Khoi Le Email & Phone Number

Tampa, Fl, Us

Tampa, Florida, United States

-Selected as 1 of 15 students for the highly competitive Student-Managed Fund to manage an equity portfolio with assets under management of over $1.2 million for the USF Foundation.-Leverage the Bloomberg terminal for idea generation and utilize valuation techniques such as comparable companies, discounted cash flow analysis, and dividends.-Using statistical and financial models to assess potential investment opportunities across diverse sectors and industries, and identifying those with favorable growth prospects.-Evaluate investment opportunities to identify undervalued equity by constructing discounted cash flows, valuation multiples, dividend growth models, and performing sensitivity and scenario analyses.

-Serve as Sales Captain for the "Selling with Bulls" competition with a team of 13 USF competitors. Preparing them for the case, conducting sales role-plays, and teaching them the fundamentals of the sales blueprint to ensure their success during the event.

Tampa, Florida, United States

-Spearheaded discussions with the president and vice president of the club to plan successful fall recruitment.-Engaged in the prestigious "Selling with the Bulls" and "ICSC" sales competition, demonstrating exceptional sales proficiency by presenting and successfully "selling" a mock case to the judges, showcasing persuasive communication and negotiation abilities.

St Petersburg, Florida, United States

-Chosen as 1 of 6 from a highly competitive candidate pool to participate in the prestigious summer program.-Developed educational case studies for cross-department training purposes demonstrating the progression of complaint handling and reporting that is in line with firm, industry, and regulatory standards-Ensured accurate information was reported to FINRA by correcting approximately 400+ data entries and eliminating duplications in the Firm's Dispute Resolution case management system.-Partnered closely with management to deliver comprehensive weekly financial reports and detailed updates, ensuring clarity and precision in all communications. Acted as a key liaison, facilitating seamless interaction with team members across all levels of the organization and providing critical support to the executive team.

Tampa, Florida, United States

-Gained the ability to work in a fast-paced environment, providing premier customer service to 400+ individuals per shift. -Performed suggestive selling techniques that increased deli sales by 16% during April. -Collaborated with managers to oversee a team of 8 employees and maintain a 95% productivity rate each quarter.-Successfully trained and mentored over 10 new associates to work more efficiently at the deli counter.

Tampa, Florida, United States

-Competed with several candidates for this position and was ultimately selected after a rigorous interview process.-Conduct comprehensive financial analyses of approximately 40 bond issuers, evaluating creditworthiness and financial health through rigorous examination of their income statements, balance sheets, and cash flow statements.-Maintain up-to-date knowledge of market trends and economic indicators that impact the bond market. This includes monitoring interest rate movements, economic forecasts, and industry-specific developments.-Authored bi-weekly income reports on investment-grade bonds and collaborated closely with a team of three colleagues to deliver a comprehensive analysis of the bonds. The reports included financial, strategic, and risk assessments to support decision-making.

Tampa, Florida, United States

-Effectively conducted interviews with over 25 households daily, meticulously gathering essential demographic, economic, and housing data for the U.S. Census Bureau.-Achieved a 98% interview accuracy rate while overseeing a district in Hillsborough County, Florida. Consistently delivered precise and reliable data collection to avoid the need for re-interviews.-Accurately translated many of the cases from Vietnamese to English to properly communicate information from the household to the Bureau.

Tampa, Florida, United States

Greeted the customers entering the store, assisted them in finding merchandise on the sales floor, stocked and organized the sales floor and fitting room, rang up purchases, and handled returns.

Tampa, Florida, United States

I spent time mentoring middle school students, educating them about the Florida environment, and helping them learn about outdoor safety, kayaking, and fishing with nature guides.

Plant City, Florida, United States

I warmly welcomed patients as they arrived, conducted essential medical procedures to measure their vital signs, handled incoming screening calls, and facilitated patient check-out procedures.

Bachelor'S Degree, Finance, Concentration In Investment Analysis

Activities and Societies: Corporate Mentor Program

Associate Of Arts - Aa, Business Administration And Management, General

High School Diploma

-3.7/4.0 GPA (Cumulative) -Held a leadership position in JROTC as Public Affairs Officer for my battalion; recruited and managed.