Luke Magturo

Luke Magturo

Client Service Associate @ WestPac Wealth Partners

About

I am a Finance and Business Analytics double major at the University of San Diego, deeply engaged in the Finance Association and International Business Council to expand my expertise, network, and industry knowledge. My passion lies in Financial Advisory, where I aim to leverage data driven insights and strategic financial solutions to drive long term success.Beyond academics, I have cultivated extensive leadership experience through years of ministry and project management, allowing me to foster deep, meaningful relationships and build bridges across diverse communities. These experiences have shaped my approach to finance, leadership, and impact driven decision making, reinforcing my commitment to integrity, adaptability, and purposeful solutions.My long term vision is to integrate finance, business, and ministry to create lasting, meaningful change. Whether through advisory services, investment strategies, or financial solutions that empower individuals and communities, my mission is to align financial growth with purpose.I am always open to connecting, collaborating, and exploring strategic financial opportunities that drive positive impact. Let’s connect to discuss investment strategies, ethical finance, and leadership driven financial solutions

Country

United States

City

Ladera Ranch

Industry

Financial Services

Skill

Consulting, Research Skills, Report Writing, Social Impact Strategy, Financial Oversight, Executive Management, Budgeting, Bookkeeping, Financial Planning, Excel Formulas, Data Analysis, Graphing, Visualizing Data, Emergency Management, Bloomberg Terminal, Bloomberg Software, Sales Presentations, Pitching Ideas, Equity Research Analysis, Networking

Experience

WestPac Wealth Partners

Client Service Associate

WestPac Wealth Partners

LinkedIn
2025-9 - Present · 1 yr 1 mo

San Diego, California, United States

- Collaborating with Financial Advisors and broker/dealers to manage portfolios and ensuring client satisfaction - Assisting to manage mid-high net worth clients ($100K-$800K yearly earnings), while developing strategies to grow their assets - Cultivating and enhancing new and existing client relationships by delivering excellent client service models and aid in maintaining strong client-producer relationships

Student International Business Council (SIBC)

Chief Financial Officer

Student International Business Council (SIBC)

LinkedIn
2025-5 - Present · 1 yr 5 mos

San Diego, California, United States

- Oversee all SIBC revenue, expenditures, and reimbursements - Hold Financial Records of SBA Account and AS Account - Develop a yearly budget plan - Collaborate with President, SBA Accountant, and Faculty Advisor to maintain stable budget - Propose funding requests to student government - Review and approve all organization expenses SIBC's mission is to empower students through the ethical advancement of commerce by developing leadership, entrepreneurial ability, and global interaction with a vision of peace through commerce. We work alongside University of Notre Dame and Benedictine College.

Delta Sigma Pi

DEI Chair

Delta Sigma Pi

LinkedIn
2025-2 - Present · 1 yr 8 mos

San Diego, CA

PwC

Nonprofit-Consultant Extern

PwC

LinkedIn
2025-5 - 2025-7 · 3 mos

- Conducted 7 weeks of research on Domestic Violence trends and the current world of donating foundations - Collaborated with the Urban Justice Center and PwC professionals to develop data-driven recommendations for community engagement and support initiatives - Laid out actionable insights and possible donor recommendations for UJC's Domestic Violence Project team - Presented a final project of my research which encompassed donor trends, suggested donors, and outreach strategies

Goldman Sachs

Possibilities Summit + Virtual Insights Series

Goldman Sachs

LinkedIn
2024-12 - 2025-7 · 8 mos

- Selected among 14,000 applicants as one of 563 elite participants in Goldman Sachs’ highly competitive, year- long program designed to develop future leaders in finance. - Gaining hands-on exposure to investment banking, financial markets, and leadership through direct mentorship from Goldman Sachs professionals. - Participating in exclusive technical training and workshops to deepen expertise in financial modeling, capital markets, and deal-making strategies. - Engaging in high-level industry events, expanding professional networks, and building relationships with top-tier finance professionals and ambitious peers. - Strengthening strategic thinking, problem-solving, and analytical skills, preparing for a successful career in investment banking and financial services.

Student International Business Council (SIBC)

Buyside Equity Analyst

Student International Business Council (SIBC)

LinkedIn
2025-1 - 2025-3 · 3 mos

San Diego, CA

- Pitched ESG aligned stock to investment bankers - Formulated detailed financial models using the Bloomberg Terminal - Provided technical finance solutions to questions from panel - Collaborated with team of 13 students to create presentation - Developed skills with real-world industry tools and networked with finance professionals - Utilized presentation skills to entice audience and spark interest for companies to invest in

PokeBowlz

Server

PokeBowlz

LinkedIn
2023-5 - 2025-3 · 1 yr 11 mos

Ladera Ranch, CA

- Cultivated strong attention to detail and quality control by ensuring top-tier food preparation, from handling raw ingredients to executing precise grilling techniques - Managed transactions and payments with accuracy, ensuring operation efficiency in the workplace - Maintained a fast-paced work environment while optimizing workflow and upholding strict quality standards

R3 Wire Recycling

Co-Founder

R3 Wire Recycling

2023-10 - 2024-12 · 1 yr 3 mos

San Clemente, CA

- Founded and scaled an electrical wire recycling business, identifying a niche market to monetize excess copper wire from electricians through strategic collection and resale. - Led business development efforts, conducting over 100 cold calls to firms within a 50-mile radius to pitch services, negotiate contracts, and establish supplier relationships. - Developed negotiation skills, successfully engaging with senior professionals to secure partnerships and optimize pricing structures. - Managed revenue growth, achieving $3,000 in first-year earnings through strategic sourcing and efficient cost management. - Gained hands-on experience in market analysis, sales strategy, and operational efficiency, reinforcing skills in financial modeling, risk assessment, and deal structuring.

Education

University of San Diego - Knauss School of Business

University of San Diego - Knauss School of Business

LinkedIn
2024-8 - 2028-5 · 3 yrs 10 mos

Activities and Societies: First Honors | 3.73 GPA - Delta Sigma Pi: Professional Business Fraternity developing preparing competitive students with professionalism, brotherfood, and community service - Active member of Finance Association and International Business Council, expanding financial acumen and global market insights - Executive boards in University Ministry and Theology Club, fostering leadership, service, and ethical decision-making - Member of Filipino Ugnayan Student Organization, promoting cultural awareness and community-building - Competitor in Intramural Volleyball, Football, and MMA, demonstrating teamwork, discipline, and resilience

San Juan Hills High School

San Juan Hills High School

LinkedIn
2020-8 - 2024-5 · 3 yrs 10 mos

Graduated as Valedictorian, 4.2 GPA - AP Merit distinction for academic excellence - Loyal member of the Academic Decathlon and National Honor Society demonstrating strong analytical and problem-solving skills - Active in athletics as a competitor in Varsity Volleyball, Football, and Wrestling, showcasing leadership, discipline, and teamwork - Engaged in professional development as a member of Future Business Leaders of America (FBLA) and co-founded the Lifestyle Club, fostering personal growth and community engagement - Contributed to inclusivity and mentorship as a dedicated member of the Best Buddies Club

Luke Magturo's Contact Information

Email

******@***.com

Phone

(**) *** ****

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