Experience

Optimir Consulting

• Business Consulting and Services
• 1 - 100 Employee

• Vice President of Development

  • Jan 2023 - Present

  Develop and implement strategies to increase membership and engagement within the consulting club. Build and maintain relationships with industry professionals and companies to secure speaking engagements, networking opportunities, and potential job opportunities for club members. Coordinate and manage events and workshops to provide skill development and professional development opportunities for club members. Collaborate with other club executives to create and execute projects and… Show more Develop and implement strategies to increase membership and engagement within the consulting club. Build and maintain relationships with industry professionals and companies to secure speaking engagements, networking opportunities, and potential job opportunities for club members. Coordinate and manage events and workshops to provide skill development and professional development opportunities for club members. Collaborate with other club executives to create and execute projects and initiatives that align with the club's mission and goals. Represent the consulting club in meetings and events with other clubs and organizations at the college or university level.

• Project Manager

  • Feb 2022 - Jan 2023

  • Efficiently work with team to create customized social media (Instagram, Facebook, TikTok, LinkedIn) strategies to help SuitUp (non-profit educ organization) improve their online presence and content creation strategy • Perform data-driven analysis using Google Sheets and Excel for market research & strategy planning • Source relevant, long-term relationship non-profit and startup clients for valuable customized consultation • Leading a team of 5 as a Project Manager, successfully… Show more • Efficiently work with team to create customized social media (Instagram, Facebook, TikTok, LinkedIn) strategies to help SuitUp (non-profit educ organization) improve their online presence and content creation strategy • Perform data-driven analysis using Google Sheets and Excel for market research & strategy planning • Source relevant, long-term relationship non-profit and startup clients for valuable customized consultation • Leading a team of 5 as a Project Manager, successfully consulting a startup client’s project (Market Research for scaling commercialization purpose)



HC United

• Los Angeles, California, United States

• Investment Intern

  • Jan 2023 - Present

  • Analyzed markets of 4 states & crafted financial models to assess investment viability, identifying $20M of potential alternative asset (real estate) investment • Researched firm’s portfolio asset allocation and correlation to risk to achieve optimal balance of investment return– leading to a 5% rise in assets value • Analyzed energy sector's fundamental & ETF investments based on macroeconomic, geopolitical and social data points to identify long market opportunities, resulting in a 4%… Show more • Analyzed markets of 4 states & crafted financial models to assess investment viability, identifying $20M of potential alternative asset (real estate) investment • Researched firm’s portfolio asset allocation and correlation to risk to achieve optimal balance of investment return– leading to a 5% rise in assets value • Analyzed energy sector's fundamental & ETF investments based on macroeconomic, geopolitical and social data points to identify long market opportunities, resulting in a 4% increase in annual returns. Show less • Analyzed markets of 4 states & crafted financial models to assess investment viability, identifying $20M of potential alternative asset (real estate) investment • Researched firm’s portfolio asset allocation and correlation to risk to achieve optimal balance of investment return– leading to a 5% rise in assets value • Analyzed energy sector's fundamental & ETF investments based on macroeconomic, geopolitical and social data points to identify long market opportunities, resulting in a 4%… Show more • Analyzed markets of 4 states & crafted financial models to assess investment viability, identifying $20M of potential alternative asset (real estate) investment • Researched firm’s portfolio asset allocation and correlation to risk to achieve optimal balance of investment return– leading to a 5% rise in assets value • Analyzed energy sector's fundamental & ETF investments based on macroeconomic, geopolitical and social data points to identify long market opportunities, resulting in a 4% increase in annual returns. Show less



Nine Oaks Partners LLC

• Financial Services

• Part-Time Private Equity Analyst

  • Oct 2022 - Present

  • Conduct financial analysis on health of small-mid market sized companies • Utilizing different methodologies to carry out search fund strategies to identify interested companies • Assist the main stakeholders to carry out the operations of search fund strategies such as acquisition deals and operation analysis • Conduct financial analysis on health of small-mid market sized companies • Utilizing different methodologies to carry out search fund strategies to identify interested companies • Assist the main stakeholders to carry out the operations of search fund strategies such as acquisition deals and operation analysis



Focus Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• M&A Analyst/Relationship Management Intern

