Helena Pham
Fife,
Washington 98424
*******@*****.***
SUMMARY A team player with excellent communication and organization
skills, details
oriented with the ability to provided strategic
time management needs
clients, skills at learning new concepts
quickly and the ability to work in
demanding multi-tasking environment.
EDUCATION: Rice University
February 9, 2012 to May 2012
Certified Financial Analyst Level 1
coursework
Houston Baptist University
BBA Finance/Business Administration
September, 2005 to May 2010
Houston, Texas
EXPERIENCE: Wells Fargo
May, 2012 to February 2013
Personal Banker
Houston, Texas
. Managed customers relationship with bank services and cross-
sold all products and services
. Developed and maintained relationships with Wells Fargo
partners to maximize sales opportunities such as mortgage,
financial consultant, and private bankers.
. Provided broad base of financial and credit services with the
goals of acquiring 100% of the customers' business.
. Used profiling analysis tools to identify cross sell
opportunities and made outbound sales calls typically by
phone to increase product per customers.
. Responsibilities to handle all confidential information
within the work place. Well versed with Microsoft office,
50wpm.
TPC Group Inc.
June, 2011 to December 2011
Contract Position/Assistant to
Director of Finance
Houston, Texas
. Assisted in the preparation of monthly internal financial
statement
. SEC 10-Q report and 10-K annual report.
. Analyzed account for explaining variances between periods and
performed various
. researches within the SEC filings
. 10-K wizard and the SEC web site.
. Various other duties as assigned.
NPV Enterprise Incorporated
September 2009 to May 2010
Internship
Houston, Texas
. Served as information and communication assistant to the
manager for the office scheduling management meetings and
appointments.
. Managed projects, organized and maintained records and
electronic files, conducted research.
. Disseminated information via telephone, mail services, web
sites, and e-mail.
. Performed finance and accounting duties.
. Account receivable and account payable.
Saigon Restaurant/Family Owned Establishment
December 1999 to May 2003
Manager
Seattle, Washington
. Directed, managed and scheduled all business activities.
Responsibilities included the maintenance and organization of
stock, ordering supplies and equipment, maintaining compliance
in the areas of health inspection and safety precautions:
resolved and mitigated any employee or customer needs or
issues.
. Hired and supervised the training of new staff members,
developed and promoted a "team" environment and managed pay
roll
Real Estate Agent
November 1993 to August 1999
Independent Contractor
Houston, Texas
. Tracked, analyzed and provided market activity commensurate
with the needs of client buyers and sellers.
. Maintained marketing and negotiation skills.
. Assisted clients with contracts, negotiation, and inspection
and closing processes.
. Maintained continuing education program to stay current with
changing laws, regulations and the market.
COMPUTER SKILLS: Windows 7 and Vista, MS Word, Excel, and PowerPoint.
LANGUAGES: English and Vietnamese
COMMUNITY
ACTIVITY: Volunteer at University Place Retirement Home
Houston, Texas
Volunteer at Saint Cyril of Alexandria
Houston, Texas
References available upon request