Thy Nguyen
Garden Grove
Summary
Recent BSBA graduate in Finance and Economics with 3 years of demonstrated success in sales and customer service, actively pursuing an Accounting/Finance Executive Assistant position. Driven by a strong commitment to mastering QuickBooks through formal training while maintaining a proactive, self-driven approach to skill development. Possessing an extremely passion for real estate seeking further opportunities to contribute expertise to wealth management or asset management. With a solid foundation in finance and economics, complemented by a proven track record in sales and marketing, I am a well-rounded candidate ready to deliver unwavering dedication, enthusiasm, and a strong work ethic to excel in this role.
Overview
6
6
years of professional experience
Work History
Financial Advisor Associate
Huntington Beach Financial Center
08.2023 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Tutors in Finance, Accounting, Economics, HTM
Hawaii Pacific University
09.2021 - 05.2023
- Taught over 50 students per semester, providing a broad scope of students with comprehensive learning experiences.
- Assist students in solving quantitative problems, working through real-world case studies, and applying theoretical knowledge to practical scenarios.
- Input financial statement data and produced reports using Microsoft Excel
Associate Director of Student Entrepreneur's Club
Hawaii Pacific University
08.2021 - 05.2023
- Collaborative with fellow leaders to shape club's trajectory, strategic planning efforts, aligning activities with the broader mission of empowering students to explore entrepreneurial ventures and fostering innovation.
- Played a key role in the financial stewardship of the club, managing budgets for events and initiatives while maximizing resources to achieve desired outcomes, thereby optimizing the club's efficiency and impact.
Team Leader
SafeLink - California Lifeline Program
09.2019 - 03.2020
- Efficiently managed the process of providing essential free phone services to eligible low-income individuals, ensuring seamless application processing and timely distribution of devices.
- Played a key role in advancing the social responsibility by actively aligning the organization's mission and community development.
- Successfully negotiated and secured agreements with supermarket proprietors to establish prime locations to promote the program.
- Led Team Expansion through Effective Recruitment: Spearheaded team expansion efforts by identifying and recruiting talented individuals aligned with the program's mission, strengthening operational capabilities.
Center Sales Representative
Southwest Sun Solar Company
05.2018 - 12.2018
- Coordinated between solar energy and home development department, worked with 9 different languages departments and managing 150-200 phone call per day to give client best solutions for cost savings in electricity consumption and construction projects.
- Developed strategies for marketing to new prospective clients, fund-raising, and promoting company; resulted in increased in sales and capital.
- Collaborate with design and engineering teams to create tailored solar system proposals that address clients' specific requirements, optimizing energy generation and efficiency.
- Develop financial models, including cost estimates, payback periods, and return on investment calculations, to assist clients in evaluating financial feasibility of solar installations.
- Responded to customer questions via telephone and written correspondence regarding solar benefits, provider contracts, eligibility, and claims.
- Foster long-term relationships with clients by providing ongoing support, maintenance advice, and assistance with any inquiries related to their solar systems.
Education
Bachelor of Science - Finance and Economics, Hospitality Management
Hawaii Pacific University
Honolulu, HISkills
- Ul>
- Excel, Power Point, Words, Financial modeling, Technical & Fundamental Analysis
- P>Strategic financial planning
- P>Multitasking Abilities
- P>Problem-Solving
- P>Sales expertise
- P>Customer Services
Accomplishments
- Intuit Bookkeeping Specialization Certification - Coursera
- Entrepreneurship Launching an innovative business by University of Maryland - Coursera
- Real Estate Analytics - LinkedIn Learning
- Foundation Of Treasury Management - LinkedIn Learning
- Certification appreciation Honor from U.S Army Volunteers
Timeline
Financial Advisor Associate
Huntington Beach Financial Center
08.2023 - Current
Tutors in Finance, Accounting, Economics, HTM
Hawaii Pacific University
09.2021 - 05.2023
Associate Director of Student Entrepreneur's Club
Hawaii Pacific University
08.2021 - 05.2023
Team Leader
SafeLink - California Lifeline Program
09.2019 - 03.2020
Center Sales Representative
Southwest Sun Solar Company
05.2018 - 12.2018
Bachelor of Science - Finance and Economics, Hospitality Management
Hawaii Pacific University
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