Alan Huynh
San Jose,CA
Summary
Dedicated, results-driven, and self-motivated financial consultant with years of experience in providing comprehensive financial services focusing on relationship management, investments, and equity compensation. Skilled communicator who puts complex financial topics in clear terms for diverse clients. Proven track record of guiding clients toward their financial goals through strategic investment strategies and personalized wealth management.
Overview
6
6
years of professional experience
Work History
Financial Consultant
Equitable Advisors
San Francisco, CA
05.2022 - Current
- Educated clients on financial concepts related to investing in order to increase their knowledge base.
- Communicated regularly with clients via phone calls or emails regarding updates on their investments or other relevant information about the markets.
- Analyzed macroeconomic trends in order to develop investment strategies for clients with long-term objectives.
- Created comprehensive financial plans that included retirement planning, cash flow analysis, estate planning and insurance coverage reviews.
- Reviewed existing portfolios to assess performance against established benchmarks and recommended appropriate changes when necessary.
- Grew assets under management through referrals and new business opportunities.
Bail Bond Agent
Le Bail Bonds
San Jose, CA
02.2018 - 01.2022
- Paid bonds and submitted documents to court allowing defendants to be released from jail.
- Drafted letters, contracts, affidavits, and other legal documents related to bail bonds.
- Participated in meetings with attorneys, judges, prosecutors, and other stakeholders as needed.
- Assessed potential risks associated with each client before providing services.
- Collaborated with law enforcement personnel in order to facilitate the release of incarcerated individuals on bond.
Education
Bachelor of Science - Business Administration And Management
San Jose State University
San Jose, CA05-2022
Associate of Science - Business Administration And Management
Evergreen Valley College
San Jose, CA12-2020
Skills
- Series 7
- Series 66
- Stock Plan
- ESPP
- RSU
- Stock Options
- Book Management
- Annuity/Life Insurance Sales
- Retention
- Referrals
- Compliance
- Risk assessment
- Risk management
- Communication
- Interpersonal skills
- Investment solutions
Languages
- English
- Vietnamese
Timeline
Financial Consultant
Equitable Advisors
05.2022 - Current
Bail Bond Agent
Le Bail Bonds
02.2018 - 01.2022
Bachelor of Science - Business Administration And Management
San Jose State University
Associate of Science - Business Administration And Management
Evergreen Valley College