Hoang Phan is a I strive to provide the best customer journey by focusing in small details and exceeding the client’s expectations.
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Editor, Copywriter, Research AnalystPhoenix Capital (Cayman Islands) Jun 2019 - Feb 2020VietnamResearch Analyst:• Drafts and prepares pitch decks, deal proposals, contracts and necessary documents for deal leader & CEO • Collects and analyzes economic data, industry reports, market intelligence• Maintains relationships with domestic and foreign clients including FE Credit, a $2bn company and market leader in Vietnam’s consumer lending market • Schedules, set up meetings and initiate bi-lingual communication with business prospects and partners • Assists the CIO in preparing shareholder letter, letter of intents, invoices• Responsible for training and briefing new employees and contractors of company’s policy and operationsEditor & Copywriter:• Reviews and edits 30+ consumer-related articles, PR, CRS, product promotions, editorials in Vietnamese• Co-authors 20+ investor relation articles in English• Maintain relationship with key accounts including FE Credit, the largest consumer finance company in Vietnam• Manage 2 Vietnamese writers• Ensure deadlines and client expectations are met satisfactorily and timely according to contract’s requirements• Cross sell products that fit clients’ marketing needs• Pitch to clients about the firm’s products• Ensure payments are processed timely through communications with client company’s multiple departments• Can provide sample of work -
Research Analyst, CopywriterOne Road Research Dec 2018 - Feb 2020Vietnam• Authored and co-authored 20 editions of a special report which focused on Asian stock markets and macroeconomics, published and distributed monthly• Collected and analyzed financial and economic data for copywriting materials• Translated materials for the wealth management book: “Decoded: Economics – Investing – Family Values”: https://tiki.vn/giai-ma-kinh-te-dau-tu-gia-dinh-p20132455.html• Assisted the MD in scheduling, setting up meetings and bi-lingual communication with business prospects and partners • Assisted the MD in product development, proprietary investment strategy back-testing and other finance-related projects• Assisted the MD in reviewing and sourcing deal prospects -
InternDesert Wealth Llc Jun 2018 - Oct 2018Palm Desert, Ca, Usa• Completed 16-week internship in a team of 3, managing accounts valued at $24m• Collected and analyzed economic data in order to assist 2 CFPs in formulating new equity investment choices for buy list• Assisted 2 CFPs in formulating forward-looking macroeconomic and sector reports, focusing in the US equity and credit market• Assisted CFPs in sourcing, performed due diligence, valuation of securities (equity and FOF) that fit portfolio’s objectives and fund investment principles• Analyzed claimants’ financial reports in FINRA arbitration cases under direction of FINRA arbitrator• Performed editing on a financial textbook at request of Senior Editor focusing equity and credit research sections
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Graduate Research And Teaching AssistantCalifornia State University-San Bernardino Jun 2017 - Jun 2018San Bernardino, Ca, Usa• Conducted researches on Ontology and Enterprise Architecture (Zachman Framework) in the College of Business & Public Administration• Developed a business-oriented version of Zachman Framework• Monitored and evaluate works of 60 students in three undergraduate and MBA-level courses• Developed materials to teach undergraduate business and finance students about basic finance concepts and Information System Technology using innovative techniques including storification and social media.• Met online Quality Matters standards for assessment and measurement, instructional materials, accessibility/usability, and learner support -
Professional SellerAmazon Nov 2016 - Jun 2018Greater Los Angeles Area• Provides high-end power tools at affordable prices• Conducts product research and trends• Negotiates with vendors and wholesalers regarding products and product specification• Responsible for product inspection• Prepares and ships products to Amazon Fulfillment Center• Responsible for inventory replenishment and inventory planning• Basic accounting, P&L statement -
Social Media Marketing InternNon-Season.Inc Aug 2015 - Dec 2015Greater Los Angeles Area• Created daily Instagram posts• Assisted media director in designing and maintaining company’s website• Curated store layout and merchandise presentation during Fashion Week• Photoshoped pictures of merchandise for line presentation -
Sales InternBetty Bottom Showroom Jun 2015 - Dec 2015• Trained in merchandise presentation and how to process sales orders• Organized and prepared merchandise for important events like LA Fashion Week and Vegas trade shows• Trained on basic accounting and CRM software like FileMaker Pro• Assisted sales representative during meetings with clients.• Basic data entry
Hoang Phan Skills
Hoang Phan Education Details
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Accounting And Business/Management -
Apparel And Textile Manufacture
Frequently Asked Questions about Hoang Phan
What is Hoang Phan's role at the current company?
Hoang Phan's current role is I strive to provide the best customer journey by focusing in small details and exceeding the client’s expectations.
What schools did Hoang Phan attend?
Hoang Phan attended California State University-San Bernardino, California State Polytechnic University-Pomona, Pasadena City College.
What skills is Hoang Phan known for?
Hoang Phan has skills like Matlab, Microsoft Office, Teamwork, Microsoft Word, Management, Powerpoint, Research, Microsoft Excel, Adobe Illustration 6, English, Pattern Making, Tech Pack Design.
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