Steve Trinh, Cfa

Steve Trinh, Cfa Email and Phone Number

Portfolio Manager at Navalign Wealth Partners @ Navalign Wealth Partners
Steve Trinh, Cfa's Location
West Covina, California, United States, United States
Steve Trinh, Cfa's Contact Details

Steve Trinh, Cfa personal email

Steve Trinh, Cfa phone numbers

About Steve Trinh, Cfa

Financial markets. Corporate finance. And capital allocation.

Steve Trinh, Cfa's Current Company Details
Navalign Wealth Partners

Navalign Wealth Partners

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Portfolio Manager at Navalign Wealth Partners
Steve Trinh, Cfa Work Experience Details
  • Navalign Wealth Partners
    Portfolio Manager
    Navalign Wealth Partners Jan 2019 - Present
    Encino, California, Us
  • Navalign Wealth Partners
    Investment Advisor
    Navalign Wealth Partners Jan 2015 - Dec 2018
    Encino, California, Us
  • All That 'N Dim Sum
    Principal Owner
    All That 'N Dim Sum Feb 2021 - Present
  • The Dim Sum Co.
    Principal Owner
    The Dim Sum Co. Jan 2016 - Present
    Westminster, Ca, Us
  • Pizza Supreme Corporation
    Company Owner
    Pizza Supreme Corporation Oct 2017 - Feb 2023
    West Covina, Ca, Us
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Jun 2012 - Jan 2015
    New York, Ny, Us
  • Koa Corporation
    Associate Designer
    Koa Corporation Jun 2010 - Jun 2012
    Monterey Park, Ca, Us
    • Prepared and designed traffic engineering plans from conceptual stage to final approval using AutoCAD software.• Conduct field checks to verify existing field conditions, and to ensure feasibility of new plan designs.• Analyzed and proposed project budgets and addendums which resulted in profits for 100% of the projects assigned. • Prepared cost estimates for projects to be developed which produced an average cost savings of 10% per project.
  • Koa Corporation
    Assistant Designer
    Koa Corporation Jun 2005 - Jun 2010
    Monterey Park, Ca, Us
  • Koa Corporation
    Seasonal Intern
    Koa Corporation Jun 2001 - Jun 2005
    Monterey Park, Ca, Us

Steve Trinh, Cfa Skills

Investments Asset Management Risk Management Bloomberg Finance Wealth Management Portfolio Management Value Investing Investment Management Microsoft Office Mutual Funds Microsoft Excel Equities Asset Allocation Stocks Municipal Bonds Risk Analysis 401k Iras Retirement Investment Strategies Fixed Income Bonds Financial Analysis

Steve Trinh, Cfa Education Details

  • University Of California, Riverside
    University Of California, Riverside
    Economics
  • Cfa Institute
    Cfa Institute
    2017 Level Iii Candidate In The Cfa Program
  • Cfa Institute
    Cfa Institute
    2016 Level Ii Candidate In The Cfa Program
  • Cfa Institute
    Cfa Institute
    2015 Level I Candidate In The Cfa Program

Frequently Asked Questions about Steve Trinh, Cfa

What company does Steve Trinh, Cfa work for?

Steve Trinh, Cfa works for Navalign Wealth Partners

What is Steve Trinh, Cfa's role at the current company?

Steve Trinh, Cfa's current role is Portfolio Manager at Navalign Wealth Partners.

What is Steve Trinh, Cfa's email address?

Steve Trinh, Cfa's email address is st****@****ail.com

What is Steve Trinh, Cfa's direct phone number?

Steve Trinh, Cfa's direct phone number is +181872*****

What schools did Steve Trinh, Cfa attend?

Steve Trinh, Cfa attended University Of California, Riverside, Cfa Institute, Cfa Institute, Cfa Institute.

What are some of Steve Trinh, Cfa's interests?

Steve Trinh, Cfa has interest in Nba, Nfl, Android, Stocks, Bonds, Deep Sea Fishing.

What skills is Steve Trinh, Cfa known for?

Steve Trinh, Cfa has skills like Investments, Asset Management, Risk Management, Bloomberg, Finance, Wealth Management, Portfolio Management, Value Investing, Investment Management, Microsoft Office, Mutual Funds, Microsoft Excel.

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