Toan Le personal email
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Toan Duc Le is a recent graduate from the State University of New York at Plattsburgh where he received his Bachelor of Science (Magna Cum Laude) in Finance and Economics. As a young dedicated professional and a thriving Financial Analyst, Toan has developed strong analytical and problem solving skills through his college career. Toan has acquired solid knowledge on portfolio management, alternative investments, financial derivatives stock market analysis, money and capital markets, and corporate finance. He is efficient in financial modeling and valuation using Excel, PivotTable, VLOOKUP, Microsoft Office and in tax preparation for non-resident aliens using the Foreign National Tax Resource (FNTR) from Windstar.Toan has a wide range of experiences in financial model and valuation, technical and fundamental analysis, asset valuation, equity research and tax reports. His remarkable finance and accounting work experiences include Financial Analyst Intern at Donlan and Barcomb Investment Services and Non-Resident Alien Tax Intern at Global Education Office. Toan is an extremely self-motivated individual who is driven by commitment to excellence. His superb work ethic and leadership skills are established and constantly sharpened through his leadership positions as a Resident Assistant, a Co-Founder/President of V-Nation organization and a Voting Member of Student Association Finance Board on campus. He also has a great mental capacity to learning and thrives above and beyond in chaotic working situations to create great value for his employers. Toan is currently a MBA candidate at Regis University.Should you need more information, you can reach Toanby phone at (720) 206-5424 or by e-mail at Toanducle94@gmail.com
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Executive AssistantBrokers Guild Real EstateDenver, Co, Us -
Executive AssistantBrokers Guild Real Estate Aug 2016 - PresentDenver, Colorado, United States -
Financial AdvisorTransamerica Financial Advisors, Inc. Aug 2015 - Aug 2016Greater Denver Area -
Customer Service RepresentativeWells Fargo Oct 2015 - Jul 2016Greater Denver Area -
Investment Analyst - Student Managed Investment PortfolioSuny Plattsburgh Aug 2014 - Jun 2015Plattsburgh, Ny•Conducted extensive research on consumer electronics sector and managed an endowment fund worth of $10,000 in assets•Realized 7.06% of return in Adirondack Cup small cap stock picking competition against other 17 business schools in the region during a 7-month period (October 2014 to April 2015)•Performed comprehensive research on Apple Inc. (AAPL) with an emphasis on Business Operations, Industry, Risk Factors and utilized key performing statistics and market ratios to present investment thesis to the SUNY Plattsburgh faculty panel -
Non-Resident Alien Tax Intern, Global Education OfficeSuny Plattsburgh Feb 2014 - Jun 2015Plattsburgh, Ny•Assembled tax documents and assisted with the preparation and filing of US Federal Tax returns for 400 Non-Resident Aliens using the Foreign National Tax Resource software from Windstar •Designed and conducted 4 tax workshops for 10 to 30 Non-Resident Aliens on a weekly basis•Successfully delivered personalized individual appointments to assist international students with the proper filling of their federal income taxes•Researched international tax law and withholding information through the IRS tax publications•Lauded for commitments and compassion to the work and confirmed to be re-hired for 2015 -
Resident Assistant Of Banks Hall, Housing And Residence LifeSuny Plattsburgh Aug 2014 - May 2015Plattsburgh, Ny•Provided mentorship, leadership and referred support resources to 35+ residential students •Planned, executed, evaluated 15+ residential programs and exceeded requirements by 300%•Acted as a liaison between the college, the Housing and Residence Life staff and the residents •Enforced college policy with highest integrity and minimized judicial referral to 1 per semester•Worked on multiple assignments and competed 100% work assigned before deadlines•Attended 10+ professional development events to train and equip myself with leadership skills•Awarded "Programmer of the Semester" Spring 2015 for providing residents with quality programs -
Admissions AmbassadorSuny Plattsburgh Aug 2014 - May 2015Plattsburgh, Ny•Participated in 35+ admission panels to answer questions about academics and student life•Led 50+ campus tours and special tours for perspective domestic and international students•Assisted to organize 15+ Special Group Visitations, Open House and Scholar's Weekend •Hosted 4+ high school students overnight to have them truly experience college life•Featured on Plattsburgh website's front page and on Cardinal Points as a standout senior•Interviewed by the Mountain Lake PBS and appeared under Local Stories on the website•Actively engaged in social media network by posting college moments weekly on Facebook with hashtag plattslife and created footages to feature campus events and facility. -
Founder & PresidentV-Nation: Vietnamese Student Association At Suny Plattsburgh Feb 2014 - May 2015Plattsburgh, NyMission: To promote interest in Vietnamese culture, offer cultural exchange activities, engage in community services and broaden networking opportunities and leadership development•Led and managed a team comprised of 8 well-grounded officers and created monthly professional development programs •Wrote V-Nation constitution and directed V-Nation from a provisional club to an official organization•Conducted weekly officers meetings and club meetings for 50+ members•Planned and executed Lunar New Year Festival and Asian Performing Night with 100+ participants•Requested funding for special events, planned budget and successful acquired $4,000 for next year •Performed monthly evaluation for 8 officers and quality control on content presented to members•Conducted research and presented topics on Vietnamese culture, language, history and music •Raised approximately $500 in philanthropy to St. Jude Children's Research Hospital•Represented as Team Captain in Relay For Life and raised $250 towards American Cancer Society•Awarded "Best New Club" in 2015 and "Best President of V-Nation History"
