Nguyên Trương

Head of Digital Client Department at Viet Dragon Securities
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Contact Information
us****@****om
(386) 825-5501
Location
Ho Chi Minh City, Vietnam, VN

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Dương Anh

I'm delighted to write a recommendation for Mr. Truong Dac Nguyen, Head of Digital Client Department at Viet Dragon Securities. Mr. Nguyen is an exceptional leader who has significantly contributed to various critical systems within the company. As the Head of Digital Client Department, Mr. Nguyen has demonstrated excellent leadership skills, attentively listening to and understanding the needs of both employees and clients. He has effectively guided the team towards achieving personal and company-wide goals. With extensive experience and deep expertise, Mr. Nguyen has played a crucial role in developing and implementing important systems at Viet Dragon Securities. He stays up-to-date with the latest technologies and proactively applies them to enhance the company's competitiveness and operational efficiency. Furthermore, Mr. Nguyen excels in building strong working relationships with partners and clients. He prioritizes customer satisfaction and consistently strives to meet their needs. His professionalism, dedication, and enjoyment of his work have earned the trust of clients and partners alike. In conclusion, I highly recommend Mr. Truong Dac Nguyen as a remarkable and respectable leader. He fosters an enabling environment for the growth and success of his team. I am confident that Mr. Nguyen will continue to make significant contributions to the company's development and achieve great success in the future. It has been a pleasure working alongside Mr. Nguyen, and I wholeheartedly recommend him for any future endeavors.

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Experience

    • Vietnam
    • Financial Services
    • 100 - 200 Employee
    • Head of Digital Client Department
      • Sep 2021 - Present

      - Responsibilities: Establishing and building the digital client department, focusing on efficient customer management and engagement.- Job tasks: Creating a streamlined system for functions such as investment advisory, customer care, customer data analysis, sales promotion, and marketing. Digitizing operations and leveraging technology to effectively serve a large customer base.- Key relevant skills: Building CRM system, analyzing financial customer data for sales development strategies, designing advisory products, designing customer integration processes, modern customer care. Additionally, human management and project management skills.- Learnings: Developing team management skills, applying data analysis and AI in business for improved decision-making and customer satisfaction.- Achievements: Successfully built and managed Digital client departments with over 10 personnel, overseeing 4,000+ customers and over 400 billion VND in assets. Significant contributions to company projects such as EduDragon education system, livestreaming system, and CRM system. Show less

    • Financial Analyst
      • Sep 2019 - Aug 2021

      - Responsibilities: Performing analysis reports and providing effective investment recommendations.- Job tasks: Stock analysis, investment opportunities recommendations, market updates on companies.- Key relevant skills: Stock analysis, industry analysis, investment evaluation.- Learnings: Developing analysis skills and refining investment methods.- Achievements: Average of 20 analysis reports annually, generated high profits with reports on DGC, VCS, LIX, HAH, BWE. Recognized as an Outstanding Performer in 2020, 2021 Show less

    • Founder
      • Aug 2021 - Present

      - Responsibilities: Managing assets and building profitable investment portfolios for clients. - Job tasks: Stock analysis, selecting investment opportunities, portfolio management. - Key relevant skills: Stock-based investment, competitive advantage, keen opportunity selection. - Learnings: Enhancing practical profitable investment skills. - Achievements: Managed $1 million in assets, outperforming the market by 20%. - Responsibilities: Managing assets and building profitable investment portfolios for clients. - Job tasks: Stock analysis, selecting investment opportunities, portfolio management. - Key relevant skills: Stock-based investment, competitive advantage, keen opportunity selection. - Learnings: Enhancing practical profitable investment skills. - Achievements: Managed $1 million in assets, outperforming the market by 20%.

    • Vietnam
    • Financial Services
    • 1 - 100 Employee
    • Partner
      • Apr 2022 - Present

    • Head of Business Department
      • Sep 2021 - Apr 2022

      - Responsibilities: Building and developing the business department, acquiring new users for a fintech company providing top-tier financial data to investors.- Job tasks: Creating and managing sales campaigns, implementing marketing programs to introduce the company's financial data products to customers.- Key relevant skills: Sales organization, marketing planning, strategic customer development for fintech startups focused on financial data.- Learnings: Business unit management skills, employee workflow organization, establishing company culture, strategic advertising planning, customer development. Show less

    • Content Creator
      • Apr 2021 - Present

      - Creative content: Engaging lessons on investment, finance, and stock analysis for discovering opportunities. - Responsibilities: Ideation, video recording, live streaming, and video editing. - Key relevant skills: Brand building, Multi-channel content creation. - Learnings: Developed skills in social media channel growth, content creation, understanding audience preferences, and investor insights. - Achievements: YouTube channel with over 3000 followers, TikTok channel with over 10,000 followers. Show less

    • Vietnam
    • Financial Services
    • 1 - 100 Employee
    • Financial Analyst
      • Jul 2017 - Sep 2019

    • Vietnam
    • Investment Management
    • 1 - 100 Employee
    • Stock Broker
      • Jan 2016 - Sep 2019

      - Responsibilities: Expertly advise investors based on comprehensive business analysis and select lucrative investment opportunities. - Duties: Identify investment prospects, provide investment advice, cultivate client relationships, and drive high sales performance. - Key relevant skills: Proficient in sales organization and management. - Learnings: Mastered client development, optimized client development workflows, refined presentation and training skills, particularly in organizing client development systems. - Achievements: Managed a portfolio of over 100 clients with a total asset value of 40 billion VND. Served as a speaker at investment events, taught financial analysis skills, and built a personal brand as a knowledgeable and dedicated young broker. Show less

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