relationships and pursue potential opportunities
Brilliant Epoxy Floors Scottsdale, Arizona
Summer Analyst July 2020 – August 2023 • Compare the costs of materials and manage subcontractor costs to ensure gross margins are met on a monthly basis • Manage office data and maintain well-organized records to respond swiftly to various administrative office needs
• Fulfill daily financial tasks such as bookkeeping, job costing, inventory tracking, and purchase order generation
Financial Modeling Club Tucson, Arizona
Director of Outreach August 2022 – Present • Build and maintain a strong knowledge of basic accounting principles to analyze various financial documents
• Design models such as discounted cash flows and LBOs for forecasting valuation and asset management
• Create and defend three-statement models to support rationale behind investments and capital structuring decisions
Investments Club Tucson, Arizona
Selected Member September 2021 – Present • Participate in over 20 weekly market talks and healthy debates about various current events and economic issues
• Assemble notes and topics of discussions for sharing dozens of potential trade ideas based upon market events
• Develop a greater understanding of several financial institutions through weekly meetings and alumni connections
Education
Currently a Junior at the University of Arizona Majoring in Finance.
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