TRANG LEM PHAM

EDUCATION
The University of Texas at Dallas Jindal School of Management
Bachelor of Science in Finance
Bachelor of Science in Accounting
Minor in Asian Studies
Vienna University of Economics and Business, Vienna, Austria
Exchange Student
Southeast University, Nanjing, China
Exchange Student

Expected graduation: Dec 2015

GPA: 3.977

Sep 2014 Jan 2015

Feb 2014 Jul 2014

PROFESSIONAL EXPERIENCE
Arianna Capital Management
Jun 2015 - Present
Operations Associate

Assist in building comprehensive cash flow plan for prospects & clients.

Monitor day-to-day activities in clients accounts.

Assist in putting trades, re-balancing accounts allocation, and building accounts allocation.

Assist in tax projection, risk management, and insurance planning.
Robertson, Griege & Thoele Financial Advisors
Jan 2015 May 2015
Financial Planning & Tax Intern
Mar 2013 Dec 2013

Assisted with preparing income tax returns for high & ultra-high net worth individuals & entities.

Compiled Gift Tax summary for clients.

Calculated and coordinated required minimum distribution requests for IRA accounts.

Assisted in bill pay process & reconciled clients' accounts.

RELEVANT PROJECTS
CME Trading Competition
Feb 2015 Present
We are participating in a four-week electronic trading competition, where we can trade futures from multiple
asset classes in a simulated trading environment using CQG platform.
Nordstrom Stock Analysis & Valuation
Oct 2013 Dec 2013
We did the fundamental analysis using several methods and different approaches to evaluate the intrinsic value
of Nordstrom, a large-cap common stock. We also issued a buy/sell recommendation for the stock.

VOLUNTEER
Volunteer Income Tax Assistance (VITA) Program
Tax Preparer

Analyzed tax documents and calculated the returns for customers.

Interpreted policies of tax-return for a diverse group of customers.

Jan 2012 Apr 2012

ACTIVITIES

President at Vietnamese International Network of Culture, Education, and

Friendship (VINCEF)
Member of Financial Leadership Association (FLA)
Naveen Jindal School of Management Deans Council

Sep 2012 Dec 2013

Sep 2012 Dec 2013
Mar 2012 Dec 2013

HONORS AND AWARDS

Selected for Davidson Management Honors Program

Recipient of Academic Excellence Scholarship Distinction
Recipient of Global Experience Scholarship
Sixth Place at Texas Ballroom Dancing Competition Austin Open 2013

Aug 2011 Present

Aug 2011 Present
Jul 2014
Apr 2013