Patrick Huynh Email & Phone Number

Pasadena, California, United States

Ho Chi Minh City, Vietnam

Los Angeles, California

-Prepared client case consultations to determine their personalized financial recommendations-Administered wealth management, risk management, and estate planning distribution services -Generated and reviewed personalized risk portfolios while implementing a timeline to diversify unsystematic risk

San Jose, California

-Collaborated with Santa Clara County Association of Realtors (SCCAOR) Board Member to analyze the upward trend of residential homes in the Bay Area-Accelerated the completion of residential homes by being on-site to manage various subcontractors -Showcased open houses and analyzed customer financial statuses to close 2 residential deals totaling 3 million dollars -Inspected construction development to guarantee quality fulfillment while documenting developmental process

Santa Clara, California

-Launched weekly newsletters for parents to update student success and community accomplishments.-Communicated to coaches on student progress and highlighted students with stellar performances. -Implemented marketing campaigns for private golf lessons on social media platforms utilizing ads to target parents in enrolling students. -Collaborated with the creative director with images and videos for marketing content.

Milpitas, California

-Implemented conference room scheduling software, Teem, increasing client foot traffic in the office by 23% -Designed online flyers that improved attendance by 27% within one quarter at San Jose Vietnam Town -Analyzed market data on operations for Santa Clara County Association of Realtors Director Tam Quach -Spearheaded the development and design of the new office whilst collaborating with independent contractors