Triet Nguyen
Member at John Molson Investment Society (JMIS)- Claim this Profile
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English Native or bilingual proficiency
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French Professional working proficiency
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Vietnamese Limited working proficiency
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Spanish Limited working proficiency
Topline Score
Bio
Jean-Michel Charette, M. Sc. , CFA, CIPM, CAIA
I worked with Triet and he was a solid addition to our team. He is an efficient worker and he is quick to understand different concepts. Also, his Excel skills were out of this world. We learned a lot of new formulas and tools because of him.
Jean-Michel Charette, M. Sc. , CFA, CIPM, CAIA
I worked with Triet and he was a solid addition to our team. He is an efficient worker and he is quick to understand different concepts. Also, his Excel skills were out of this world. We learned a lot of new formulas and tools because of him.
Jean-Michel Charette, M. Sc. , CFA, CIPM, CAIA
I worked with Triet and he was a solid addition to our team. He is an efficient worker and he is quick to understand different concepts. Also, his Excel skills were out of this world. We learned a lot of new formulas and tools because of him.
Jean-Michel Charette, M. Sc. , CFA, CIPM, CAIA
I worked with Triet and he was a solid addition to our team. He is an efficient worker and he is quick to understand different concepts. Also, his Excel skills were out of this world. We learned a lot of new formulas and tools because of him.
Credentials
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DCF Modeling
Wall Street PrepJul, 2022- Nov, 2024 -
Bloomberg Market Concepts Certification
Bloomberg LPMay, 2022- Nov, 2024 -
Excel Essential Training (Office 365/Microsoft 365)
LinkedInJun, 2021- Nov, 2024 -
Financial Statement Modeling
Wall Street PrepMay, 2021- Nov, 2024
Experience
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John Molson Investment Society (JMIS)
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Financial Services
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1 - 100 Employee
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Member
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Sep 2020 - Present
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Blue Bridge Wealth Management Inc & Family Office Services
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Canada
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Financial Services
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1 - 100 Employee
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Investment Intern
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Jan 2023 - Apr 2023
Blue Bridge is a wealth management and family office that provides portfolio management services with a focus on alternative investments Blue Bridge is a wealth management and family office that provides portfolio management services with a focus on alternative investments
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Valsoft Corporation
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Canada
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Software Development
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100 - 200 Employee
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M&A Intern
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May 2022 - Sep 2022
Valsoft specializes in building and acquiring vertical market software companies that provide mission critical solutions in their respective industry or niche • Examined Financial Models and Due Diligence work for various companies (DCF model, CIM, pricing, customer, churn) • Analyzed industry trends (growth rates, # of players, emerging technology) • Searched through 4000+ company websites on various databases (linkedin, appollo, crunchbase, etc.) • Identified 125+ potential acquisition targets that fit our specific investment criteria Show less
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BOMBARDIER
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Canada
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Aviation and Aerospace Component Manufacturing
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700 & Above Employee
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Financial Analyst Intern
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Sep 2021 - Jan 2022
• Produced various Financial Reports (Headcount, Overhead, Maintenance Program profitability) • Analyzed actual vs budget expenses variances of the Customer Experience Business Aircraft Group • Supported and participated in preparing warranty Access Database • Produced various Financial Reports (Headcount, Overhead, Maintenance Program profitability) • Analyzed actual vs budget expenses variances of the Customer Experience Business Aircraft Group • Supported and participated in preparing warranty Access Database
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E-commerce Business Owner
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Jun 2020 - May 2021
• Built and managed 2 e-commerce stores from the ground up • Designed and conceptualized a powerful lead generating website • Managed SEO, SEM, and other back-end processes to increase website traffic and loading speed • Collected and interpreted data from advertising activities (Facebook Ads, Facebook Pixel) • Negotiated with foreign manufacturers over costs of goods, branding, and shipping options • Built and managed 2 e-commerce stores from the ground up • Designed and conceptualized a powerful lead generating website • Managed SEO, SEM, and other back-end processes to increase website traffic and loading speed • Collected and interpreted data from advertising activities (Facebook Ads, Facebook Pixel) • Negotiated with foreign manufacturers over costs of goods, branding, and shipping options
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Education
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2020 - 2023
Concordia University
Bachelor of Commerce - BCom, Finance - COOP, Financial Reporting Minor -
2018 - 2020
CEGEP - John Abbott College
DEC, Commerce -
2013 - 2018
Collège Sainte-Anne
Community
