Strategic and results-driven with positive approach to overcoming challenges and driving organizational growth. Deep understanding of operational excellence and financial management combined with skills in strategic planning and process optimization. Committed to leveraging expertise to enhance company performance and achieve significant impact.
Overview
24
24
years of professional experience
Work History
Instructional Assistant Special Education
Washington Elementary
03.2024 - Current
Monitored student progress to identify areas requiring extra support and implement action plans to meet needs.
Provided support during classes, group lessons, and classroom activities.
Provided one-on-one support to students with special needs, enabling them to achieve academic success.
Supported student learning objectives through personalized and small group assistance.
Monitored student progress through ongoing assessments, adjusting instruction as needed for optimal growth.
Prepared instructional materials such as worksheets, visuals aids, or manipulatives according to teacher directives for effective lesson execution.
Implemented behavior management techniques to maintain a positive and focused learning environment.
Participated in professional development opportunities, staying current on best practices in education and instructional support.
Promoted a culture of respect and inclusion within the classroom, fostering positive relationships among students from diverse backgrounds.
Assisted teachers in developing differentiated instructional strategies, resulting in improved student outcomes.
Assisted with classroom technology to prepare students with skills needed to succeed in technology-rich world.
Sr Financial Analyst
National University
04.2022 - 12.2023
Provided valuable insights by leading monthly variance analysis reviews between actual results and budget/forecast expectations.
Enabled informed decision-making by presenting key findings from complex data sets in clear, concise formats for senior leadership team members.
Streamlined financial reporting processes, resulting in more efficient delivery of critical information to stakeholders.
Maximized company resources by performing ad-hoc analyses supporting cost reduction initiatives across departments.
Assisted in preparation of presentations, data tables and other documents for investor meetings.
Reviewed statistical information to determine financial trends for use in investment planning.
Collaborated with cross-functional teams to drive process improvements and increase operational efficiency.
Global COO Office – Transformation Unit
Lyxor Asset Management
06.2015 - 12.2021
Primarily responsibility: in charge of project portfolio management and of deploying and driving continuous improvement tools to address, resolve and optimize business issues
Responsible for mapping processes end to end, including client touch points, processing for all activities within the Firm (incl ETF, Active Management and Managed Account platform)
Demonstrated financial acumen in providing analysis of metrics and measures to quantify the impact of improvement initiatives and produced business cases quantifying the impact or benefits to the Firm
Chair weekly committees with the specific goal of defining Firm’s business priorities, developing project and resourcing plan, and budget based on business case for approval
Responsible for the overall project portfolio to ensure the timely project execution and quality deliverables within budget
Facilitated regular leadership meetings to discuss progress on strategic goals, identify opportunities for improvement, and address challenges proactively.
Developed high-performing teams through effective hiring, training, and performance management strategies.
Spearheaded strategic planning initiatives for long-term growth and profitability.
Boosted operational efficiency by streamlining processes and implementing cost-saving measures.
Collaborated with cross-functional departments to optimize workflow and enhance communication channels.
Drove process improvements across multiple business units, resulting in increased productivity levels.
Partnered with HR on employee engagement initiatives that enhanced workplace morale while reducing turnover rates.
