Gloria Huynh Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

Provided operational support to our partnering firms across the company, including Harness Investment Management, Foundation Wealth Partners along with our White-Labelled PM Firms and also work cross-functionally with Account Managers, Portfolio Management, Brokerage Operations, Engineering, etc. to deliver the most effective and efficient solutionsMeasured and monitored Center of Excellence/Subject Matter Expert performance against operational KPIs targets, reseted and supported the director in defining a plan to achieve and ensuring that the correct metrics are being measured and monitored to create reports to improve scalability

Toronto, Canada Area

Facilitated the execution of the annual compliance program under the direction and supervision of the Chief Compliance Officer (CCO)Conducted regulatory and operational compliance reviews with the designated governance officers under the supervision of the CCO to evaluate the effectiveness of the internal/external controls of each departmentTransferred existing information and departmental controls from the Risk Management Platform to new BNY Mellon assisted programAssisted with the organization of the Records Management initiative which included the execution of departmental file plans and systemization of the existing inventoryAssisted the Anti-Money Laundering team with screening for negative media and termination of obsolete clients

University Of Toronto

Managed a team of 10 executives, preparing their outreach schedules and assigned specific duties and tasks as a result, recognized as a valuable team member with excellent leadership skillsStrong communication and leadership skills developed through interaction with students and directors of various clubs, collaborating to promote all management eventsBuilt links with alumni to provide UTSC students with networking opportunities

Toronto, Canada Area

Promoting healthy lifestyles through organizing sporting events, allowing for greater student body interaction in a means of creating a stress free environment at UTSC through the power of physical activityEducating students through sporting workshops and events to make a positive impact at UTSC

Toronto, Canada Area

Promoted and educated >200 students about the facilities and sporting programs available at UTSC which led to enhanced awareness of the program and increased attendanceResolved dispute and conflicts between staff and clients, maintained an effective working environment

Toronto, Canada Area

Responsible for analyzing, updating, computing and sending the daily profit and loss report to the executive team Assisted with quarterly and monthly Corporate planning & forecasting, budgeting financial analysis/reporting and commentaryAnalyzed data to provide value-based insight to prospective clients and assisted with the design and promotion of collected dataDemonstrated problem solving abilities through assisting in the preparation of the financial forecast and planning for the 2018 target expenses and organic growth reportingThrived in a fast-paced environment, having the ability to prioritize and manage multiple tasks and products at a time

Toronto

Analyze fund requirements, deposit funds appropriately and maintain accurate records of fund transactionsPrepare the Net Asset Value (NAV) for funds and ensure all required data for producing the NAV are available and quality ensuredMaintains database by entering, verifying, and backing up data

Toronto, Canada Area

Innovated, developed, and implemented creative promotional ideas to acquire student attention across campus, increasing attendance to eventsTwo weeks spent working together with team, designing and producing promotional videos and posters increasing attendance to UTFC (University of Toronto Finance Conference)Highly driven problem solver accustomed to serving internal and external clients in a deadline-oriented environment

Toronto, Canada Area

Successfully planned and hosted 3 corporate events with Cisco, Oasis, and Parks Canada that guaranteed an enriching experience for all customers which helped drive a 10% increase in customer satisfactionExceptional problem solving skills as to combine patience, determination and persistence to solve customer inquiriesCompleted a minimum of 200 daily retail transactions and back-office paperwork with accuracy, speed and efficiencyAwarded Cashier of the month