Andy Trinh Email
Portfolio Manager @ Harbourfront Wealth Management
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Andy Trinh Location
- Vancouver, BC, CA
Andy Trinh Work
- Portfolio Manager @ (November 2025 - Present)
- Associate Portfolio Manager @ (July 2024 - November 2025)
- Investment Advisor @ (February 2021 - July 2024)
- Digital Marketing Strategist | Co-Founder @ (January 2020 - February 2021)
- Investment Advisor @ (November 2017 - March 2020)
- Private Market Specialist @ (May 2016 - November 2017)
- Independent Advisor @ (January 2014 - November 2017)
Andy Trinh Education
- Canadian Securities Institute
(CIM®, Cert. Advanced Investment Advice, AIS, PMT, WME, CSC, CPH, IATP)
2014-2024 - BrainStation
Certificate (Digital Marketing)
2020-2020 - Simon Fraser University 2010-2013
- Capilano University
Bachelor of Commerce (B.Com.)
2009-2010 - IFSE Institute Canada
(Exempt Market Profiency Course (EMP))
2016
Andy Trinh Skills
- Sales
- Customer Service
- Customer Experience
- Investments
- Financial Services
- Training
- Customer Satisfaction
- Telecommunications
- Investor Relations
- Finance
- Strategic Financial Planning
- Time Management
- Sales Operations
- Sales Management
- Internal Communications
- Marketing Communications
- Business Communications
- Communications Planning
- Insurance
- Team Leadership
- Retail
- Strategic Communications
- Corporate Social Responsibility
- CRM
- Selling
- Financial Planning
- Strategic Planning
- Private Equity
- Trading
Andy Trinh Summary
- Andy Trinh, based in Vancouver, BC, CA, is currently a Portfolio Manager at Harbourfront Wealth Management. Andy Trinh brings experience from previous roles at Harbourfront Wealth Management and Dragon Empire Consulting. Andy Trinh holds a 2014 - 2024 Canadian Securities Institute. With a robust skill set that includes Sales, Customer Service, Customer Experience, Investments, Financial Services and more. Andy Trinh has 1 emails on RocketReach.
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