- Went through an intensive three-month tax training and passed Basic tax law, Standards of Conduct, and Intake, Interview, & Quality Review IRS Certifications- Build trust with clients by using active listening skills. Interviewed clients regarding all income, deductions, and credits, directly prepared taxpayers’ federal and state tax returns, and answered tax related questions

- Conducted a comprehensive research on the Vietnamese dairy industry, encompassing in-depth financial analysis, evaluation of competitive advantages, and assessment of management teams for five companies.- Employed DCF valuations to provide investing ideas to portfolio management team- Analyzed newly released second-quarter reports to identify potential investment opportunities for equity trading division- Collaborated with senior analysts to develop presentations on the maritime and pharmaceutical industries, compiled reports from diverse data sources, and participated in public companies’ Q2 earnings calls