Functional Skills
Data Modeling
Financial Modeling
Financial Planning & Analysis (FP&A)
Financial Statement Preparation
Forecasting / Projections
Corporate Finance
Software Skills
Microsoft Excel
Microsoft Excel Macros
Microsoft PowerPoint
Stata
Certifications
CFAChartered Financial Analyst
Sector Experience
Energy
Languages
Vietnamese
English
Bulge Bracket Investment Banks
Experience
Kindle Energy
Corporate Strategy & Development
Director
10/2019 - Present
Conduct financial analyses and evaluate potential acquisitions and new business development opportunities
Guggenheim Partners
Finance
Vice President
6/2019 - 9/2019
- Equity research associate in the energy/ power/ utilities team
- Built financial models, performed fundamental research on power and utilities companies, wrote research reports
- Conducted meetings with senior management of covered companies
- Built financial models, performed fundamental research on power and utilities companies, wrote research reports
- Conducted meetings with senior management of covered companies
Credit Suisse
Finance
Associate
7/2014 - 5/2019
- Equity research associate in the energy/ power/ utilities team
- Built financial models, performed fundamental research on power and utilities companies, wrote research reports
- Conducted meetings with senior management of covered companies
- Built financial models, performed fundamental research on power and utilities companies, wrote research reports
- Conducted meetings with senior management of covered companies
The Brattle Group
Data Science / Analytics
Senior Analyst
7/2009 - 6/2012
• Created financial models, reviewed Confidential Information Memorandum (CIM), loan agreements and SEC filings to assist clients on consulting and litigation projects
• Developed electricity price projections and revenues forecasts for natural gas combined-cycle power plants
• Prepared supply models to estimate the impact of solar power addition to electricity prices in New York and Texas
• Developed electricity price projections and revenues forecasts for natural gas combined-cycle power plants
• Prepared supply models to estimate the impact of solar power addition to electricity prices in New York and Texas