Jimmy Nguyen has been with Capital Advisors Group since early 2017. As Assistant Vice President, Financial Analyst, Jimmy is responsible for compiling various models, as well as analyzing client financials and industry data to draw meaningful conclusions in support of the senior sales team. He also manages the debt consulting process and consults with clients and lenders on meeting a viable debt capital solution.
Prior to joining Capital Advisors Group, Jimmy was at Bank of America for more than 10 years, where he was a Portfolio Management Officer for more than three years. As a Portfolio Management Officer, Jimmy was responsible for underwriting and monitoring approximately 100 credit transactions annually for the commercial banking team in the New England and Upstate New York regions. Before that, Jimmy held various positions within the credit team at Bank of America, with responsibilities including managing the end-to-end credit process (e.g., credit originations, legal documentations, and loan closings), serving as a co-chair on the Bank of America Community Volunteer Committee, and even contributing his knowledge and understanding of trends in Fintech and digital banking.
Jimmy earned a B.A. degree from the University of Rhode of Island and an MBA from Babson College with a concentration in Entrepreneurship.