May Nguyen

May Nguyen Email and Phone Number

Financial Planning Assistant @ Resolute Wealth Partners - Private Client Group
Denver, CO, US
May Nguyen's Location
Denver, Colorado, United States, United States
May Nguyen's Contact Details

May Nguyen personal email

n/a
About May Nguyen

Graduated from UW-Madison in May 2023 with a B.S. in Personal Finance, Financial Planning, with certificates in Design Strategies, Entrepreneurship, and Asian-American Studies. I have moved back to Colorado to work as a Financial Planning Associate at Resolute Wealth Partners. I am currently pursing my CFP Designation and have passed my CFP exam, and working on the experience section.

May Nguyen's Current Company Details
Resolute Wealth Partners - Private Client Group

Resolute Wealth Partners - Private Client Group

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Financial Planning Assistant
Denver, CO, US
Website:
heritageplanningpartners.nm.com
Employees:
29
May Nguyen Work Experience Details
  • Resolute Wealth Partners - Private Client Group
    Financial Planning Assistant
    Resolute Wealth Partners - Private Client Group
    Denver, Co, Us
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  • Resolute Wealth Partners - Private Client Group
    Financial Planning Assistant
    Resolute Wealth Partners - Private Client Group Aug 2023 - Present
    Denver, Colorado, United States
    - Create and Update Financial Plans for Advisors- Organized Client Financial Data in Financial Software, PX.- Communicate with Financial Advisors to create effective and meaningful wealth strategies for clients under CFP Standards.- Communicated directly with clients to help implement financial planning strategies.
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  • University Of Wisconsin-Madison
    Summer Camp Counselor
    University Of Wisconsin-Madison May 2023 - Aug 2023
    Madison, Wisconsin, United States
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  • University Of Wisconsin-Madison
    Youth & Inclusive Programs Supervisor
    University Of Wisconsin-Madison Aug 2021 - May 2023
    · Maintain a safe space for participants, including careful supervision of participants and communicating any safety concerns to supervisors· Serve as a role model for participants and families· Actively participate with participants· Sustain a positive environment at youth activities, incorporating enthusiasm into all activities· Appropriately respond to and mitigate any camper behavioral issues· Communicate and interact with youth and adult participants
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  • Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees)
    Financial Planning Intern
    Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees) May 2022 - May 2023
    · Helped members enter financial information into eMoney· Communicated with new potential members to help set up eMoney· Calculated WRS Pensions for potential retirees· Worked with Financial Advisors, providing assistance in their daily tasks.
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  • Grounds Effects
    Team Member
    Grounds Effects Jun 2019 - Aug 2021
    Denver, Colorado, United States
    · Maintained lawns on a weekly basis during summer· Communicated to create an efficient working and friendly environment.
  • Madison Metropolitan School District
    Madison Metropolitan School District Tutor
    Madison Metropolitan School District Sep 2020 - May 2021
    · Tutored 1st-12th Native American students with middle-school subjects through Title VI Program· Establishing and maintaining effective working relationships virtually with student, program personnel and parents· Track participation and progress of student and provide report to supervisor
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  • Wheel Fun Rentals
    Sales Floor Team Member
    Wheel Fun Rentals May 2020 - Aug 2020
    Denver, Colorado, United States
    · Assisted and aid people get on products (bikes and water products). · Maintained the register position counting to 4,000$/day. · Communicated with staff and owner daily to create a friendly work environment for customers and co-staff.
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  • Beacon Network Schools
    Beacon Assistant
    Beacon Network Schools Nov 2017 - May 2019
    Denver, Colorado, United States
    · Tutored 6th, 7th, and 8th graders with math skills and homework. · Provided aid to teachers for classroom activities and school-wide events.· Cleaned classrooms, wiped tables, swept floors to prolong a safe/clean school environment after classes.
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  • Emily Griffith Technical College
    Summer Intern
    Emily Griffith Technical College Jun 2018 - Jul 2018
    · Produce a TV podcast show for public TV network, Comcast Ch. 22, on a weekly basis. · Consistently using Final Cut Pro X to edit and shoot footage on a TV set.
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May Nguyen Education Details

Frequently Asked Questions about May Nguyen

What company does May Nguyen work for?

May Nguyen works for Resolute Wealth Partners - Private Client Group

What is May Nguyen's role at the current company?

May Nguyen's current role is Financial Planning Assistant.

What is May Nguyen's email address?

May Nguyen's email address is mn****@****its.com

What schools did May Nguyen attend?

May Nguyen attended University Of Wisconsin-Madison.

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