  • Jun 2023 - Aug 2023

  • Created a tool using python that fast-tracked deal sourcing – 2000+ high quality leads of IBD Advisor teams, increasing efficiency by 50% • Assisted in 100+ prospect financial data valuation analysis to evaluate acquisition & partner firm merger suitability • Supported partner/prospect relationship management through participation in 20+ prospect meetings and addressing West Coast team partner firm inquiries • Capstone Project: Conducted PE market research project by analyzing 100+… Show more • Created a tool using python that fast-tracked deal sourcing – 2000+ high quality leads of IBD Advisor teams, increasing efficiency by 50% • Assisted in 100+ prospect financial data valuation analysis to evaluate acquisition & partner firm merger suitability • Supported partner/prospect relationship management through participation in 20+ prospect meetings and addressing West Coast team partner firm inquiries • Capstone Project: Conducted PE market research project by analyzing 100+ financial documents of past serial strategic acquirors and capital backers. Evaluated deal size, equity-cash mix, and valuation multiples, ROIs to assess the impact of private equity presence within the RIA landscape Show less • Created a tool using python that fast-tracked deal sourcing – 2000+ high quality leads of IBD Advisor teams, increasing efficiency by 50% • Assisted in 100+ prospect financial data valuation analysis to evaluate acquisition & partner firm merger suitability • Supported partner/prospect relationship management through participation in 20+ prospect meetings and addressing West Coast team partner firm inquiries • Capstone Project: Conducted PE market research project by analyzing 100+… Show more • Created a tool using python that fast-tracked deal sourcing – 2000+ high quality leads of IBD Advisor teams, increasing efficiency by 50% • Assisted in 100+ prospect financial data valuation analysis to evaluate acquisition & partner firm merger suitability • Supported partner/prospect relationship management through participation in 20+ prospect meetings and addressing West Coast team partner firm inquiries • Capstone Project: Conducted PE market research project by analyzing 100+ financial documents of past serial strategic acquirors and capital backers. Evaluated deal size, equity-cash mix, and valuation multiples, ROIs to assess the impact of private equity presence within the RIA landscape Show less



Freelance

• Tutor

  • Oct 2021 - Jan 2023

  • Successfully tutored and improved the scores of students who took Statistics (Stat 20), Economics (Econ 100B, Econ 140, Econ 101A) • Successfully tutored and improved the scores of students who took Statistics (Stat 20), Economics (Econ 100B, Econ 140, Econ 101A)



Proacure

• United States
• Operations Consulting
• 1 - 100 Employee

• Market Research Intern

  • Jun 2022 - Aug 2022

  • Conducted market research on sectors, investigating their relative financial health, and assessing suitability for company’s fintech services • Researched and composed qualitative-centric and quantitative-centric articles on Procurement and Sourcing topics for prospective clients • Design, lead and strategize a sales funnel to better optimize in scouting, communicating, onboarding, and signing clients • Conducted market research on sectors, investigating their relative financial health, and assessing suitability for company’s fintech services • Researched and composed qualitative-centric and quantitative-centric articles on Procurement and Sourcing topics for prospective clients • Design, lead and strategize a sales funnel to better optimize in scouting, communicating, onboarding, and signing clients



