Tommy Nguyen
Portfolio Analyst @ Key Private Bank | MBA, BS in Finance
- Role
- Portfolio Analyst at Key Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Tommy Nguyen
As a Portfolio Analyst at Key Private Bank, I supported the development and execution of…
Experience
Portfolio Analyst
Nov 2022 — Present · Portland, ME, US
In my current role, I develop tailored investment goals, asset allocation strategies, and manager structures aligned with each client’s objectives. I conduct ongoing portfolio reviews to evaluate performance, recommend rebalancing or allocation changes, and ensure alignment with client risk profiles and investment policies. I also support SMA operations by coordinating account implementation, facilitating trades, and ensuring accuracy across performance reporting and compliance processes. My work combines analytical rigor with a client-focused approach to deliver high-quality investment support and operational excellence.
Education
University of Maine
Master of Business Administration - MBA
2020 — 2022
University of Maine
Bachelor of Science - BS
2016 — 2020
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