Thien Le Email & Phone Number

New York, Ny, Us

New York, Ny, Us

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New York, Ny, Us

* Vice President, Wealth Management National Sales | New York- Business development focusing on retirement planning- Developed sales strategy and execution of Goals-Based Wealth Management - Organized and managed client events and roadshows * Head of WM Capital Markets Fixed Income Program Management Team | New York- Led strategic fixed income projects in the Capital Markets Group- Integrated complex trading businesses and enhanced sales and trading experience- Managed electronic commerce network trading partners relationships* Fixed Income Trader in PWM Asia | Hong Kong- Traded fixed income products for clients in Asia - Organized roadshows of fixed income new issues to investment representatives and PWM clients* Sales Analyst in PWM Asia | Hong Kong- Covered Hong Kong expats and Vietnam ultra-high net worth clients- Provided sales support and investment analysis to sales teams in servicing Asian clients- Organized and arranged roadshows for Private Equity funds to meet with PWM clients* Business Analyst, Business Management & Project Management | New York, Hong Kong, Singapore, Hanoi, and London- Launched and implemented complex new banking platform in Asia, which complied with the four major banking regulators- Successfully managed joint venture integration with a brokerage firm in Vietnam- Provided a front to back business process solution for clients to open new brokerage and retirement accounts- Conducted demo/presentation to clients on their investments and portfolio managementOther leadership activities: - A member of the Environment and Social Finance Forum Steering Committee in New York- Spearheaded the formation of Environment and Social Finance Forum in Asia- Organized impact investing and microfinance forums - Founded the Morgan Stanley Alpha Girls Pay It Forward and collaborated with Girls Inc. of NYC- Won first place in the Global Sustainability Strategy Challenge in New York- Won Top 10 firmwide volunteer of the year

Vice Chair, Finance CommitteeAudit CommitteeExternal Affairs Committee

* Oversee microfinance projects in rural Vietnam with focus on women raising goats and pigs* Built hundreds of schools and provided thousands of scholarships to kids * Organized and led disaster relief and medical missions to serve more than 10,000 typhoon/cyclone victims in Vietnam and Myanmar by providing food supplies and other necessities* Rang the Closing Bell at the New York Stock Exchange (NYSE) in celebration of 10-year anniversary* Founded by Chinh E. Chu and Kathy Chu in 1999

Bachelor Of Arts, Economics And East Asian Studies

Certificate In Financial Planning

Young Scholar Program