Tran-Nguyen Private Crossover Fund

• Ho Chi Minh City, Vietnam

• Capital Market Analyst Intern

  • Aug 2021 - Aug 2022

  • Incorporated fundamental analysis of American companies on NYSE, NASDAQ to grow fund by ~30% YOY • Researched Macro-events, particularly COVID-19 & supply shortage, on industries and earnings impact on Vietnamese companies on HCM Exchange • Worked with team to execute and monitor long strategies on long-term hold positions of ‘blue-chip’ stocks • Model Financial Cash Flow models under different impact rates of COVID-19 of public securities to strategize for equity-pricing valuation… Show more • Incorporated fundamental analysis of American companies on NYSE, NASDAQ to grow fund by ~30% YOY • Researched Macro-events, particularly COVID-19 & supply shortage, on industries and earnings impact on Vietnamese companies on HCM Exchange • Worked with team to execute and monitor long strategies on long-term hold positions of ‘blue-chip’ stocks • Model Financial Cash Flow models under different impact rates of COVID-19 of public securities to strategize for equity-pricing valuation purposes Show less • Incorporated fundamental analysis of American companies on NYSE, NASDAQ to grow fund by ~30% YOY • Researched Macro-events, particularly COVID-19 & supply shortage, on industries and earnings impact on Vietnamese companies on HCM Exchange • Worked with team to execute and monitor long strategies on long-term hold positions of ‘blue-chip’ stocks • Model Financial Cash Flow models under different impact rates of COVID-19 of public securities to strategize for equity-pricing valuation… Show more • Incorporated fundamental analysis of American companies on NYSE, NASDAQ to grow fund by ~30% YOY • Researched Macro-events, particularly COVID-19 & supply shortage, on industries and earnings impact on Vietnamese companies on HCM Exchange • Worked with team to execute and monitor long strategies on long-term hold positions of ‘blue-chip’ stocks • Model Financial Cash Flow models under different impact rates of COVID-19 of public securities to strategize for equity-pricing valuation purposes Show less



FENTRAL

• California, United States

• Founder, Web Developer, Operations Manager

  • May 2021 - Aug 2022

  • Assistant in managing day-to-day tasks such as updating database, scraping the needed files, emailing the appropriate clients • Responsible for developing an efficient and easy-to-follow workflow that helps other members be maximally productive • Communicate clearly with the team on what jobs needs to prioritized in completion • Assistant in managing day-to-day tasks such as updating database, scraping the needed files, emailing the appropriate clients • Responsible for developing an efficient and easy-to-follow workflow that helps other members be maximally productive • Communicate clearly with the team on what jobs needs to prioritized in completion



Tikycorp

• Intern Market Researcher, Translator, Assistant in Operations

  • Sep 2020 - Nov 2021

  • Perform market research in Southern China, Texas, California - researching the different demands, cultures, and competitors - for potential expansion • Translate between English, Chinese, and Vietnamese for inquiries, negotiations, and contracts • Create, market, design official company website and social media channels (Facebook, Instagram) using HTML, CSS, JAVASCRIPT

• Assistant in Customer Service, Assistant in Sales

  • Jun 2020 - Aug 2020

  • Save time and money by turning long and multiple interactions with clients into short, single, and informative interaction • Establish positive and friendly interactions with potential clients – such as supermarkets or restaurants – through the creation of brochures and socials • Connect and negotiate contract with a COVID vaccine freezer/refrigerator supplier in Shenzhen



Project Artem

• California, United States

• Founder, CEO, COO, Advisor

  • Jan 2019 - Jan 2021

  • Establish, strategize, and set up the chain of operation system for designing and producing apparels using Printful • Managed a 7-person team, improve and optimize workflow efficiency by 30% (based on net profit) • Successfully establish connections and contact with several low-income schools/communities (Egypt, Sierra Leone) • Lead a $2000 net profit project collaboration between El Bethel Academy (Based in Sierra Leone) and Develop Africa (non-profit) • Design and build fully… Show more • Establish, strategize, and set up the chain of operation system for designing and producing apparels using Printful • Managed a 7-person team, improve and optimize workflow efficiency by 30% (based on net profit) • Successfully establish connections and contact with several low-income schools/communities (Egypt, Sierra Leone) • Lead a $2000 net profit project collaboration between El Bethel Academy (Based in Sierra Leone) and Develop Africa (non-profit) • Design and build fully functional professional desktop/mobile website using WordPress and Shopify Show less • Establish, strategize, and set up the chain of operation system for designing and producing apparels using Printful • Managed a 7-person team, improve and optimize workflow efficiency by 30% (based on net profit) • Successfully establish connections and contact with several low-income schools/communities (Egypt, Sierra Leone) • Lead a $2000 net profit project collaboration between El Bethel Academy (Based in Sierra Leone) and Develop Africa (non-profit) • Design and build fully… Show more • Establish, strategize, and set up the chain of operation system for designing and producing apparels using Printful • Managed a 7-person team, improve and optimize workflow efficiency by 30% (based on net profit) • Successfully establish connections and contact with several low-income schools/communities (Egypt, Sierra Leone) • Lead a $2000 net profit project collaboration between El Bethel Academy (Based in Sierra Leone) and Develop Africa (non-profit) • Design and build fully functional professional desktop/mobile website using WordPress and Shopify Show less