Experience

Fortis Lux Financial

• United States
• Financial Services
• 1 - 100 Employee

• Agency Technologies Specialist

  • Feb 2019 - Present

  United States • Complete issues and requests by providing hands-on computer, mobile, printers, and conference room technical support • Assist the workforce with questions to optimize daily operations and measure end-user satisfaction (est. over 400 devices) by diagnosing and troubleshooting day-to-day computer and mobile device IT challenges — from the set-up of new hires • Reduce errors, and improve procedures and end-user experience by assisting with quality assurance. Queue management & assignment… Show more • Complete issues and requests by providing hands-on computer, mobile, printers, and conference room technical support • Assist the workforce with questions to optimize daily operations and measure end-user satisfaction (est. over 400 devices) by diagnosing and troubleshooting day-to-day computer and mobile device IT challenges — from the set-up of new hires • Reduce errors, and improve procedures and end-user experience by assisting with quality assurance. Queue management & assignment of tickets for technicians supporting multiple locations • Ensure team members complete assigned financial industry updates and regulations by providing guidance on training

• New Business Analyst

  • Sep 2017 - Present

  Greater New York City Area • Eliminated NIGOs and avoided process delay by providing guidelines to assist advisors and their assistants on applications, products purchase suitability and compliance requirements • Provided an effective follow-up strategy and increase the efficiency of workflow by creating and implementing a tracking system for new business processing department • Ensured timely resolution of issues by researching, processing, and initiating corrections to new account applications for all lines of… Show more • Eliminated NIGOs and avoided process delay by providing guidelines to assist advisors and their assistants on applications, products purchase suitability and compliance requirements • Provided an effective follow-up strategy and increase the efficiency of workflow by creating and implementing a tracking system for new business processing department • Ensured timely resolution of issues by researching, processing, and initiating corrections to new account applications for all lines of Broker Dealer business, and/or account NIGOs • Shortened duration of account opening cycle by promoting and encouraging advisors using electronic application submission • Improved local compliance review efficiency by coordinating with advisors to leverage SalesForce CRM platform for client communication documentation



Citi

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Associate

  • Aug 2015 - Aug 2017

  Greater New York City Area • Detected counterfeit financial instruments using USA Patriot Act and Bank Secrecy Act (BSA) standards and internal regulatory standards to prevent operational risks by applying due diligence towards customers’ transaction on a daily basis • Enhanced branch awareness and sales opportunities by liaising with referral sources • Reduced customer waiting time by facilitating customer online transactions through Citi Mobile App • Consistently ranked in the top 96% in customer… Show more • Detected counterfeit financial instruments using USA Patriot Act and Bank Secrecy Act (BSA) standards and internal regulatory standards to prevent operational risks by applying due diligence towards customers’ transaction on a daily basis • Enhanced branch awareness and sales opportunities by liaising with referral sources • Reduced customer waiting time by facilitating customer online transactions through Citi Mobile App • Consistently ranked in the top 96% in customer satisfaction throughout the district region • Promoted to handle the Business and Citigold service counter within three months after rejoining. Show less



V-Promise Insurance Broker Inc

• Vice President, Co-Founder

  • Aug 2014 - Aug 2017

  Greater New York City Area • Created sales leads which led to an increase of 8% in profitability by developing and maintaining agent and broker relationships while partnering with cross-functional team • Generated $25,000 written premium within 6 months by marketing and transacting a full line of Property & Casualty products for the represented companies • Maintained a retention rate of over 90% by managing the entire sales cycle from initial client consultations, product presentations, pricing, and contract… Show more • Created sales leads which led to an increase of 8% in profitability by developing and maintaining agent and broker relationships while partnering with cross-functional team • Generated $25,000 written premium within 6 months by marketing and transacting a full line of Property & Casualty products for the represented companies • Maintained a retention rate of over 90% by managing the entire sales cycle from initial client consultations, product presentations, pricing, and contract negotiations to the final closing • Met clients' financial needs by conferring with clients & developing proposals & programs Show less



Citi

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Associate

  • Apr 2013 - May 2014

  Greater New York City Area • Assisted clients with online banking technical issues and navigations as well as maintained highest ethical standards by effectively enforcing company’s policies, Federal and Bank regulations • Provided timely resolutions to account inquiries and recommended a variety of product services to prospective clients • Made recommendations to partners and management while classifying potential revenue-generating, client-building opportunities • Ranked the NO.1 sales referral achievement in… Show more • Assisted clients with online banking technical issues and navigations as well as maintained highest ethical standards by effectively enforcing company’s policies, Federal and Bank regulations • Provided timely resolutions to account inquiries and recommended a variety of product services to prospective clients • Made recommendations to partners and management while classifying potential revenue-generating, client-building opportunities • Ranked the NO.1 sales referral achievement in first quarter 2014 among district region Show less



Liebherr (HKG) Limited

• Administrative Manager Assistant

  • Mar 2010 - Sep 2011

  Hong Kong • Recruited service and mechanical engineers and prepared Employment contract for new hires • Renewed employee compensation insurance at the entity and division level by negotiating with insurance companies • Avoided internal complaints and potential lawsuits by restricting employee data published within company’s intranet • Performed weekly safety walk-around inspections with designated Registered Safety Officer to reduce accident ratio • Rectified safety discrepancies and… Show more • Recruited service and mechanical engineers and prepared Employment contract for new hires • Renewed employee compensation insurance at the entity and division level by negotiating with insurance companies • Avoided internal complaints and potential lawsuits by restricting employee data published within company’s intranet • Performed weekly safety walk-around inspections with designated Registered Safety Officer to reduce accident ratio • Rectified safety discrepancies and proposed solutions to senior management by conducting meetings with safety committee members Show less



TM Zone Management LLC

• Business Analyst

  • May 2008 - Mar 2010

  Greater New York City Area • Achieved an increase of 80% in revenue by creating and implementing reward incentive programs • Generated business opportunities by analyzing store performance continuously and making necessary recommendations • Managed a network of four mobile phone chain stores and oversaw daily cash flows, inventories, and customer services • Coordinated with T-Mobile regional head office in regards to marketing and implemented strategies at the retail level • Improved business cash liquidity… Show more • Achieved an increase of 80% in revenue by creating and implementing reward incentive programs • Generated business opportunities by analyzing store performance continuously and making necessary recommendations • Managed a network of four mobile phone chain stores and oversaw daily cash flows, inventories, and customer services • Coordinated with T-Mobile regional head office in regards to marketing and implemented strategies at the retail level • Improved business cash liquidity by increasing inventory turnover and managing sales receivables Show less



Bank of New York Mellon

• Bond Analyst

  • Jun 2006 - Mar 2008

  Greater New York City Area • Validated loan level and aggregated Asset Backed Securities (ABS)/Mortgage Backed Securities (MBS) deals data and ran cash flow models to determine certificate holder monthly distributions • Ensured correct payments are calculated and data are correctly reported to various parties by debugging MBS/ABS models • Resolved discrepancies regarding underlying deal cash flows by collaborating with structured finance issuers, servicers, investors and legal counsels • Reconciled cash… Show more • Validated loan level and aggregated Asset Backed Securities (ABS)/Mortgage Backed Securities (MBS) deals data and ran cash flow models to determine certificate holder monthly distributions • Ensured correct payments are calculated and data are correctly reported to various parties by debugging MBS/ABS models • Resolved discrepancies regarding underlying deal cash flows by collaborating with structured finance issuers, servicers, investors and legal counsels • Reconciled cash payments from underlying collateral to multiple bond classes with in-house software Show less