Toan Duc Le Resume
- 1. 4408 W Exposition Ave Toan Duc Le (253) 267-9232 Denver, CO, 80219 toanducle94@gmail.com http://www.linkedin.com/in/toanducle WORK EXPERIENCE Donlan and Barcomb Investment Services Plattsburgh, NY Financial Analyst Intern Aug 2014 - Dec 2014 Conducted research in 260 stocks, ETFs, Large/Small Cap mutual funds weekly for clients using Investor's Business Daily, Morningstar, Value Line, 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 Top Focus List return peaked at 14.94% (6.12% higher than the S&P 500 & 10.78% higher than the DJIA) Conducted fundamental analysis on Goodyear Tires. The intrinsic value was more than $40 (Price-Earning Model) and the stock was undervalued, priced at $27.41 (11/28/2014). A strong-buy was recommended for GT to investors. State University of New York (SUNY) College at Plattsburgh Plattsburgh, NY Investment Analyst, Student Managed Investment Portfolio Aug 2014 May 2015 Conducted extensive research on consumer electronics 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 Performed comprehensive research on Apple Inc. (AAPL) with an emphasis on Business Operations, Industry, Risk Factors and utilized key performing statistics and market ratios. A buy was recommended to investors Non-Resident Alien Tax Intern, Global Education Office Feb 2014 May 2015 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 Delivered personalized appointments to assist international students with the proper filling of federal income taxes Researched international tax law and withholding information through the IRS tax publications Finance Tutor, The Claude J. Clark Learning Center Feb 2014 - May 2014 Assisted 15 students in principles of finance including time value of money and securities valuation Levered 20% of finance-major and non-major tutees to earn A in their classes Recognized as Certified Tutor, Level I from CRLA and awarded Certificate of Appreciation EDUCATION State University of New York (SUNY) at Plattsburgh - AACSB Accredited Plattsburgh, NY Bachelor of Science in Finance, Economics GPA: 3.82 Magna Cum Laude May 2015 Pierce College Lakewood, WA Associate of Business in Business GPA: 3.97 Summa Cum Laude Jun 2013 PROFESSIONAL DEVELOPMENT Finance Voting Member, Student Association (SA) Finance Board Aug 2013 May 2015 Managed and made decisions to allocate $1.1 million to the best interest of student body and college Analyzed request 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 Co-founder and President, V-Nation: Vietnamese Student Association Feb 2014 May 2015 Led a selective group comprised of 8 well-grounded officers and conducted weekly meetings for 50+ members Successfully planned and executed Lunar New Year Festival and Asian Performing Night with 100+ participants Successful acquired $4,000 for next year; raised $500 to St. Jude Children's Hospital and $250 to American Cancer Society Resident Assistant, Banks Hall Aug 2014 May 2015 Provided mentorship, leadership and referred support resources to 35+ residential students Planned, executed, evaluated 15+ residential programs and exceeded requirements by 300% Worked on multiple leadership assignments and competed 100% work assigned before deadlines LEADERSHIP ACTIVITIES AND ASSOCIATIONS Beta Gamma Sigma (裡) International Honor Society (highest scholastic recognition) May 2015 - Present Phi Kappa Phi (陸陸) Higher Education Honor Society (Top 10 percent of the senior class) May 2015 - Present Omicron Delta Epsilon () International Economics Honor Society May 2014 - Present Omicron Delta Kappa (K) National Leadership Honor Society Nov 2014 - Present Brother of Phi Mu Delta Fraternity Democracy, Service, Brotherhood Feb 2015 - Present Participant of the 22nd and the 23rd annual Student of Color Conference Apr 2012 - Apr 2013 Recipient of Multicultural Leadership Institute training Nov 2011 - Jun 2013 HONORS AND AWARDS Economics and Finance Excellence Award in Finance May 2015 Roger E. Merriam Scholarship, meritorious Economics major recipient May 2014 Redcay Honors Scholarship, honor recipient May 2014 Cornell International Affairs Conference IV, "Best Large Delegation" Oct 2013 Outstanding International Student Award 2012 - 2013, sole recipient Jun 2013 Pierce College Foundation Scholarship 2012-2013, 1 out of 70 recipients May 2012 SPECIAL SKILLS Microsoft Office (Excel, Word, PowerPoint, Access), Financial Model & Valuation, Gretl, Windstar Technical and fundamental analysis, asset valuation, equity research and tax reports Languages: English (fluent), Vietnamese (native), Spanish (basic), Mandarin (basic)