Andy Trinh Cim®

Andy Trinh Cim® Email and Phone Number

Associate Portfolio Manager with expertise in Portfolio Construction and Investment Strategies @ Oakwater Wealth Counsel - Harbourfront Wealth Management
Andy Trinh Cim®'s Location
Vancouver, British Columbia, Canada, Canada
Andy Trinh Cim®'s Contact Details

Andy Trinh Cim® work email

Andy Trinh Cim® personal email

n/a
About Andy Trinh Cim®

With a solid foundation in financial planning and strategic portfolio management, my tenure at Oakwater Wealth Counsel - Harbourfront Wealth Management has honed my expertise in delivering top-tier financial advice. I've leveraged the experience, knowledge, and skills I gained through my 10+ years in the financial industry to provide bespoke investment strategies that resonate with our clientele's diverse needs. The core of my professional ethos lies in challenging industry norms to enhance client service. My background in marketing communications further strengthens my ability to craft clear, client-focused narratives that demystify the complexities of investment, driving informed decision-making. Our team's success is a testament to the collaborative approach we employ to achieve financial milestones, with an unwavering dedication to client empowerment.I hold the Chartered Investment Manager (CIM) designation and is currently working towards my CFA designation.

Andy Trinh Cim®'s Current Company Details
Oakwater Wealth Counsel - Harbourfront Wealth Management

Oakwater Wealth Counsel - Harbourfront Wealth Management

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Associate Portfolio Manager with expertise in Portfolio Construction and Investment Strategies
Andy Trinh Cim® Work Experience Details
  • Oakwater Wealth Counsel - Harbourfront Wealth Management
    Associate Portfolio Manager
    Oakwater Wealth Counsel - Harbourfront Wealth Management Jul 2024 - Present
    Vancouver, British Columbia, Canada
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  • Harbourfront Wealth Management
    Associate Portfolio Manager
    Harbourfront Wealth Management Jul 2024 - Present
    Vancouver, British Columbia, Canada
    View

Andy Trinh Cim® Skills

Sales Customer Service Financial Services Investments Customer Experience Finance Customer Satisfaction Time Management Strategic Financial Planning Investor Relations Insurance Business Communications Team Leadership Selling Marketing Communications Internal Communications Communications Planning Corporate Social Responsibility Financial Planning Training Strategic Communications Strategic Planning Private Equity Trading

Andy Trinh Cim® Education Details

Frequently Asked Questions about Andy Trinh Cim®

What company does Andy Trinh Cim® work for?

Andy Trinh Cim® works for Oakwater Wealth Counsel - Harbourfront Wealth Management

What is Andy Trinh Cim®'s role at the current company?

Andy Trinh Cim®'s current role is Associate Portfolio Manager with expertise in Portfolio Construction and Investment Strategies.

What is Andy Trinh Cim®'s email address?

Andy Trinh Cim®'s email address is an****@****ial.com

What schools did Andy Trinh Cim® attend?

Andy Trinh Cim® attended Canadian Securities Institute, Brainstation, Simon Fraser University, Capilano University, Ifse Institute Canada.

What are some of Andy Trinh Cim®'s interests?

Andy Trinh Cim® has interest in Networking, Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Boxing, Environment, Reading.

What skills is Andy Trinh Cim® known for?

Andy Trinh Cim® has skills like Sales, Customer Service, Financial Services, Investments, Customer Experience, Finance, Customer Satisfaction, Time Management, Strategic Financial Planning, Investor Relations, Insurance, Business Communications.

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