Calvin Truong
Senior Leader | Wealth Management SAAS | Driving Data-Driven Insights, Team Growth, and Client Success | Expertise in Leadership, Innovation, and Strategic Planning
- Role
- Director of Project Delivery Business Analysis at Docupace
- Location
- Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Calvin Truong
I am a results-oriented leader with over 12 years of experience in wealth management, including 5+ years in leadership roles. With a strong focus on leveraging data insights and team-building strategies, I specialize in helping organizations optimize performance and deliver client-focused solutions. As a senior leader in Wealth Management SAAS, I have a proven track record of driving innovation, fostering collaboration, and mentoring high-performing teams. My passion lies in empowering individuals to grow, succeed, and exceed expectations while delivering measurable outcomes for the business. Key Skills & Strengths: Leadership & Team Building Data-Driven Decision Making Wealth Management Technology Strategic Planning & Execution Stakeholder Engagement
Experience
Director of Project Delivery Business Analysis
Jan 2024 — Present
Education
Iowa State University
Bachelor of Science (BS)
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