Portfolio Manager
CurrentManage investment portfolios for high net worth clients. Direct company's private fund investment holdings.
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@hillphoenix.com
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3 phones found area 404 and 770
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LinkedIn matched
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Adam Duong is listed as Portfolio Manager at Adam Capital at Adam Capital, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at hillphoenix.com, phone signal with area code 404, 770, and a matched LinkedIn profile for Adam Duong.
Adam Duong previously worked as Portfolio Manager at Adam Capital and Operations Analyst at Hillphoenix. Adam Duong holds Bba, Finance from Georgia State University - J. Mack Robinson College Of Business.
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AeroLeads found 1 current-domain work email signal for Adam Duong. Compare company email patterns before reaching out.
Born in Vietnam. Grew up in poverty. Adolescence in refugee camp. ESL in high school. BBA in Finance. Founder Adam Capital. Money Manager.
Listed skills include Microsoft Office, Quickbooks, Datafaction, Turbo Tax, and 7 others.
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Atlanta
Manage investment portfolios for high net worth clients. Direct company's private fund investment holdings.
Conyers Ga
Assist Accounting/Finance team to close AP, AR, and GL monthly to meet deadline for company financial reporting. Work directly under Director of Shared Services to carry out improvements to AR and AP departments.
Service high net worth clients. AP & AR and daily accounting performed with high details and efficiency. Month end closing and financial reports reviewed and presented to clients. Investment & cash flow projection created for client meeting periodically. Work in a team-oriented environment to cover all clients’ requests.
Atlanta, Ga
Meet with top management to develop strategic planning, vision, and accounting improvement through out the company. Manage the accounting team for month end closing and work with outside CPA for tax matters.
Atlanta Ga
Negotiated and executed binding contracts between sellers and buyers. Calculated income ratio, debt ratio for each client to pre-determine his/her ability to obtain loans for the selected property. Assist buyers and sellers for property investment needs.
Irvine Ca
Performed accounting tasks with emphasis on financial statements, taxes, audits and reports under senior accountants. Timely reports were produced monthly, semi-monthly, and annually for top managements include marketing budget analysis, contribution margin reports, financial statement reports, and monthly over all company score cards.
Fountain Valley Ca
Organized purchases and goals monthly according to sale forecast. Implemented a database for inventory control. Interacted along with accounting department to ensure customers, vendors satisfaction. Researched and negotiated with new and old vendors for the best prices on bulk purchase quantities.
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Adam Duong works for Adam Capital.
Adam Duong is listed as Portfolio Manager at Adam Capital at Adam Capital.
AeroLeads has found 1 work email signal at @hillphoenix.com for Adam Duong at Adam Capital.
AeroLeads has found 3 phone signal(s) with area code 404, 770 for Adam Duong at Adam Capital.
Adam Duong is based in Atlanta, Georgia, United States while working with Adam Capital.
Adam Duong has worked for Adam Capital, Hillphoenix, Pathstone Federal Street, Kon Live Llc, and Trend Atlanta Realty.
You can use AeroLeads to view verified contact signals for Adam Duong at Adam Capital, including work email, phone, and LinkedIn data when available.
Adam Duong holds Bba, Finance from Georgia State University - J. Mack Robinson College Of Business.
Adam Duong is listed with skills including Microsoft Office, Quickbooks, Datafaction, Turbo Tax, Windows, Salesforce.Com, Investment Strategies, and Personal Financial Planning.
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