Huyen P.

Huyen P. has a strong background in financial planning and analysis. Huyen started their career at Value Line, Inc as the Asst. Supervisor of the Mutual Funds Data Department. Huyen then moved on to KeyPoint Credit Union where they held various roles, including Financial Analyst, Sr. Financial Analyst-Lead, Manager of Financial Planning and Analysis, and most recently, Director of Financial Planning and Analysis. During their time at KeyPoint Credit Union, they were responsible for developing and managing the credit union's annual budget, analyzing budget variances, coordinating with department directors on detailed plans and forecasts, and managing liquidity and borrowing capacity. Huyen also played a key role in accounting for the investment portfolio, reconciling various accounts, and ensuring the accuracy of monthly financial statements.

Huyen P. completed a Bachelor of Arts degree in Finance from the New York Institute of Technology (NYIT) in New York, NY, from 1993 to 1997. During the same time period, they also obtained a Bachelor of Science degree in Management Information System (MIS) from NYIT. In 2005, Huyen P. gained certifications for Microsoft Excel and Microsoft Access from New Horizon. Furthermore, in 2017, they attended the FTN Investment School at First Tennessee Financial, although no specific degree was mentioned in the provided information.