Manager Sales

Trang Nguyen, MBA

CFA Level * Candidate at CFA Institute

*** ******* *** *** *** Francisco, CA 94111 415-***-**** *****.******.****@****.****.***

http://www.linkedin.com/in/trangnguyen2010

Financial Professional

CFA candidate with a track record of optimizing productivity, reducing costs, and increase profitability with Bank of New York Mellon, Merrill Lynch, and Visa. Proficient with Argus, Sharepoint, MS Word, Excel, Access, PowerPoint, and Outlook. Experienced in VBA, Crystal Ball, SAS, SPSS, Investier Sunguard. Oracle, Photoshop CS2, Macromedia Fireworks, Factset, Thompson Reuters, Compustat, Salesforce, Infinata, Bloomberg System,Visual Basic, and HTML.

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Experience

Visa, Inc. San Francisco Bay Area

Business Analyst 2012

• Worked directly with global head department and lead team members performing financial analytics and

financial modelling for senior executives, CFO, and external clients in marketing, sales, and IT.

• Responsible for performance analysis on Visa consolidated spend, dashboard metric, and productivity.

• Performed financial review (valuation & modelling) on major deals for executives. Developing a new

financial modeling and improved accuracy of our financial review process. Developing presentations for

summarizing opportunities for stakeholders and management.

Bank of New York Mellon Greater Philadelphia

Alternative Investment Services Accountant 2010-2011

• Responsible for three high profile hedge fund clients with master-feeder layout of NAV over $7billion.

• Produced year end profit and loss (P&L) reports and year end tax and audit files including:K-1’s, 1065’s,

1099’s, Cost Rolls, Cash Flows for auditors. Monitored Portfolio Price and monthly Cost Analysis.

The Entrust Group San Francisco Bay Area

Business Development/ Marketing (Contract) 2009- 2010

• Collaborated with marketing director in a variety of strategies and marketing campaigns including

defining target marketing segment, developing new website that drove 65% increase in visitor interest

for services as well as launching blogs and targeting Twitter and LinkedIn.

• Performed industry-wide analysis as well as quantitative and competitive analysis; generated sales leads

contacts; and assisted in implementing new business plan to grow commercial book of business including

the development of Entrust California B2B Program as well as Green IRA Investment Program.

California Public Utilities Commission San Francisco

Finance (Intern) 2009

• Liaised between the finance team and energy team to research on new hedging technique and made

presentations; analyzed the utilities PG &E, SD & E, and Sempra Energy’s GAAP financial statements,

conducted financial audits, and ensure integrity of financial records.

Merrill Lynch & Co. Inc, San Francisco

Investment Management (Intern) 2008

• Built prospective client database, as well as generated reports, marketing projects, and presentations.

• Performed due diligence for stocks and bonds, industry research, and investment opportunities utilizing

Merrill Lynch computer systems, Salesforce, Infinata, and Bloomberg; attended Bloomberg seminar

training.

• Performed company valuation including discounted cash flow analyses (WACC), comparable companies

analyses, and precedent transaction analyses. Analyzed option pricing and market transaction.

• Analyzed complex financial data, performed valuation and financial models using Excel,

access, VBA, and Bloomberg, and make investment recommendation regarding clients’ holdings.

MBA Investment Association San Diego

Student Fund Manager 2008-2010

• Analyzed and tracked financial data from Compustat and Datastream utilizing quantitative and qualitative

methods to optimize key factors determining portfolio return and develop a financial model for the fund.

Minh Quang Co., Ltd San Francisco

General Manager/ Buyer 2004-2008

• Sourced major deals for the company across Asia and USA. Developed and implemented different

strategies to identify emerging opportunities or retaining business relationship.

• Wrote and distributed bid requests for proposals; received and analyzed bids, quotes; negotiated price; and

awarded the contract. Analyzed marketing data and financial reports for various commercial product lines.

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Education

University of California, San Diego, Rady School of Management MBA, Entrepreneur, Finance and Marketing, 2008 - 2010

• Full Fellowship, 2008-2010. GMAT: 710 (95 percentile quant). Took CFA level II in June 2011.

• Asian Business Association: President. Net Impact- UCSD Chapter: CFO. Investment Club: Member.

• Took finance class with Harry Markowitz a recipient of the Nobel Memorial Prize.

• Teaching Assistant/ MBA core: Corporate Finance, Financial and Intermediate Accounting. Assisted two

professors one is a hedge fund consultant and one is partner at PwC in managing course load; taught and held review lectures for MBA students and Economics students.

• Nova Spectra, MBA Consultant: Led a group of MBA students. Analyzed existing business model and

global expansion opportunities for a new solar technology. Developed execution business plan, designed sales/marketing plan, financial projection, ROI models for market positioning, and pitched to VCs.

• Author of Rady Business Journal: Solar-Empowered Property Owners

San Francisco State University B.S. Financial Services and Corporate Finance, 2003 – 2006

• Departmental Honoree Award (Finance)/ (Ranked 1st in class- Finance Department)

• Honor List and Dean’s List, GPA: 3.92 (Major GPA: 3.96).

• Beta Gamma Sigma – the Honor Society for AACSB Accredited Business Program.

• Math Tutor/ Calculus. Teacher Assistant/ Managerial Economics.

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