Nguyen Phuc Nguyen
Burnaby,BC
Overview
1
1
year of professional experience
Work History
Associate Financial Consultant
SFU Formula Racing Team
04.2025 - Current
- Conducted periodic reviews of client portfolios, adjusting strategies to stay aligned with changing market conditions and individual needs.
- Supported senior consultants in managing high-net-worth accounts, gaining valuable experience in handling complex financial situations.
- Maximized portfolio growth by implementing strategic asset allocation recommendations.
- Enhanced client satisfaction by providing personalized financial advice and solutions.
- Ensured compliance with regulatory guidelines by maintaining accurate documentation of all financial transactions and communications with clients.
Corporate Relations Coordinator
SFU Team Phantom
10.2024 - 04.2025
- Helped created compelling sponsorship proposals to secure financial support from major corporations for company initiatives.
- Participated in key sponsorship discussions.
- Organized successful fundraising events, contributing to company growth and increased stakeholder engagement.
- Assisted in the development of annual budgets for the Corporate Relations department, ensuring alignment with organizational goals.
- Participated in securing a $8000 investment.
- Developed stronger relationships with stakeholders through consistent communication and personalized outreach strategies.
- Collaborated with various departments to identify partnership opportunities and coordinate efforts to maximize results.
Education
BBA - Information Systems
Simon Fraser University
Vancouver, BC06-2027
Skills
- Office-suite
- Cash flow management
- Wealth management
- Customer service
- Problem-solving
- Time management
- Multitasking and organization
- Verbal and written communication
- Relationship building and management
- Client relations
Languages
English
Full Professional
Timeline
Associate Financial Consultant
SFU Formula Racing Team
04.2025 - Current
Corporate Relations Coordinator
SFU Team Phantom
10.2024 - 04.2025
BBA - Information Systems
Simon Fraser University
Similar Profiles
Matteo LagoudakisMatteo Lagoudakis
Vehicle Dynamics Engineer at Team Phantom Formula SAE (SFU)Vehicle Dynamics Engineer at Team Phantom Formula SAE (SFU)
Soham GokhaleSoham Gokhale
Trainee Engineer at Nanyang Technological University Formula Racing TeamTrainee Engineer at Nanyang Technological University Formula Racing Team
Jackson LarkinJackson Larkin
Chief Engineer at MSU FSAE Formula Racing TeamChief Engineer at MSU FSAE Formula Racing Team
Nargis VaysNargis Vays
Cardiac Sonography Student at Eagle Ridge HospitalCardiac Sonography Student at Eagle Ridge Hospital
Jung Hwa (Alice) ShinJung Hwa (Alice) Shin
Manager Data Services at Global RelayManager Data Services at Global Relay