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
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