Daniel Ngo Email and Phone Number

Consult with financial advisors and investors to provide information about procedures and guidelines,take and enter trade orders, and send out appropriate paperwork for rollovers and transfers– Obtain and examine submitted documents to assess validity by ensuring documents meet companycriteria and regulations– Lead teams of 10-15 in collaborative development to help understand new financial regulations andby taking charge of team meetings and group discussions– Increased productivity by 15% and developed team bonding by designing a new Peer-to-peer systemwhich was rolled out by department floor