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Financial Analyst, Financial Planner, Financial Valuation

Richardson, Texas, United States
May 13, 2019

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+1-469-***-****; Website: EDUCATION

The University of Texas at Dallas Aug 2018 - Present M.S., Business Analytics, minor in Finance Current GPA: 3.94/4.0 New Dean's Excellence Scholarship

CFA level 1 candidate December 2019

Winning team: Investment Banking Valuation Contest 2019. Gannett enterprise and equity valuation 2019, acquired by MediaNews Group April 2019


Technical skills: Excel Financial Modeling, Advanced SQL, NoSQL, Tableau, Bloomberg Terminal, Capital IQ BUSINESS EXPERIENCE

The University of Texas at Dallas, Finance Trading Lab & Finance Tutoring Lab Lab Assistant Jan 2019 - Present

Develop and enhance the trading skills of students in stocks, futures, options, currencies, and bonds.

Assist students, faculty, executives and our financial community to have an overall understanding of the growing flow of financial data and its impact on financial markets

Enable and assist lab users to participate in the development of new information technology applications in finance.

Tutor students in various subjects covered in the course “Financial Management and Business Finance” Chailease Holding Company Limited, Hanoi, Vietnam

Senior Officer Feb 2017 - Jul 2018

Executed financial leasing activities and generated more than 20 new customers per year; verified and disbursed $1.4- M, achieving 163% of target with no bad debt in 2017

Trained five new employees on company culture, lending process, and effective customer communication, resulting in excellent service for customers

Broke the promotion record from Junior to Senior Officer after 10 months of official work Vietnam International Commercial Joint Stock Bank (VIB), Le Thanh Tong Branch, Hanoi, Vietnam Relationship Manager Oct 2014- Feb 2017

Vietnam Prosperity Joint Stock Commercial Bank (VPBank), Quan Hoa Branch, Hanoi, Vietnam Personal Finance Consultant Jul 2013- Sep 2014

Consulted more than 20 customers per day on bank products to meet their financial goals; disbursed $1.2 M, issued over 200 debit & credit cards, and raised $1.5 M deposit, completing 126% of KPIs of VIB in 2015

Trained 6 new employees on customer-seeking methods, lending process; all of them became official staffs, thus significantly improving the quality of the customer-service system at VIB

Achieved certificate of merit for the best performance at the VIB (Le Thanh Tong branch) in 2015

Promoted to Relationship Manager after about 08 months of official work

The Most Excellent Young Consultant at the VPBank (Quan Hoa Branch) in 2013 ACADEMIC PROJECTS

1. Identify Apple’s Beta by two methods: Beta formula and Linear Regression model and testing Fall 2018 2. Project Financial Statement to forecast financial need and value of firms. Perform sensitivity analysis. Fall 2018 ADDITIONAL INFORMATION

Language: native proficiency in Vietnamese, intermediate proficiency in English Organization: Financial Leadership Association, Toastmaster UTD Club, Financial Trading Competition Eligibility: Eligible to work in the U.S. for internships and for full-time employment for up to 36 months without sponsorship.

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