My Professional Background
I graduated from Seattle University, Albers School of Business and Economic in 2023, and began my career as an Investment Intern at Highland. During my senior year at SU, I was part of the Redhawk Fund as an Equity Research Analyst, where I participated in business valuation, and socially responsible investing while maximizing portfolio’s return and managing risk through proper diversification. Through this, I discovered that I love data and the ability to tell a story through numbers. Continuing my journey with Highland as an Investment Associate, my goal is to stay curious and grow my skills. I aspire to serve as a sounding board for clients, helping them live fully.
My Wealth Management “Why”
The field of investments offers an intellectually stimulating journey through the intricacies of financial markets, while also empowering me to guide individuals in achieving their financial aspirations. Analyzing market trends, identifying valuable opportunities, and creating tailored strategies deeply resonate with my passion for strategic decision-making. The dynamic nature of this field excites me as it demands traits I value: continuous learning and adaptation.
My Personal “Living Fully”
Food is such an essential part of my identity and personality. I love everything about great food from learning about the ingredients to the preparation and presentation. I especially enjoy how food can evoke certain memories and bring people together. I love going to concerts and experiencing live music. If not found at local coffee shops or at farmer markets, I’m most likely home spending time with my two cats – Pepper and Chocopie. Having immigrated to the US from Vietnam 15 years ago, I am the perfect blend between Vietnamese drip coffee and an Americano.
My Heart for Impact
With a passion for financial inclusion and innovation, my mission is to help close the accessibility gap in financial services to help improve people’s lives. I also find it fulfilling to be able to use my analytical skills to help clients connect their money with their life goals.