Ha Duy Nguyen
Ho Chi Minh city
Summary
Dynamic professional with a proven track record at Goldman Sachs, excelling in financial planning and client relationship management. Expert in asset allocation and data analysis, I successfully supported over 100 clients monthly, enhancing their investment strategies. A strong leader, I drive team performance and optimize processes for maximum efficiency.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Business Analyst
Tai Ha DNTN
Thu Duc
06.2025 - Current
- Oversee the planning and execution of transportation, warehousing, inventory management, and distribution to ensure timely and cost-effective deliveries.
- Develop and implement business strategies, policies, and procedures to ensure efficient operations.
- Lead and manage a team of 40 workers responsible for sanitizing and packing processes prior to shipment.
- Supervise the product quality assurance process to ensure that all final products-approximately 10,000 kilograms daily-meet established food safety and quality standards.
Ayco Wealth Management Analyst
Goldman Sachs
Dallas
01.2024 - 05.2025
- Develop comprehensive and personalized financial planning to address clients' planning strategies for more than 100 clients every month.
- Create asset allocation proposals for clients to conform with their risk tolerance level and investment objectives.
- Consult clients on various financial topics including retirement planning, estate planning, taxes, risk management.
- Support more than 100 conversion transactions of new clients to the firm's services, which help increase the total Asset under Management of the firm.
Ayco Wealth Management Summer Analyst
Goldman Sachs
Dallas
06.2023 - 08.2023
- Project: Referral Rate and How to increase it
- Impact: Support the decision-making process which helps the firm to develop the optimal limit that increases client conversion rate.
- Identity potential client opportunities for Private Wealth Management that helps more than 200 clients match to more appropriate products and services.
Investor Service Analyst
TD Ameritrade
Southlake
01.2022 - 01.2023
- Assist 40 clients every day in resolving concerns and inquiries about clients' accounts and solidify the relationships among clients and the company by prioritizing their interests.
- Prepare and deliver educational materials to clients and other employees, which assists them to take informed actions regarding their financial well-being.
Store Manager
Beard Papa's
Grand Prairie
10.2020 - 05.2022
- Manage a team of 12 employees to produce and deliver products to more than 300 customers every day.
- Supervise inventory planning process and store management process to assure all procedures are executed properly and efficiently.
Education
Bachelor of Arts - Finance
The University of Texas At Arlington
Texas12.2023
Bachelor of Arts - Economics
University of Texas At Arlington
09-2023
Skills
Languages: Vietnamese (Native), English (Proficient)
Hard skills: Financial modeling, economic analysis, data visualization, business strategy
Business tools: Excel, PowerPoint, Tableau, R
Soft skills: Structured communication, problem-solving, leadership
Websites
Certification
- Securities Industry Essentials (SIE)
- Series 7 - General Securities Representative Exam
- Series 66 - Uniform Combined State Law Exam
Awards
- Dean's List for 8 Academic Semesters.
- University of Texas in Arlington Transfer Scholarship (Fully-covered for the last 6 semesters)
- Employee of the month Awards at TD Ameritrade (From June to November of 2022)
Activities
Ayco Multilanguage Club Irving, TX
Team Member
- Support other employees to improve their ability to deliver educational information in the English language.
- Conduct discussion-oriented events to give participants the opportunities to share their ideas and perspectives.
- Create activities to promote inclusivity and cultural understanding amongst employees in the firm.
Vietnamese Martyrs Catholic church Arlington, TX
Vietnamese Language Teach Assistant
- Teach and educate children of age 8 to 12 Vietnamese language and culture.
- Create events and activities to help embrace the love for Vietnam's culture of children born and raised in America.
- Follow procedures to provide a safe environment that supports learning opportunities.
Timeline
Business Analyst
Tai Ha DNTN
06.2025 - Current
Ayco Wealth Management Analyst
Goldman Sachs
01.2024 - 05.2025
Ayco Wealth Management Summer Analyst
Goldman Sachs
06.2023 - 08.2023
Investor Service Analyst
TD Ameritrade
01.2022 - 01.2023
Store Manager
Beard Papa's
10.2020 - 05.2022
Bachelor of Arts - Finance
The University of Texas At Arlington
Bachelor of Arts - Economics
University of Texas At Arlington
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