Experience

• 

  Fidelity Investments

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Transition Services Specialist

    • Jan 2023 - Present

  • Transition Services Specialist

    • May 2022 - Jan 2023

  • Customer Relationship Advocate

    • May 2021 - May 2022

• 

  Wells Fargo

  • Personal Banker

    • Jan 2021 - May 2021

• 

  JP Morgan Chase Bank N.A.

  • Licensed Banker

    • Jul 2019 - May 2020

• 

  Prudential Financial

  • 3 Crowne Point Ct, Cincinatti, OH

  • Financial Professional Associate at The Prudential Insurance Company of America

    • Nov 2017 - May 2019
    • 3 Crowne Point Ct, Cincinatti, OH

    • Completes fact-finding process to allow for thorough understanding of clients’ financial goals and needs• Develops customized ideas and solutions for each client• Specializes in helping clients meet their protection needs through a variety of insurance products

• 

  Beale AFB

  • 9th medical group

  • Pharmacy Volunteer

    • Mar 2013 - Jul 2014
    • 9th medical group

    • HIPPA Trained to associated with patient directly. • Dispensed medication to patient.• Ensured best customer services to patient and answered any questions or needs as best possible with the pharmacy team. • Provided best and prompt services to all airmen, retirees and dependents. • Maintain current stock shelf with sufficient duration of "best before" drugs. • Checked and updated patient's information in the systems.

• 

  Socrates Management Consultancy

  • Bangkok Thailand

  • Management Consultant

    • Oct 2011 - Dec 2012
    • Bangkok Thailand

    • Analyzed the management system of one of the largest Bank in Thailand in mortgage department.• Worked with a fashion distributed company- Sales departments.• Ensured the sales department reaches their monthly target, the sales team fully utilized the tools designed. • Coached the department’s managers: active supervision, time management, etc.• Responsible for Merchandising, Factories and Warehouse. • Supported and coached supervisors to maintain healthy stock level, stock management and sales monitoring.• Ensured the factories deliver on time, in full with 100% quality. • Coached the factories’ managers: active supervision

• 

  IMPAC

  • Thailand, Indonesia, Vietnam, Philippines, Malaysia.

  • Management consultant

    • Aug 2008 - Jul 2010
    • Thailand, Indonesia, Vietnam, Philippines, Malaysia.

    • Responsible for assigned project, including Thailand, Vietnam, and Indonesia. • Analysis of automotive parts factory, poultry factory, beverage factory to investigate their current operation and determine what is needed for the improvement.• Coached several groups of managers and supervisors to be more effective and active as a supervisor, as a result yield more productivity and reduce cost. • Prepared management report and presented to client's executives and CEO's.• Recruited for Indonesia and Philippines management consulting team, analyzed individual skills set to best fitted the position.• Coordinated with related department to ensure the process of hiring is successful, selected candidates passed their test and follow up to schedule training session.

• 

  Citi

  • Bangkok Thailand

  • Independent Sales

    • Oct 2005 - Mar 2006
    • Bangkok Thailand

    • Approached potential customer by phone and offered the privilege status of a card holder.• Proposed the right card for each customer based on their profile.• Requested all document needed and/or meeting to collect document and ensure the correctness before sending the application to the approval department. • Followed up with supervisor for application status.• Followed up and updated with potential customer for their status and requested more supported documents if needed.• Get more lead by customer's references and began the sales process.