Steven Ngo
Bridgeport,CT
Summary
A personable candidate who is committed to helping clients meet financial goals. Passionate about working hard, achieving goals, and creating new benchmarks. Pride myself on being a detail-oriented team player with strong organizational skills. Possess the ability to handle multiple projects simultaneously with a high degree of accuracy. Currently looking for a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Private Wealth Management Intern
Stifel Financial Corp.
06.2023 - 08.2023
- Worked alongside Nataliya Popel and the Structured Investments Team
- Kept client financial plans optimized for current market trends and economic conditions
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity
- Utilized SIMON to create Structured Notes in accordance with the client's needs
- Worked alongside several banks and issuers such as Goldman Sachs, Morgan Stanley, JP Morgan, and BNP Bank
- In order to maintain the teams relationship with those banks and firms
Summer Intern
Stifel Financial Corp.
07.2022 - 08.2022
- Worked alongside Martin Shafiroff and the Shafiroff Group
- Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs
- Interacted with clients by phone, email or in-person to provide information
- Interacted with other banks and firms in order to coordinate workflow and transparency
Manager
Kumon Learning Center
05.2019 - 08.2021
- Accomplished multiple tasks within established timeframes
- Maximized performance by monitoring daily activities and mentoring team members
- Assisted in planning parent & tutor meetings, creating work goals for each of the students, and updated the system daily which tracked all of the students' progress
Front Desk Operator
The Circle Hotel
06.2017 - 08.2017
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention
- Answered customer telephone calls promptly and appropriately handled needs
- Liaised with housekeeping and maintenance staff to address requests and complaints made by guests
- Used internal software to process reservations, check-ins and check-outs
- Oversaw fast-paced front desk operations and guests' needs at busy facility
Education
Bachelors Degree - Finance
Bentley University
Waltham, MA05.2024
Highschool Degree -
Fairfield College Preparatory School
Fairfield, CT05.2020
Skills
- SQL
- Microsoft Excel
- Microsoft Access
- JavaScript
- Python
- HTML
- Vietnamese (Full Professional Working Proficiency)
Timeline
Private Wealth Management Intern
Stifel Financial Corp.
06.2023 - 08.2023
Summer Intern
Stifel Financial Corp.
07.2022 - 08.2022
Manager
Kumon Learning Center
05.2019 - 08.2021
Front Desk Operator
The Circle Hotel
06.2017 - 08.2017
Bachelors Degree - Finance
Bentley University
Highschool Degree -
Fairfield College Preparatory School
Similar Profiles
Marni MendenMarni Menden
Senior Registered Client Associate at Stifel Financial Corp.Senior Registered Client Associate at Stifel Financial Corp.
Jason CobbJason Cobb
Project Manager at Stifel Financial Corp.Project Manager at Stifel Financial Corp.
Lokesh KarakaLokesh Karaka
.NET Software Developer, Full Stack at Stifel Financial Corp..NET Software Developer, Full Stack at Stifel Financial Corp.
Jorian BenderJorian Bender
Security Guard at PepsiCoSecurity Guard at PepsiCo
Smith CadetSmith Cadet
Certified Nursing Assistant at The Residence at Summer StreetCertified Nursing Assistant at The Residence at Summer Street