Preview Resume

2018

Last Position : Limited Broker Dealer and Underwriter

Period : May 2018  to  Present

Job Description :

- Coordinator between company and asset manager company AMC, do everything with AMC on behalf of bank such as new products fund, agent fee, negotiatediscuss issue or policy if have. - Control policy and regulation to comply under the SEC and BoT by working with compliance and legal department, including to make a LBDUs manual. - Addition fund product from our AMC, filter and screen funds, are interesting and provide customers with more possibilities under policy of fair dealing. - Centralized for support branch of bank, to be back-office for support information and be front-office contact direct to customer when the branch does not have IC staff. - Provide and control system of fund work with IT team, which is convenience staff to make a transaction fund and store the data. - Use the data for analyze and forecast trend behavior of banks customer. Planning the sales strategy and marketing to promote the fund product to both internal and external banks. - Provide monthly quarterly report for internal bank both excel and ppt and half year report for SEC excel. - Training branchs staffs such as how to sale funds, process of transaction, new products and step to read fund fact sheet. - BCP-Coordinator for consumer product field, Coordinator with operation risk management to provide BIA Business Impact Analysis and BCP Business Continuity Plan for consumer product field deposit team, LBDU team, insurance team and personal loan team

2017

Last Position : Investment Banking IB Support

Period : July 2017  to March 2018

Job Description :

IPO team - Provide a data support for team of Initial Public Offering IPO such as ppt presentation about road and timeline to IPO in SET-mai market before going to company customer meeting. - Collect the filing data at website of SEC for update new IPOs Monthly report. - Company visits and due diligence on-site to collect direct and inside information from executive with the team. - Analyze data in order to carry out various processes such as reorganization, due diligence, and financial modeling. In addition, there is a method for estimating property valuation and entry into the market. Present the findings of the analysis to the leader using a power point presentation. BE team - Provide a summary report for BOD approval, including company details, financials, company structure, request details, and company risk. - Control data excel file about issue, issuer, maturity date, roll-over date and fees. - Company visits and due diligence on-site to collect direct and inside information from executive with team. - Coordinate with our agent for keep process going on smooth.

Last Position : Investment Banking

Period : July 2017  to March 2018

Job Description :

IPO team - Provide a data support for team of Initial Public Offering IPO such as ppt presentation about road and timeline to IPO in SET-mai market before going to company customer meeting. - Collect the filing data at website of SEC for update new IPOs Monthly report. - Company visits and due diligence on-site to collect direct and inside information from executive with the team. - Analyze data in order to carry out various processes such as reorganization, due diligence, and financial modeling. In addition, there is a method for estimating property valuation and entry into the market. Present the findings of the analysis to the leader using a power point presentation. BE team - Provide a summary report for BOD approval, including company details, financials, company structure, request details, and company risk. - Control data excel file about issue, issuer, maturity date, roll-over date and fees. - Company visits and due diligence on-site to collect direct and inside information from executive with team. - Coordinate with our agent for keep process going on smooth.

2016

Last Position : Investment Consultant IC

Period : February 2016  to June 2017

Job Description :

- Provide clients trading recommendation, technical support, and general services on purchased or sales of stocks. - Always be learning and studying about economic news, whether its worldwide or a new trend. - Develop and manage relationships with customer direct sell or service outside sometimes. - Assistance Teacher TA for seminar of securities, course about basic of fundamental and technical trading. - Provide an investment plan, locate and analyze the company, and re-search the company for target price, future project, valuation, and financial estimates in order to provide information to customers.

Last Position : Investment Consultant

Period : February 2016  to June 2017

Job Description :

- Provide clients trading recommendation, technical support, and general services on purchased or sales of stocks. - Always be learning and studying about economic news, whether its worldwide or a new trend. - Develop and manage relationships with customer direct sell or service outside sometimes. - Assistance Teacher TA for seminar of securities, course about basic of fundamental and technical trading. - Provide an investment plan, locate and analyze the company, and re-search the company for target price, future project, valuation, and financial estimates in order to provide information to customers.