DDB Resume 2016
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David Bui [email protected] 4906 Tennille Ct. Charlotte, NC 28212 919.961.4218 EDUCATION North Carolina State University, Raleigh, NC B.S. in Business Management May 2005 Concentration: Finance OBJECTIVE To obtain a position where I can utilize my account management, data maintenance, technical skill-sets, and customer support experience to contribute and add value to the company. EXPERIENCE Raleigh Operations Manager 03/2015 – 12/2015 o AllBack Office Consulting, LLC Managed a team of operations associates I (3-6 members) Created internal initiatives and infrastructure support Including training schedule for new hires and on-going training Implemented resumption plans for certain processes Delegated and Managed special data mining projects to produce output Reviewed Employee Performance Responsible for interviewing and hiring new employees Technology Advisor | Account Manager II 12/2012 –12/2015 o AllBack Office Consulting, LLC Provided operational support to other technology advisors Assisted internally with IT infrastructure support for the company Managed between 3-13 client accounts Reconciled daily financial data Processed monthly and quarterly billing and reporting Assessed client issues/requests and executed on providing solutions Managed multiple projects to meet deadlines Resolved complex issues through SQL data mining and queries Assessed client issues and provided support for web-based applications and IT issues Senior Operations Analyst 07/2011 – 02/2012 o Tamarac, Inc. Managed client relationships as Primary Point of Contact for 10-15 clients Conducted internal training for current and new employees Performed daily data maintenance tasks including: Reconciling daily financial activity and data Producing client-facing reports and management fee invoices Conducted Initial Interview Screens for new hires Technical Client Services Specialist II 07/2008 – 07/2011 o Schwab Performance Technologies Provided IT/software technical support for PortfolioCenter and PortfolioCenter Relationship Manager CRM programs Conducted consulting/training in-house and externally at client offices Provided web-based training on specialized topics/functions of the software Assisted marketing/documentation specialist with official Best Practices documents
Transcript of DDB Resume 2016
David Bui [email protected]
4906 Tennille Ct.
Charlotte, NC 28212
919.961.4218
EDUCATION North Carolina State University, Raleigh, NC
B.S. in Business Management May 2005 Concentration: Finance
OBJECTIVE To obtain a position where I can utilize my account management, data maintenance, technical skill-sets, and customer support experience to contribute and add value to the company.
EXPERIENCE
Raleigh Operations Manager 03/2015 – 12/2015
o AllBack Office Consulting, LLC
Managed a team of operations associates I (3-6 members)
Created internal initiatives and infrastructure support
Including training schedule for new hires and on-going training
Implemented resumption plans for certain processes
Delegated and Managed special data mining projects to produce output
Reviewed Employee Performance
Responsible for interviewing and hiring new employees
Technology Advisor | Account Manager II 12/2012 –12/2015
o AllBack Office Consulting, LLC
Provided operational support to other technology advisors
Assisted internally with IT infrastructure support for the company
Managed between 3-13 client accounts Reconciled daily financial data
Processed monthly and quarterly billing and reporting
Assessed client issues/requests and executed on providing solutions
Managed multiple projects to meet deadlines
Resolved complex issues through SQL data mining and queries
Assessed client issues and provided support for web-based applications and IT issues
Senior Operations Analyst 07/2011 – 02/2012
o Tamarac, Inc.
Managed client relationships as Primary Point of Contact for 10-15 clients
Conducted internal training for current and new employees
Performed daily data maintenance tasks including:
Reconciling daily financial activity and data
Producing client-facing reports and management fee invoices
Conducted Initial Interview Screens for new hires
Technical Client Services Specialist II 07/2008 – 07/2011
o Schwab Performance Technologies
Provided IT/software technical support for PortfolioCenter and PortfolioCenter Relationship Manager CRM programs
Conducted consulting/training in-house and externally at client offices
Provided web-based training on specialized topics/functions of the software Assisted marketing/documentation specialist with official Best Practices documents
o Schwab Performance Technologies Select Service
Acted as a specialized Point of Contact for specific Investment Advisory firms using PortfolioCenter software
Conducted webcast training as part of the Select Service offering
Served as a Point of Contact for Third Party partners/vendors to assist with technical support issues
o Schwab Performance Technologies PortfolioServices
Performed daily data management on financial activity
Produced client-facing reports for advisors using the web-hosted solution
Conducted internal training for current and new employees
Prepped Client databases and hosted-website through implementation
Clients were then transitioned to the Service Team upon completion
Technical Support Associate I 11/2005 - 07/2008
o Schwab Performance Technologies
Communicated with a variety of clients on a day to day basis
Assisted clients basic network troubleshooting
Provided IT/software support for Portfolio Center/ Centerpiece programs
SOFTWARE PROFICIENCY
Proficient in Microsoft Word, Excel, PowerPoint, Access
Basic understanding of Microsoft SQL Server and SQL tools Microsoft Live Meeting, Cisco Webex, Citrix GoToAssist, Citrix GoToMeeting
PortfolioCenter, Centerpiece, PortfolioCenter-Relationship Manager (crm), Junxure (crm)
Microsoft Dynamics CRM
PortfolioServices Web-hosted solution.
Tamarac Rebalancer, Tamarac AdvisorView Web-hosted Platform
AllBack Office Reportal web-based application Other internal propriety software/systems
REFERENCES AVAILABLE UPON REQUEST
