Minh is a goal-oriented finance professional with a Bachelor of Business Administration in Finance from the University of Houston-Downtown’s Marilyn Davies College of Business, where he earned Dean’s List recognition in Fall 2022. With hands-on experience in securities administration and business analysis, he brings a strong foundation in financial reporting, data analysis, and collaborative problem-solving to every role.

Most recently, Minh served as a Securities Admin Services Analyst II at Computershare, where he played a key role in facilitating loan funding and security payments. He conducted detailed financial reconciliations, collaborated with major external stakeholders like UBS and Virtus Investment Partners, and utilized advanced financial platforms such as SEI Trust 3000 and Deloitte’s CDO Fusion. His work ensured accurate investor reporting and compliance with regulatory standards, demonstrating a strong grasp of financial operations and trust accounting.

His academic background includes high-impact projects like a financial performance analysis of Costco and the creation of a comprehensive investment plan using Value Line methodology. These experiences reflect his proficiency in financial modeling, portfolio management, and data visualization using tools such as Excel, Qualtrics, and Yahoo Finance.