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Voting MemberStudent Association 51St And 52Nd Legislation Finance Board Aug 2013 - May 2015Plattsburgh, Ny•Made decisions to allocate $1.1 million to the best interest of student body and college•Analyzed requests and voted on approval or denial of $40,000 additional allocation and travel grant •Attended budget hearings and allocated money for 100+ organizations for the following year•Analyzed the current year budget and forecast the budget for the next fiscal year•Monitored and handled line item transfers with in-depth considerations and judgment to avoid fraud •Represented the student voice and recommended budgets to the Student Association
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Financial Analyst InternDonlan And Barcomb Investment Services Aug 2014 - Dec 201446 Brinkerhoff St, Plattsburgh, Ny 12901•Conducted research in 260 potential stocks weekly for clients using Investor's Business Daily, Morningstar, Valueline, S&P The Outlook and Yahoo! Finance.•Revised weekly the Focus List (33 stocks, worth $340,000) and the Top Focus List (17 stocks, worth $190,000). The two portfolios have returned that constantly outperformed the market indices; the Top Focus List return peaked at 14.94% which was 6.12% higher than the S&P 500 and 10.78% higher than the DJIA (Sep 19th, 2014)•Conducted fundamental analysis on Goodyear Tires by utilizing the Market Ratio Model as the main method of evaluation. The intrinsic value of GT was more than $40 based on Price-Earning Model and the stock was undervalued, currently priced at $27.41 (Nov 28th, 2014. A strong-buy was recommended for GT to investors.•Added Sector/Industry feature into the spreadsheet to ensure diversified portfolios and updated the broker with world market on stock indices, currencies and macroeconomic events including Fed initiatives, quantitative easing, interest rate, GDP that affected the performance of the stock market•Made timely and informed sales of energy stocks by analyzing the oil prices dropped on occasion of OPEC members playing the energy game to minimize loss from decreasing stock prices.
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Finance Tutor, The Claude J. Clark Learning CenterSuny Plattsburgh Feb 2014 - May 2014Plattsburgh, Ny•Assisted 5 students weekly to comprehend core concepts and formulas in Principles of Finance, including Time Value of Money, Financial Management, Stocks and Bonds Valuation, etc.•Levered 20% of finance-major and non-major tutees to earn A in their classes •Effectively developed and instructed students with different learning styles to achieve the best strategies to succeed in college •Recognized as Certified Tutor, Level I from College Reading and Learning Association•Awarded Certificate of Appreciation for hard work and dedication to the Claude J. Clark Center -
Student Ambassador - Multicultural Specialist, Student SuccessPierce College District 11 Jun 2012 - Jun 2013Lakewood, Wa•Led New Student Orientations for 30 to 100 new coming students on a weekly basis•Conducted 60+ campus tours for perspective high school students •Assisted Student Success department to provide students with online services resources and increased social media outreach to 200%•Promoted success strategies to students of color, ESL, international students and increased awareness of ethnic scholarship and celebration of cultural heritage days•Evaluated team colleagues' work and discussed tactics to tackle emerged issues•Participated in Pierce College International Education video to promote its quality education to students around the globe -
Accounting/Economics/Business Tutor, Academic Support CenterPierce College District 11 Jan 2012 - Jun 2012Lakewood, Wa•Assisted 20 fellow students who struggled in Accounting, Economics and Business to acquire comprehension in these subjects throughout the academic semester •Effectively promoted and developed essential academic skills (time management, motivation, etc.) among students and helped them succeed in higher education environment•Worked with students to accomplish the best viable results by levering them to top 20 of classes
Toan Le Skills
Toan Le Education Details
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Gpa: 3.82. Graduated Magna Cum Laude -
Gpa: 3.97. Graduated Summa Cum Laude
Frequently Asked Questions about Toan Le
What company does Toan Le work for?
Toan Le works for Brokers Guild Real Estate
What is Toan Le's role at the current company?
Toan Le's current role is Executive Assistant.
What is Toan Le's email address?
Toan Le's email address is to****@****ail.com
What schools did Toan Le attend?
Toan Le attended State University Of New York College At Plattsburgh, Pierce College At Fort Steilacoom.
What are some of Toan Le's interests?
Toan Le has interest in Work Out, Reading Books And Financial News, Karate.
What skills is Toan Le known for?
Toan Le has skills like Public Speaking, Microsoft Office, Leadership, Time Management, Economics, Research, Powerpoint, Financial Analysis, Customer Service, Social Media, Portfolio Management, Event Planning.
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