PN

Peter Nguyen

Director, Trust Accounting at Directed Trust Company

Peter Nguyen is currently the Director of Trust Accounting at Directed IRA | Directed Trust Company since February 2019. Prior to that, he worked as a Financial Advisor at Waddell & Reed and Edward Jones, where he built and maintained client bases, recommended strategies for clients to achieve their financial goals, and prepared financial documents for clients. Before his career in finance, Peter worked as a Manager at Walgreens, where he supervised team members and ensured open communication between management and non-management team members. Peter holds Bachelor's Degrees in Business Administration and Management, as well as Finance and Financial Management Services from W. P. Carey School of Business - Arizona State University.

Links

Previous companies

Edward Jones logo
Waddell & Reed logo

Timeline

  • Director, Trust Accounting

    February, 2019 - present