Thanh Truong, CIM®

Thanh Truong launched her exceptional financial services career in 1999. Along the way she honed her skills within the bank-owned investment firm sector and through the years she gained the perfect skill set for Rosen Group Private Wealth Management.

Since launching her career Thanh has accrued significant experience throughout various levels of the financial services industry, and she has a deep understanding of the fundamentals of financial planning, investment, and wealth management. Her vast expertise has led to her position as Rosen Group Private Wealth Management’s Branch Administrator, and she holds the Chartered Investment Manager (CIM®) designation.

As such you can rest assured that Thanh holds all the qualifications necessary to oversee the Rosen Group Private Wealth Management operations made on behalf of our valued investing clients.

Thanh has in-depth knowledge of regulatory compliance and is adept at evaluating industry trends while at the same time managing risk. On top of Thanh’s elite knowledge of leading-edge investment strategies, she prides herself in her passion for building long-term trust with our valued clients, a cornerstone of the Rosen Group Private Wealth Management philosophy. In short, she is an invaluable asset to our team.

Thanh is the proud mother of three beautiful children. She is a creative thinker who embraces new and challenging experiences, and prides herself on leading a healthy lifestyle.