Finnagen Nam Vu Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

Responsible for the timely and accurate resolution of client account problems, account processing and/or day-to-day services and call handling with Client Services. CS Service Excellence Representatives may be called upon to provide support to different departments to maintain high levels of service during peak transactional periods.

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Toronto, Canada Area

• Act as a liaison between IFDS and the adviser/dealer community on behalf of IFDS's Fund Company clients.• Responsible for responding to inquiries from advisers and dealers• Provide account and fund information and trade details. • Compose letters of communication to inquire necessary information from brokers/dealers for trade requests that are not received in good order, and resolve problems daily.• Assist and mentor new hires to be familiar with the company’s information systems.• Efficient in researching relevant information to clarify client’s inquiries, resolve concerns and missing data. • Effectively complete multiple projects assigned by managers• Inform clients and dealers regarding tax forms (T3 and T5) and mails contained financial information that are not delivered

Toronto, Canada Area

• Executed fund transactions of redemption and purchase• Processed funds exchange and transfer transactions among dealers and clients• Ensured appropriate funds are paid either by dividends or cash for different accounts• Correctly set up new accounts for clients, nominee and intermediary institutions with information provided including personal information, tax types information, banking information, dealer/ rep information, dividend pay information, and systematic withdraw information.• Understood the concept of different tax types: RRSP, TSFA, RRIF, LIRA and so on

Mississauga, On

• Sheridan – Peer Mentoro Collect and compile statistics and feedback from student mentees and other participantso Greet students in centre and answer basic questionso Collaborate with Peer Mentors and staff from other areas of the college to coordinate eventso Provide guidance and direction and perform all tasks assigned at new student orientation eventso Participate in collaborated promotion and outreach of Student Services Centreo Participate in activities related to New Student Orientation and transition to start of term• Library Services – Peer Mentoro Aid students for textbook lookups o Provide assistance to students via one-on-one Peer-matching, small group student assistance, virtual communities, emailo Respond to emails in a timely mannero Provide advice to my department on relevant social networking strategies and communicationo Assist in the use of photocopiers, printers and A/V equipmento Provide directions and make referralso Create posters and displays to promote resources, services and special events

Mississauga, Ontario, Canada

• Managed event budget of $3400 through completing cost analysis, research and securing approval from Executive Vice President• Accurately completed event expense statements utilizing Excel ensuring compliance with established procedures and policies• Constantly kept in track with budget usage and operate within budget in order to cut down unnecessary loss and increase campaign efficiently• Provided strategic direction and execution for awareness campaign and volunteer activities on-‐campus• Worked with the Marketing department to develop detailed communication plans for awareness campaigns• Collaborated with other Event Coordinators and Club Coordinators to integrate awareness campaigns into social activities and support awareness initiatives driven by students• Under the approval of the Executive Vice President (EVP), partnered with external organizations and associations in order to raise awareness of various topics• Maintain a constructive relationship with the campus and local community • Created awareness calendar theme monthly for the whole year and schedules for individual activities• Proactively created proposals for events, designs only for campaign’s promo materials, and social media in details and with clear suggestions

Mississauga, Ontario, Canada

• Managed event budget of $8000 through completing cost analysis, research and securing approval from Executive Vice President• Provided strategic directions for social events on‐campus• Prepared detailed prior and post event reports for every month including event’s estimated cost, objectives, descriptions, prizes, pros and cons, and methodology• Created and delivered surveys to gain student feedback• Corresponded with Executive Vice President, Programming Manager and Marketing Department on promotion and execution of events• Collected and analyzed precisely feedback, and reported to Executive Vice President, Programming Manager and Marketing Department• Collaborated with Sheridan Student Union Inc. internal resources to generate fun events to avoid financial loss and increase the event efficiency• Finished event preparation by deadlines• Researched and reached out to various companies for event consultations and services

Ontario, Canada

• Planned, set up and organized events• Worked independently and in group to promote events the most effectively • Worked pub nights, day/night events, off-campus events, concerts• Gathered and distributed prizes• Worked with Senior Manager and Team Leads to organize roles and assignments for Sheridan Student Union Inc. approved events

Ontario, Canada

• Responsible for ensuring customer satisfaction, resolving customer complaints and addressing any questions or comments that customer might have• Experienced in all areas of the store: use of POS system, food preparation and delivery• Replenished supplies and maintained inventory• Maintained cleanliness in food service area• Managed the cash flow and assured money is balanced

Vietnam

Intermediate photography skillsResponsible for taking photos of graduations, portrays and landscapes.

Honours Bachelor Of Business Administration, Accounting

Three Year Accounting, Business Administration - Accounting

Mathematics

Activities and Societies: Event plannerAdvanced Courses: Mathematics, Physics and Chemistry Obtained average grade: 73% /100 % Given.