Dat Le
Associate Consultant at Syntrinsic Investment Counsel- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Denver, US
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
Series 65
FINRA
Experience
-
-
Associate Consultant
-
Jan 2021 - Present
-
-
-
KeyBank
-
United States
-
Banking
-
700 & Above Employee
-
Mortgage Loan Closer
-
Jun 2020 - Jan 2021
-
-
-
Muhlenberg College
-
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.
-
-
-
Colorado Technology Association
-
United States
-
IT Services and IT Consulting
-
1 - 100 Employee
-
Operations Intern
-
May 2019 - Aug 2019
-
-
-
The Challenge Foundation
-
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
Community
You need to have a working account to view this content.
Click here to join now