Stephen Nguyen Email & Phone Number
Private Wealth Advisor @ Twin Peaks Wealth Advisors
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Stephen Nguyen Location
- Milpitas, CA, US
Stephen Nguyen Work
- Private Wealth Advisor @ (January 2025 - Present)
- Principal, Strategy and Business Operations @ (March 2022 - January 2025)
- Group Strategy Manager - Adobe Genuine Services @ (July 2021 - March 2022)
- Group Manager - GTM Business Strategy and Operations @ (November 2019 - July 2021)
- Senior Marketing Manager - Accountant Sales @ (February 2019 - November 2019)
- Senior Marketing Manager - QuickBooks Desktop @ (August 2017 - February 2019)
- Finance Manager - QuickBooks Desktop @ (August 2016 - July 2017)
- Principal Finance Analyst -QuickBooks Desktop Ecosystem @ (August 2015 - July 2016)
- Lead Finance Analyst -QuickBooks Enterprise @ (October 2014 - August 2015)
- Lead Financial Analyst - Intuit UK @ (April 2013 - September 2014)
- Sr. Financial Analyst - Employee Management Solutions @ (September 2011 - April 2013)
- Finance Rotational Development Associate @ (September 2009 - September 2011)
- Rotational Intern @ (May 2008 - August 2008)
Stephen Nguyen Education
- University of California, Berkeley, Haas School of Business
(Business Administration)
2005-2009
Stephen Nguyen Skills
- Forecasting
- Financial Modeling
- Analytics
- Finance
- Variance Analysis
- Strategy
- Budgets
- Competitive Analysis
- Marketing
- Data Analysis
- Cross-functional Team Leadership
- Analysis
- Corporate Finance
- Valuation
- Financial Analysis
- SaaS
- Mergers & Acquisitions
- Software as a Service (SaaS)
- Microsoft Excel
- Leadership
- Management
- Microsoft Office
- Software as a Service Saas
- DevOps
- Software
- Financial Services
- Acquisitions
- Cross Functional Team Leadership
- Corporate FP&A
- Mergers and Acquisitions
- Services
- Software as a Service
Stephen Nguyen Summary
- Stephen Nguyen, based in Milpitas, CA, US, is currently a Private Wealth Advisor at Twin Peaks Wealth Advisors. Stephen Nguyen brings experience from previous roles at Intuit and Adobe. Stephen Nguyen holds a 2005 - 2009 University of California, Berkeley, Haas School of Business. With a robust skill set that includes Forecasting, Financial Modeling, Analytics, Finance, Variance Analysis and more. Stephen Nguyen has 3 emails and 3 mobile phone numbers on RocketReach.
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