Education
Master of Science in Financial and Enterprise Risk Management (MSFERM)
August 2025 – Present
- Cumulative GPA 4.0/4.0
- Relevant Coursework: Derivatives Pricing, Enterprise Risk Management, Econometric Analysis, Financial Time Series & Volatility Modeling (VaR, ES, GARCH, Monte Carlo, Scenario Stress Testing)
- Awarded Admission Scholarship (33% tuition)
- Awarded CFA Student Scholarship (1/3 student selected for the 2025–2026 AY)
- Awarded Kaplan 2026 Scholarship
- Awarded Spencer Success Stipend
- Student Leadership Challenge Certificates
- Activities:
The Risk Management Society (RIMS) member
Financial Management Club member
Real Estate Society member
Bachelor of Business Administration (BBA)
@University of Economics Ho Chi Minh City
August 2018 – Dec 2021
- Cumulative GPA: 3.5/4.0 (top 5% of major)
- Graduated with Distinction
- Awarded distinction scholarships (Spring 2019, Spring & Fall 2021) for outstanding performance in academic and extracurricular activities (top 5% of major);
- Graded 10/10 Statistics for Business and Economics|9.7/10 for Thesis
Experiences
Priority Relationship Banker
May 2023 – July 2025
- Achieved an average of 204% of monthly KPIs
- Managed an AUM portfolio of 8,761 clients.
- Cultivated relationships with 250 high-net-worth and 30 very-high-net-worth clients, using the CRM system through in-depth KYC reviews to understand each client’s needs
- Used Excel and CRM systems to analyze and categorize client credit, insurance, and investment exposures across large client datasets to recommend appropriate financial products
- Provided friendly attentive customer service in scheduled appointments and walk-in interactions (typical interactions included direct sales, opening bank accounts, overseas remittances, saving deposit, insurance products, credit cards, investments and cross selling like mortgages loan, SME, CIB transactions)
- Executed and monitored international fund transfers of up to USD 5 million per transaction, maintaining audit-ready records and ensuring adherence to regulatory risk controls and Anti-Money Laundering (AML) compliance across key markets, including the U.S., Australia, Canada, Hong Kong, Japan, and Europe…
- Leader for a working group of 4 associates and 3 interns, spearheaded team activities, performance management, and sales campaigns
- Led the 2024 credit card campaign which achieved top activation results in February and March across the MB Bank HCM1 region.
- Building team activities and working culture (event’s MC, planner, designer,…)
Pre-Construction Real Estate Agent
April 2021 – February 2023
- Sold 19 apartments, 1 penthouse and 1 villa in 18 months
- Provided pre-construction project updates on mid-range to high-end properties
- Presented buyers with development plans, architectural designs, and the potential future value of the property
- Building lasting relationship with high net-worth customers and advised them on real estate investment opportunities and portfolio diversification
- Analyzed market data to assess potential investment returns
- Made on average over 100 cold calls per day to potential clients
- Analyzed local market trends, property values to provide informed advice
- Scheduled and conducted property tours
Real estate projects I have worked on and sold:
Skills
Soft Skills
………
Analytical Skills
- Data Analysis & Visualization
- Statistical Analysis
- Financial Modeling
- Business Analytics
- Risk Management
- Portfolio Management, Valuation
…..
Technical Skills
Tools I frequently use (advanced proficiency):
Tools that i am studying (proficient)
Projects
This section highlights selected academic and research projects completed throughout my graduate studies in Financial and Enterprise Risk Management at the University of Connecticut. Each project reflects my work at the intersection of quantitative finance, risk modeling, and emerging areas such as InsurTech and enterprise risk, translating classroom rigor into real-world analytical frameworks.
Coming soon!
Activities
InsurTech America Symposium 2026
Two full days immersed in conversations about the future of insurance, innovation, and technology…
View Event →
Personality
MBTI: ENTJ – A
DISC: Di (Dominance Influence)
More uploads are coming soon...