Position:
Wealth Management Analyst at Evermay Wealth Management, LLC, Wealth Management Intern at Evermay Wealth Management, LLC
Location:
Washington D.C. Metro Area
Work:
Evermay Wealth Management, LLC
- Washington D.C. Metro Area since Mar 2013
Wealth Management Analyst
Evermay Wealth Management, LLC
- Washington D.C. Metro Area since Sep 2012
Wealth Management Intern
Corporate Executive Board
- Washington D.C. Metro Area Jul 2012 - Sep 2012
Temporary Assistant
American University
- Washington D.C. Metro Area Aug 2011 - Aug 2012
Co-President | Operational Strategic Director International Business Club
Kogod School of Business
- Washington D.C. Metro Area Feb 2011 - May 2012
Peer Mentor
Kogod School of Business
- Washington D.C. Metro Area Feb 2011 - May 2012
Kogod Envoy
Phu Gia Securities Corporation
- Vietnam May 2011 - Aug 2011
Equity Research Analyst
VietAbroader Conference
- Washington D.C. Metro Area Feb 2011 - Aug 2011
Fundraising Manager
Young & Rubicam
- Vietnam May 2010 - Aug 2010
Account Executive Intern
Northern Virginia Community College
- Annandale, Virginia Aug 2009 - May 2010
Teacher Assistant
NOVA - Vietnamese Student Association
- Annandale, Virginia May 2009 - May 2010
President
Participant, VCCS Student Leadership
- Charleston, West Virginia Area Oct 2009 - Oct 2009
Participant
Education:
EdX University 2013
American University - Kogod School of Business 2010 - 2012
Bachelor of Science, Finance
Northern Virginia Community College 2008 - 2010
A.S, Business Administration
Skills:
Bloomberg Terminal, Thomson One Banker, ThomsonOne, Financial Analysis, Financial Modeling, Corporate Finance, Wealth Management, Visio, Project Management, Strategic Planning, Operational Planning, Microsoft Excel, Requirements Analysis, Fundraising, Business Strategy, Business Analysis, Microsoft Office, iRise, Public Speaking, Team Leadership, Teamwork, Leadership, @Risk, Equity Valuation, Financial Statement Analysis, Financial Markets, Management Consulting, Consulting, Competitive Analysis, Advertising, Non-profits, Taleo, Morningstar, Microsoft CRM, Nonprofits, Investments, Economics
Honor & Awards:
• Scholarship Winner, Kovler Family’s Scholarship for Outstanding Finance Junior, 2011
• Dean's List, 2008 - 2012
• Graduated with High Honors
• Nominated for Members of National Society of Collegiate Scholars, 2010
• Nominated for Who’s Who Among The Student by Faculty Advisor, 2010
• Nominated for Distinguished Members of Phi Theta Kappa by Vice President at Northern Virginia Community College Chapter, 2010
Languages:
Vietnamese
Chinese
English
Awards:
Kovler Family Scholarship
Established in 1993 by the Blum-Kovler Foundation, the Kovler Family Scholarship is awarded to upper-division finance students who excel in their studies and who demonstrate financial need. Students must have at least a 3.3 GPA in their business courses to be eligible.
Who’s Who Among Students in American Junior Colleges
Each academic year, the faculty selects students for inclusion in the nationally-recognized program, Who’s Who Among Students in American Junior Colleges. These students are selected because of their outstanding performance in academics, extracurricular activities, or community service.
Distinguished Chapter Members
Phi Theta Kappa - Alpha Beta Rho
The Distinguished Members are selected based on a student's embodiment of the Hallmarks of the Society through Honors in Action and other chapter activities.
Membership in recognition of commitment to the ideals of Scholarship, Leadership & Services
The National Society of Collegiate Scholars
Dean's List
American University
SEO-VIETNAM class of 2012
Sponsors for Educational Opportunity-Vietnam (SEO-Vietnam)
SEO-VIETNAM class of 2012 (25 out of 500 applicants)