About
Professional Summary
I have previously been working primarily within the financial services industry in Canada. I recently moved from Canada to Ho Chi Minh city to be closer to family. I enjoyed his role as a Financial Advisor, and I used my skills as an advisor to create happiness for my clients. Also, I'm a strong proponent of spreading financial literacy. My past work experience has proven that I excel in relationship management, financial analysis, and strong sales skills. I'm always up for new challenges and seek opportunities to learn more professionally and personally. I believe that I would succeed in Colliers exciting and motivated environment.
Accomplishments
I worked with prospective clients in need of investment guidance and then recommended investment solutions appropriate for each client.
I consistently meeting and exceeding professional sales target. My approach helps me build relationships based on trust and paves a path for me to offer his clients honest financial advice. I wrote financial plans for 1000+ clients with over $50M under management.
As an Investment Representative at Solium Financial, I analyzed and executed over $5 million in daily equity trade volume for institutional clients. Also, I managed the automatic securities disposition plan (the ASDP) for insiders of some the largest companies listed on the Canadian TSX stocks exchange.
Memberships & Involvements
I graduated from Mount Royal University in Canada with a Bachelor Degree in Business Administration. Also, I was licensed and registered with IIROC as a registered representative in Canada.