Dat Le

Associate Consultant at Syntrinsic Investment Counsel
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, US

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Credentials

  • Series 65
    FINRA

Experience

    • Associate Consultant
      • Jan 2021 - Present
    • United States
    • Banking
    • 700 & Above Employee
    • Mortgage Loan Closer
      • Jun 2020 - Jan 2021
    • Higher Education
    • 700 & Above Employee
    • Finance Intern (Financial Aid Office)
      • Sep 2018 - Jun 2020

      Analyze and update financial aid data such as total grants, loans, and other forms of aid that were given to students. Also organized the data for the Director of Financial Aid.

    • Resident Advisor
      • Aug 2017 - Jun 2020

    • Student Worker (Financial Aid Office)
      • Sep 2016 - Jun 2020

      Managed data of current and incoming students (input data, made/directed phone calls, and updated student information).

    • Manager
      • Sep 2012 - Jun 2020

      Managed staff of up to 7 people at a time and is also responsible for bookkeeping. Managed staff of up to 7 people at a time and is also responsible for bookkeeping.

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Operations Intern
      • May 2019 - Aug 2019
    • Non-profit Organizations
    • 1 - 100 Employee
    • Co Teacher
      • May 2017 - Aug 2018

      Co-taught in the math classroom for incoming 6-9th graders. Co-taught in the math classroom for incoming 6-9th graders.

Education

  • Muhlenberg College
    Business & Finance Double Major, Concentration in Organization & Management
    2016 - 2020

Community

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