Guarantee Manager
AXA
11.2011 - 04.2015
Primarily responsibility: expand and develop the range of Unit Linked products with guarantees using derivative-based strategies in the AXA Group
Promote the launch of structured products within the Group including payoff definition, pricing with investment banks (internal and external), review and negotiation of terms in TS and Final Terms
Produced a risk-controlled framework for streamlining structured products launches aimed at reducing misselling, credit/default risks, optimizing profit margins for internal banks and adhering to MiFid rules
Create and chair community of experts to mutualize successes and answer to issues specific to structured products (for ex: low interest rate) across the Group
Work on the development of the iCPPI range in the Group by collaborating on the definition of its Target Operating Model, outlining and pricing product designs, partnering with Banks in solving investment constraints linked to the iCPPI range (including MC simulations and backtesting on all variations of product designs) and by teaming up with local entities group wide and accompanying them in process up to launch
Assess appetite for income solutions in fund wrapper using derivative instruments to guarantee streams in long-term savings’ thematics
Coordinate Digital initiative across the Group specific to the Customer Account’s strategy (i.e
Retention, Up-sell/Cross-sell, Inforce, etc…)
Vice President
Morgan Stanley
01.2006 - 07.2011
Primarily responsibility: develop and market derivative-based strategies and products to Morgan Stanley’s sales force across divisions in Europe and Asia
- Drive and accompany derivative sales in their distribution efforts, including providing content and support for major push products, producing advertorials/articles and designing ads for publication in Europe and accompanying distribution on roadshows across Europe
- Participate in the marketing of Morgan Stanley’s ALPHAS alternative managed account platform and its UCITS III fund offering
- Collaborate with Morgan Stanley Research department and Quantitative Derivative Strategies group to apply thematic ideas, research-based topics to structured products
- Worked closely with Pricing team to collaborate on payout innovation
- Researched current institutional and retail topics/issues such as Managed Account Platform, Solvency II and UCITS III/IV to educate Equity Sales in Europe and Asia
- Produce content for European Awards pitch for Morgan Stanley’s Equity Derivative activity
Institutional Marketing Dedicated to Alternative Investments
SG Asset Management
01.2004 - 01.2006
Compiled structured information on a quarterly basis for SG AM Group
Spearheaded cross-functional initiatives, collaborating with product management and operations teams to streamline processes and improve overall efficiency.
Developed comprehensive sales strategies for alternative investment products, resulting in increased revenue and market share.
Prepared detailed performance reports for clients, highlighting the benefits of their chosen alternative investments over traditional asset classes.
Collaborated with internal teams to create customized marketing materials that effectively showcased alternative investment offerings.
Marketing Project Coordinator
Sinopia Asset Management
01.2003 - 01.2004
Boosted brand awareness by developing and executing targeted marketing campaigns.
Streamlined internal processes, resulting in increased efficiency and productivity among team members.
Successfully transitioned projects from ideation through execution, ultimately leading to increased revenue and market share for the company.
Conducted thorough market research to identify emerging trends and opportunities for growth in the industry.
Market Research Analyst
New York Life Insurance/Borders Investment
10.2000 - 12.2002
Regularly updated management on project progress using well-structured written reports.
Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
Analyzed survey data and generated insights by importing data sheets from survey projects into survey analysis software.
Identified emerging markets by analyzing demographic data, enabling targeted marketing efforts for increased revenue growth.
Conducted segmentation analysis to better understand target audiences, informing tailored messaging strategies that resonate effectively.
Education
MBA - Concentration in International Business Management and Marketing
Loyola Marymount University
Los Angeles, California
01.2000
BBA - Concentration in International Business Management
Loyola Marymount University
Los Angeles, California
01.1996
Skills
Cross-functional team coordination
Change management
Strategic business planning
Data-driven decision making
Organizational development
Process improvement
Strategic planning
Planning and execution
Performance management
Project oversight
Personal Information
Nationality: French
Languages
French
Native or Bilingual
Vietnamese
Professional Working
Timeline
Instructional Assistant Special Education
Washington Elementary
03.2024 - Current
Sr Financial Analyst
National University
04.2022 - 12.2023
Global COO Office – Transformation Unit
Lyxor Asset Management
06.2015 - 12.2021
Guarantee Manager
AXA
11.2011 - 04.2015
Vice President
Morgan Stanley
01.2006 - 07.2011
Institutional Marketing Dedicated to Alternative Investments
SG Asset Management
01.2004 - 01.2006
Marketing Project Coordinator
Sinopia Asset Management
01.2003 - 01.2004
Market Research Analyst
New York Life Insurance/Borders Investment
10.2000 - 12.2002
MBA - Concentration in International Business Management and Marketing
Loyola Marymount University
BBA - Concentration in International Business Management
Loyola Marymount University
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