Ha Nguyen

Regional Account Executive at TRIOSE, Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Reading, Pennsylvania, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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5.0

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Robert "RoBear" LeBlanc, MBA, CMRP, CPP

Ha is great to work with. She always come prepared; she is a great communicator full of energy. Her meetings have good rhythm and are the most efficient. She is also very positive with a contagious smile.

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Experience

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Regional Account Executive
      • Nov 2021 - Present

    • United States
    • Transportation, Logistics, Supply Chain and Storage
    • 1 - 100 Employee
    • Vendor Implementation Coordinator
      • Aug 2014 - Apr 2019

      -Manages Northeast, Gulf Coast and Mid-Atlantic Territory -Manages Northeast, Gulf Coast and Mid-Atlantic Territory

    • United States
    • Financial Services
    • 700 & Above Employee
    • Shareholder Services Representative
      • Jan 2014 - Aug 2014

      Field a high volume of calls (40-80 per day) to support the needs of shareholders of mutual funds held in various accounts such as Traditional IRA, Roth IRA, 403(b)(7), Coverdell ESA, UTMA/UGMA, JTWROS, and Individual/Transfer on Death accounts.These responsibilities include performing transactions such as exchanges, redemptions and maintenance requests as well as communicating product knowledge. Responsibilities also include informing shareholders of tax reporting and documentation, including federal/state tax withholding, Forms 1099, 5498R, W-9, and Cost Basis. Show less

Education

  • Penn State University
    Bachelor’s Degree, Public Relations, Advertising, and Applied Communication

Community

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