New V. Nguyen

216-***-****

abjia2@r.postjobfree.com

Address:

***** ******* *** *** ****

Rocky River, Ohio 44116

Career Statement

I am a motivated Leader seeking to manage client engagement teams. I’m interested in working with a wide variety of clients to

deliver professional services and lead business development strategies with a focus on excellence.

EXPERIENCE

Institutional/Investments CST, EQUITY TRUST COMPANY: Westlake, OH November 2013 – Present

• Responsible for educating clients with inquiries on building investment strategies within their IRA portfolios

• Provide solutions to concerns while hyper tasking client calls and exceeding Support Center Metrics

• Create and implement strategies for business plans that win new Client relationships while retaining/growing existing

relationships

• Assist Advisors on investment management needs, technology, custody, and the education of IRS regulations

Inspections Team Lead, SAFEGUARD PROPERTIES: Valley View, OH September 2012 – November 2013

• Train/Manage operational team in different system functions and procedures

• Formulate weekly data to forecast an analysis of monthly production

• Implements quality improvement/compliance for internal, and external clients regulated by HUD

• Work with leadership team to develop best practices action plans in exceeding production standards and remedy

maintenance concerns

Underwriter, NATIONWIDE INSURANCE: Highland Hills, OH May 2008 – April 2011

• Formulate strategic guidance and conceptual consulting for consumer and commercial accounts

• Sourced and negotiated pricing through risk management planning.

• Performed technical analysis of various agencies’ programs and communicated their status to develop and implement

annual plans

• Enhanced a performance claims appraisal system to include feedback from employees

• Utilized spreadsheet software to organize claims/loss percentages

Account Manager, BANK OF AMERICA: Beachwood, OH, August 2006 – May 2008

• Maintained monthly goals by intensively selling credit related products

• Quickly promoted to senior level based on outstanding sales

• Mentored and supervised a team of 15 new employees

• Developed training module for new hires to increase sales; achieved all sales goals

• Managed integration of fraud systems project during conversion with MBNA/Bank of America

COMPUTER SKILLS

Software: ADP, Quicken, Microsoft Outlook, INSPI, Lotus Notes, IEX, MS Office Pro 97/2000/2007/2010

Education

Bachelor Of Finance, May 2006

Kent State University, Kent, OH

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