Yen Truong's Location
Sacramento, CA, US
Yen Truong's Work
- Specialist | Financial Planning @ CAPTRUST
- Senior Associate | Financial Planning @ CAPTRUST
- Financial Planner @ Genovese Burford & Brothers (Now CAPTRUST)
- Advisor Support Associate @ Genovese Burford & Brothers (Now CAPTRUST)
- Operations Specialist @ State Street
- Volunteer Tax Preparer @ Volunteer Income Tax Assistance
- Peer Mentor @ California State University-Sacramento
- Student Assistant @ Santa Rosa Junior College
Yen Truong's Education
- California State University-Sacramento
Master of Science in Finance (3.913)
2022 - 2023 - California State University-Sacramento
Bachelor’s Degree (Financial Planning)
2014 - 2016 - Santa Rosa Junior College
Dean's Highest Honor
2012 - 2014
Yen Truong's Skills
- Communication
- Positive Discipline
- Critical Thinking
- Microsoft Office
- Data Analysis
- Customer Service
- Team Building
- Consulting
- Presentations
- Data Processing
Yen Truong's Summary
Yen Truong, based in Sacramento, CA, US, is currently a Specialist | Financial Planning at CAPTRUST, bringing experience from previous roles at CAPTRUST, Genovese Burford & Brothers (Now CAPTRUST) and State Street. Yen Truong holds a 2022 - 2023 Master of Science in Finance in 3.913 @ California State University-Sacramento. With a robust skill set that includes Communication, Positive Discipline, Critical Thinking, Microsoft Office, Data Analysis and more, Yen Truong contributes valuable insights to the industry. Yen Truong has 5 emails and 1 mobile phone number on RocketReach.
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