Summary
Overview
Work History
Education
Skills
Personal Investing with Fidelity
Timeline
Generic

Kiet Nguyen

Sacramento,CA

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Motivated Investment Consultant with experience advising friends and family on investment strategies, retirement planning, and financial planning. Strong background in understanding financial markets, financial products, and risk management. Proven track record in a personal portfolio, managing over six figures using Fidelity. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.

Overview

7
7

Investing Experience

Work History

Club Attendant

The Club At Natomas Park
05.2021 - Current
  • Delivered exceptional guest experiences through attentive service and quick response to issues.
  • Answered customer questions about food and beverage items and assisted with menu selections.
  • Monitored stock levels and managed deliveries for inventory of supplies.
  • Indexed files, receipts, and records in transition from hard copy to soft copy.
  • Collaborated with other dining room and bar staff to facilitate efficient service.

Bookkeeper

Thuy Le Childcare
03.2016 - 06.2018

Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.

  • Reported financial data and updated financial records in ledgers and journals.
  • Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
  • Maintained and processed invoices, deposits, and money logs.

Education

Bachelor of Science - Managerial Economics

University of California - Davis
Davis, CA
06.2023

Skills

  • Financial statements expertise
  • Microsoft Excel - Keyboard shortcuts / Summarizing data / Functions and formulas
  • Investment Applications - Fidelity, Vanguard
  • Analytical Skills
  • Financial Modeling
  • Coachable
  • Collaborative
  • Communication skills
  • Manage multiple projects
  • Risk management
  • Team leader
  • Programming languages: R and basic Python
  • Disciplined

Personal Investing with Fidelity

I have been investing with Fidelity since 2015 and am very familiar with the site such as reading the prospectus, understanding of Morningstar ratings and categories. Actively managing six figure portfolio of mutual funds. I currently help my friends and family get into investing and opening accounts for them. 

Timeline

Club Attendant

The Club At Natomas Park
05.2021 - Current

Bookkeeper

Thuy Le Childcare
03.2016 - 06.2018

Bachelor of Science - Managerial Economics

University of California - Davis
Kiet Nguyen