Luca Pozzi

About

I'm a finance and fintech student at Fordham University's Gabelli School of Business with hands-on experience in customer relations, financial modeling, and portfolio analysis.

My experience spans investor-facing work at Pietra Communications and the United States-Mexico Chamber of Commerce, retail sales at Equinox, and board membership at the Fintech/VC Club where I author startup analyses and organize conferences.

I'm fluent in English and Italian with conversational Spanish and French.

Resume

Education

Present

B.S. Finance, Fintech Concentration

Fordham University, Gabelli School of Business

Major GPA: 3.9. Dean's List 2024, 2025, 2026. Relevant coursework: Financial Modeling, Fintech, Venture Capital, Marketing, Data Systems.

Previously

International Baccalaureate

The American High School of Milan, Italy

Projects & Competitions

Nov. 2025

ABI Restructuring Case Competition

Built creditor recovery waterfall with DIP financing, liquidation analysis, and exit scenarios. Presented restructuring proposal to bankruptcy professionals, pitching tailored exit facility terms.

Nov. 2025

Stock Pitch Competition

Modeled upside case for Credo (CRDO) driven by hyperscaler capex and liquid cooling adoption. Pitched thesis with proprietary research evaluating TAM size and downside exposure.

Experience

Sept. 2023 — Sept. 2025

Sales Associate

Pietra Communications — New York, NY

Built prospect database and ran targeted outreach, increasing new client acquisition by 0. Created automated personalization tool for tailored client emails. Pitched and scoped 0 in targeted campaigns.

June 2023 — June 2024

Sales Associate

Equinox — New York, NY

Generated 0 in sales, ranking as top salesperson district-wide. Cold-called churned and prospective members, created direct-to-gym ordering service opening an untapped revenue channel, and designed targeted in-class promotions.

July 2023 — Sept. 2023

Customer Relations

United States-Mexico Chamber of Commerce — New York, NY

Improved NPS by 0. Engaged senior corporate attendees to identify partnership and sponsorship opportunities. Conducted post-event follow-ups generating qualified leads.

Skills & Certifications

Python (Automation, Data Scraping, API Integrations)

Excel (Macros, Pivot Tables, KPI Dashboards)

FINRA SIE Certification

Envestnet Certification

Bloomberg Market Concepts

Languages: EN & IT (fluent), ES & FR (conversational)

Portfolio

A selection of financial models, investment analyses, and competition work from my coursework and independent projects.

Investment Memo

DCF & Investment Memo — Lamb Weston (LW)

Full DCF valuation and investment memo with revenue build, WACC derivation, and sensitivity analysis on a consumer staples name.

DCFValuationExcel

Portfolio Analysis

In & Out-of-Sample Portfolio Analysis

Constructed and back-tested optimized portfolios using mean-variance optimization, comparing in-sample vs. out-of-sample performance across market regimes.

PythonpandasStatistics

Financial Model

MSFT Pro-Forma Model

Three-statement pro-forma model for Microsoft with revenue segmentation, operating leverage assumptions, and scenario analysis on cloud growth.

3-StatementPro-FormaExcel

Case Competition

ABI Restructuring Case

Built creditor recovery waterfall with DIP financing, liquidation analysis, and exit scenarios. Presented to bankruptcy professionals.

RestructuringCreditWaterfall

Stock Pitch

Credo Technology (CRDO) — Long Thesis

Modeled upside driven by hyperscaler capex and liquid cooling adoption. Proprietary TAM sizing with downside exposure analysis.

Equity ResearchModelingPitch

Website

This Website

Built from scratch with vanilla HTML, CSS, and JavaScript. Features a real-time Bloomberg-style market ticker powered by a Cloudflare Worker proxy to Yahoo Finance.

HTML/CSS/JSCanvas APICloudflare