Stephen Nguyen Email and Phone Number
Stephen Nguyen work email
- Valid
- Valid
Stephen Nguyen personal email
- Valid
Stephen Nguyen phone numbers
Stephen Nguyen is a Private Wealth Advisor at Twin Peaks Wealth Advisors. He possess expertise in forecasting, financial modeling, analytics, finance, variance analysis and 17 more skills. Colleagues describe him as "Stephen has outstanding skills identifying roadblocks and encouraging team to work towards an elegant solution while consistently providing his support at every turn. Under his supervision I have learned how to stay positive and bring the best in everyone while also staying consistent with project tasks and deliverables. Stephen’s team building skills, providing clarity, providing support and guidance and openness for new ideas are unique and inspirational characteristics that makes him a great leader."
Twin Peaks Wealth Advisors
View- Website:
- twinpwa.com
- Employees:
- 13
- Company phone:
- 1-888-843-5449
-
Private Wealth AdvisorTwin Peaks Wealth AdvisorsSan Jose, Ca, Us
-
Principal, Strategy And Business OperationsIntuit Mar 2022 - PresentMountain View, California, Us -
Group Strategy Manager - Adobe Genuine ServicesAdobe Jul 2021 - Mar 2022San Jose, Ca, Us -
Group Manager - Gtm Business Strategy & OperationsAdobe Nov 2019 - Jul 2021San Jose, Ca, Us
-
Senior Marketing Manager - Accountant SalesIntuit Feb 2019 - Nov 2019Mountain View, California, Us
-
Senior Marketing Manager - Quickbooks DesktopIntuit Aug 2017 - Feb 2019Mountain View, California, Us
-
Finance Manager - Quickbooks DesktopIntuit Aug 2016 - Jul 2017Mountain View, California, UsManage a team overseeing a product portfolio generating $1B in revenue for Small Business Group
-
Principal Finance Analyst -Quickbooks Desktop EcosystemIntuit Aug 2015 - Jul 2016Mountain View, California, UsFinance partner for the QuickBooks Desktop Ecosystem, offerings totaling $400M of revenue
-
Lead Finance Analyst -Quickbooks EnterpriseIntuit Oct 2014 - Aug 2015Mountain View, California, Us• Drove 30% YoY revenue increase for a $200M+ business • Achieved 1% revenue variance forecast accuracy for 3 consecutive years
-
Lead Financial Analyst - Intuit UkIntuit Apr 2013 - Sep 2014Mountain View, California, Us• Serve as lead finance partner for QuickBooks Online, expanding sales in new channels and developing strategy to move existing UK Desktop customers to SaaS offering• Create new reporting and operational mechanisms to support new global organizational structure
-
Sr. Financial Analyst - Employee Management SolutionsIntuit Sep 2011 - Apr 2013Mountain View, California, Us• Served as a strategic finance partner for a $130M business• Assisted in the growth of three early stage products and provided direction to reach $10M in revenue
-
Finance Rotational Development AssociateIntuit Sep 2009 - Sep 2011Mountain View, California, UsA 2-year program consisting of 4 six-month rotations in the following functional areas: Business Unit Revenue Analyst • Created new time efficient dashboards to report on weekly Online Payroll metrics• Revamped reporting, revenue share, and billing for 2 early stage products Sourcing Specialist • Negotiated rates with 60+ creative suppliers to save approximately $575K for Intuit • Co-led a request for proposal to find a new in-store merchandising partner and saved $170K Centralized Reporting Analyst • Assisted in the automation of data flow for 5 products and saved 8 hours/month in reporting• On-boarded weekly dashboards for 2 BUs, learning KPIs to provide insights Business Unit Expense Analyst • Analyzed monthly variances for a $330M business and created various expense models• Prevented a $1M+ variance in expenses by effectively forecasting 3rd party revenue share
-
Rotational InternFisher Investments May 2008 - Aug 2008Plano, Texas, Us• Developed a new marketing strategy for private clients in the innovation department• Generated a new client program to increase firm-wide retention rate for private clients • Completed 7 marketing projects enhancing strategies in print, radio, internet, and direct mail
Stephen Nguyen Skills
Stephen Nguyen Education Details
-
University Of California, Berkeley, Haas School Of BusinessBusiness Administration
Frequently Asked Questions about Stephen Nguyen
What company does Stephen Nguyen work for?
Stephen Nguyen works for Twin Peaks Wealth Advisors
What is Stephen Nguyen's role at the current company?
Stephen Nguyen's current role is Private Wealth Advisor.
What is Stephen Nguyen's email address?
Stephen Nguyen's email address is 21****@****ail.com
What is Stephen Nguyen's direct phone number?
Stephen Nguyen's direct phone number is +1 650-944*****
What schools did Stephen Nguyen attend?
Stephen Nguyen attended University Of California, Berkeley, Haas School Of Business.
What are some of Stephen Nguyen's interests?
Stephen Nguyen has interest in Playing Poker, Coaching Pop Warner Football, Fine Dining.
What skills is Stephen Nguyen known for?
Stephen Nguyen has skills like Forecasting, Financial Modeling, Analytics, Finance, Variance Analysis, Strategy, Budgets, Competitive Analysis, Marketing, Data Analysis, Cross Functional Team Leadership, Analysis.
Who are Stephen Nguyen's colleagues?
Stephen Nguyen's colleagues are Sultan Beardsley, Brian Duggan, Pamela S., Katrina Hermanson, Arnold Parker, Diane Tweedy.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial