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Mary T.

Senior Director, Portfolio Analytics at Mission Driven Finance
Intro Book
Seasoned finance professional with portfolio analytics expertise.
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Location
Portland, Oregon, United States, US
Languages
  • English -
  • Vietnamese -
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Bio

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Mary T. is a seasoned finance professional with experience in portfolio analytics, data strategy, and operations. She holds a degree from the University of California, Berkeley, and has certifications from FINRA and Udemy.

Credentials

  • The Complete SQL Bootcamp 2020: Go from Zero to Hero
    Udemy
    Aug, 2020
    - Apr, 2026
  • US Financial Industry Regulatory Authority (FINRA) Series 7 and 63
    FINRA

Experience

  • Mission Driven Finance
    • San Diego, California, United States
    • Senior Director, Portfolio Analytics
      • Apr 2023 - Present
      • San Diego, California, United States

  • ALCAR, Inc
    • Hawthorne, California, United States
    • Business Consultant
      • 2021 - 2022
      • Hawthorne, California, United States

  • Cuantafy
    • Rancho Santa Margarita, California, United States
    • Vice President, Data Strategy & Operations
      • 2020 - 2022
      • Rancho Santa Margarita, California, United States

  • VinaCapital
    • Vietnam
    • Investment Management
    • 300 - 400 Employee
    • Deputy Managing Director, Head of Product Development
      • 2017 - 2018

    • Deputy Managing Director, Private Equity Investments
      • 2016 - 2017

    • Director, Strategy & Operations
      • 2014 - 2016

  • Vietnam Investments Group
    • Ho Chi Minh City, Vietnam
    • Private Equity Investment Officer
      • 2013 - 2014
      • Ho Chi Minh City, Vietnam

  • NextGen Leaders (an Education Start-up)
    • Ho Chi Minh City, Vietnam
    • Co-Founder & Managing Director
      • 2011 - 2013
      • Ho Chi Minh City, Vietnam

  • Seaboard International Inc (a Former Portfolio Company of Industrial Growth Partners)
    • Houston, Texas and Shanghai, China
    • Operations Executive
      • 2009 - 2010
      • Houston, Texas and Shanghai, China

  • Industrial Growth Partners
    • San Francisco, California
    • Private Equity Investment Associate
      • 2007 - 2009
      • San Francisco, California

  • Jefferies & Company, Inc
    • San Francisco, California
    • Investment Banking Analyst & Senior Analyst
      • 2004 - 2007
      • San Francisco, California

Education

  • 2000 - 2004
    University of California, Berkeley
    Bachelors of Arts
  • 2000 - 2004
    University of California, Berkeley, Walter A. Haas School of Business
    Bachelors of Science

Suggested Services

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Industry Focus. “Financial Services.”

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