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    Trang "Lem" Pham: Education

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    Trang Pham is a finance and accounting student at the University of Texas at Dallas expected to graduate in December 2015 with a 3.977 GPA. She has professional experience as an Operations Associate at Arianna Capital Management and as a Financial Planning & Tax Intern. She also has relevant experience participating in a CME trading competition and conducting stock analysis of Nordstrom. Additionally, she has volunteered as a Tax Preparer for VITA and held leadership roles in student organizations.

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    Trang "Lem" Pham: Education

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    Trang Pham is a finance and accounting student at the University of Texas at Dallas expected to graduate in December 2015 with a 3.977 GPA. She has professional experience as an Operations Associate at Arianna Capital Management and as a Financial Planning & Tax Intern. She also has relevant experience participating in a CME trading competition and conducting stock analysis of Nordstrom. Additionally, she has volunteered as a Tax Preparer for VITA and held leadership roles in student organizations.

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    151121 resume

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    Trang Pham is a finance and accounting student at the University of Texas at Dallas expected to graduate in December 2015 with a 3.977 GPA. She has professional experience as an Operations Associate at Arianna Capital Management and as a Financial Planning & Tax Intern. She also has relevant experience participating in a CME trading competition and conducting stock analysis of Nordstrom. Additionally, she has volunteered as a Tax Preparer for VITA and held leadership roles in student organizations.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    68 views1 page

    Trang "Lem" Pham: Education

    Uploaded by

    api-300944534
    Trang Pham is a finance and accounting student at the University of Texas at Dallas expected to graduate in December 2015 with a 3.977 GPA. She has professional experience as an Operations Associate at Arianna Capital Management and as a Financial Planning & Tax Intern. She also has relevant experience participating in a CME trading competition and conducting stock analysis of Nordstrom. Additionally, she has volunteered as a Tax Preparer for VITA and held leadership roles in student organizations.

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    © All Rights Reserved
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    Download as pdf or txt
    of 1

    TRANG LEM PHAM

    EDUCATION
    The University of Texas at Dallas Jindal School of Management
    Bachelor of Science in Finance
    Bachelor of Science in Accounting
    Minor in Asian Studies
    Vienna University of Economics and Business, Vienna, Austria
    Exchange Student
    Southeast University, Nanjing, China
    Exchange Student

    Expected graduation: Dec 2015


    GPA: 3.977

    Sep 2014 Jan 2015


    Feb 2014 Jul 2014

    PROFESSIONAL EXPERIENCE
    Arianna Capital Management
    Jun 2015 - Present
    Operations Associate
     Assist in building comprehensive cash flow plan for prospects & clients.
     Monitor day-to-day activities in clients accounts.
     Assist in putting trades, re-balancing accounts allocation, and building accounts allocation.
     Assist in tax projection, risk management, and insurance planning.
    Robertson, Griege & Thoele Financial Advisors
    Jan 2015 May 2015
    Financial Planning & Tax Intern
    Mar 2013 Dec 2013
     Assisted with preparing income tax returns for high & ultra-high net worth individuals & entities.
     Compiled Gift Tax summary for clients.
     Calculated and coordinated required minimum distribution requests for IRA accounts.
     Assisted in bill pay process & reconciled clients' accounts.

    RELEVANT PROJECTS
    CME Trading Competition
    Feb 2015 Present
    We are participating in a four-week electronic trading competition, where we can trade futures from multiple
    asset classes in a simulated trading environment using CQG platform.
    Nordstrom Stock Analysis & Valuation
    Oct 2013 Dec 2013
    We did the fundamental analysis using several methods and different approaches to evaluate the intrinsic value
    of Nordstrom, a large-cap common stock. We also issued a buy/sell recommendation for the stock.

    VOLUNTEER
    Volunteer Income Tax Assistance (VITA) Program
    Tax Preparer
     Analyzed tax documents and calculated the returns for customers.
     Interpreted policies of tax-return for a diverse group of customers.

    Jan 2012 Apr 2012

    ACTIVITIES
    
    
    

    President at Vietnamese International Network of Culture, Education, and


    Friendship (VINCEF)
    Member of Financial Leadership Association (FLA)
    Naveen Jindal School of Management Deans Council

    Sep 2012 Dec 2013


    Sep 2012 Dec 2013
    Mar 2012 Dec 2013

    HONORS AND AWARDS


    
    
    
    

    Selected for Davidson Management Honors Program


    Recipient of Academic Excellence Scholarship Distinction
    Recipient of Global Experience Scholarship
    Sixth Place at Texas Ballroom Dancing Competition Austin Open 2013

    Aug 2011 Present


    Aug 2011 Present
    Jul 2014
    Apr 2013

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