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Customer Service Employee Relations

Broomfield, CO
September 19, 2018

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Loan Bui

Broomfield, CO *****



To pursue a position in the finance, risk, or insurance industry.

Summary of Qualifications

Bachelor of Science, Business Administration with an emphasis in Finance, Risk Management and Insurance; relevant coursework includes Finance; Financial and Managerial Accounting; Statistics, and Calculus, Physics, Differential Equations, Principles of Risk, Corporate Risk Management, Financial Management, Financial Market Institutions, International Financial MGMT, Investment/portfolio MGMT, Strategic MGMT, Property and Casualty Insurance

Sixteen years of experience in the hospitality and customer service industry working with a diverse clientele; leadership and staff training experience; additional experience with inventory, stocking, credit card accounting, and cash management

Excellent client-facing experience in fast-paced and demanding environments; successful record of client satisfaction

Computer skills include Microsoft Office, MS Access, and MS Excel, @risk, Monte Carlo Simulation

Bilingual in English and Vietnamese

Education and Projects

University of Colorado Denver, Business School, Denver, CO, 2018

Bachelor of Science, Business Administration, Finance, Risk Management and Insurance

Business and Finance Capstone Projects Spring 2018

Starbucks Evaluation

Conducted research on Starbucks 10-k,10-Q, and firms long term objectives

Developed Starbucks existing financial analysis such as ROE, ROA, Debt to Equity, GPM, etc.

Reported on findings and defined meaning of analysis

Established long-term objectives (e.g., profitability, productivity, competitive position, employee development, employee relations, technological leadership, and public responsibility.)

Red Rock Community College, Lakewood, CO, 2016

Pre-Engineering Program

Professional Experience

Premier Group Insurance Oct. 2017-May 2018

Commercial Lines Intern

Accounted for processing transactions on commercial lines policies. Transactions included quotations, new business issuance, policy changes, policy renewals, and premium audits. Along with act in a support role for our Account Executives for tasks that include form letter and memo production, policy/declaration production, and loss run production

Duties included data input, rating, coding, verifying and forms attachment for commercial lines policies

Vito Pini Salon and Spa, VIP Nails 2005-2015

Nancy Nails, Denver, CO, 2000 – 2004

Day-to-Day Operations Manager

Maintained a beneficial and continuous client base business.

Handled any cancellations or rescheduling requests. Maintained an inventory of available supplies and had full knowledge of product line and ingredients in each product

Motivated and coached employees to improve performance and resolved guest complaints or issues

Analyzed weekly and monthly revenues and appointment bookings. Prepared monthly budget and tracked salon expenses

Kept salon operating profitably according to budgetary guidelines and increased business by developing innovative marketing programs

Provided salon safety and implemented risk program to prevent financial losses

RMI Involvement And Certification

CO P&C License NASBA Ethical Leadership Certification

RMI Lockton Shadow day NAPSLO Surplus Lines Certification

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