Thao Truong's Location
United States
Thao Truong's Work
- Wealth Advisor @ Morton Capital Management
- Associate Financial Advisor and Operations Manager @ Financial Alternatives, Inc.
- Associate Financial Advisor @ Avenue Advisors, LLC
- Associate - Investment Operations @ Aspiriant
- Assistant - Investment Operations @ Aspiriant
- Financial Analyst @ The Atkins Investment Group
- Intern Economist Analyst @ e-forecasting.com
- Center For Academic Research - Tutor @ University of New Hampshire
- Teaching Assistant @ Whittemore School of Business and Economics
Thao Truong's Education
- College for Financial Planning
CFP Certification Professional Education Program (Financial Planning and Services)
2016 - 2018 - University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS) (Finance, and minor in Economics)
2010 - 2012 - Seattle Central Community College
A (Business )
2008 - 2009
Thao Truong's Skills
- Quantitative
- Vietnamese
- Teamwork
- Teaching
- Derivatives
- Entrepreneurship
- Languages
- Investments
- Market Research
- Marketing
Thao Truong's Summary
Thao Truong, based in United States, is currently a Wealth Advisor at Morton Wealth, bringing experience from previous roles at Financial Alternatives, Inc., Avenue Advisors LLC and Aspiriant. Thao Truong holds a 2016 - 2018 CFP Certification Professional Education Program in Financial Planning and Services @ College for Financial Planning. With a robust skill set that includes Quantitative, Vietnamese, Teamwork, Teaching, Derivatives and more, Thao Truong contributes valuable insights to the industry. Thao Truong has 4 emails and 1 mobile phone number on RocketReach.
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