Peter Truong
Phoenix
Summary
Experienced with strategic planning, organizational leadership, and stakeholder management. Utilizes collaborative approach to drive t performance and achieve company objectives. Track record of effectively managing resources and navigating complex challenges to deliver sustained growth.
Overview
8
8
years of professional experience
Work History
Executive Director
Experior Financial Group
12.2021 - 05.2025
- Oversaw comprehensive financial operations, ensuring accuracy and compliance in all financial duties.
- Delivered insights on long-term financial strategies by leveraging metrics and data analytics to inform decision-making.
- Executed comprehensive fact-finding initiatives to identify long-term goals and inform client needs assessment.
- Facilitated development and oversight of senior management team to enhance performance on key assignments from the insurance company.
- Implemented targeted strategies to improve operational workflows and strengthen client relationships.
- Managed training program design and execution to enhance financial advisors' skills and knowledge.
Inside Sales Development Manager
Accenture
05.2020 - 11.2022
- Coordinated with team members to manage creative deliverables, facilitating timely completion of presentations and projects.
- Operating day-to-day management of clients and campaigns from briefing to delivery at Google, Microsoft and SMB accounts.
- Using technical knowledge and skills to provide strategic planning for clients, teams, and colleagues in the most productive direction for state government sectors.
- Developed targeted outreach strategies to generate qualified leads and enhance sales pipeline.
- Coordinated with marketing teams to align campaigns with sales objectives and improve lead conversion rates.
Admissions Associate
Interactive College of Technology
10.2018 - 04.2021
- Facilitated student admissions processes to enhance enrollment efficiency.
- Analyzed admission trends to inform strategic decision-making and optimize recruitment strategies.
- Coordinated outreach initiatives, increasing prospective student engagement and application submissions.
- Reviewed applications for accuracy and completeness, ensuring compliance with institutional standards.
- Streamlined communication between departments to improve information flow and reduce processing times.
Sales and Marketing Intern
Clockwork Concepts Marketing
01.2019 - 04.2019
- Managed day to day sales, monitoring, and forecasting to better understanding the market.
- Collaborated with marketing team to creatively reach more potential customers.
- Cultivated and deepened client relationships and partnerships that add value, and performed customer acquisition.
Business Development Specialist Intern
Infiniti
04.2018 - 10.2018
- Generated leads and developed opportunities in target market with support of marketing.
- Nurtured and developed relationships with key customer accounts.
- Developed strategic partnerships to enhance market reach and drive revenue growth.
- Conducted market analysis to identify emerging trends and business opportunities.
- Implemented customer relationship management (CRM) strategies to improve client engagement.
Data Analyst Intern
Applications Technology Group
09.2017 - 01.2018
- Oversaw the design and maintenance of data systems and databases to enhance operational efficiency. Led initiatives to troubleshoot coding errors and rectify data-related challenges.
- Utilized statistical methodologies to interpret data sets, emphasizing valuable trends and patterns to support data-driven decision-making.
- Created reports for internal teams and/or external clients. Collaborated with team members to collect and analyze data.
- Analyzed data trends to support decision-making processes.
- Developed visual reports using Tableau for stakeholder presentations.
Education
Bachelor of Science - Finance
Southern New Hampshire University
Hooksett, NH05.2020
Associate of Science - Computer Science
Clayton State University
Morrow, GA05.2018
High School Diploma -
Morrow High School
Morrow, GA05.2012
Skills
- Fluent in Vietnamese and English
- Project management/compliance
- Budgeting and financial management
- Business administration and Anti Money Laundering Certified
- Team leadership, training, and development
- Sales management and organization
- Customer service, client relationship and account management
- Digital marketing proficiency
- Analytical problem solving
- Skilled in Microsoft Word, PowerPoint, and Excel
- Experienced with Salesforce and SalesLoft
- Life and Health insurance license in GA and AZ
Accomplishments
- Mentored new employees and provided detailed feedback on milestones, resulting in an increase in overall job satisfaction within 6 months.
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
Timeline
Executive Director
Experior Financial Group
12.2021 - 05.2025
Inside Sales Development Manager
Accenture
05.2020 - 11.2022
Sales and Marketing Intern
Clockwork Concepts Marketing
01.2019 - 04.2019
Admissions Associate
Interactive College of Technology
10.2018 - 04.2021
Business Development Specialist Intern
Infiniti
04.2018 - 10.2018
Data Analyst Intern
Applications Technology Group
09.2017 - 01.2018
Bachelor of Science - Finance
Southern New Hampshire University
Associate of Science - Computer Science
Clayton State University
High School Diploma -
Morrow High School