Jack Huynh Email & Phone Number

St Louis, Missouri, United States

- Accurately processed over 2500 accounts during end of year tax harvesting.- Executed trade orders accurately and in a timely manner across various assetclasses including equities and fixed income.- Collaborated with financial advisors and investment professionals to implementtax harvesting techniques tailored to individual client goals and risk tolerance.- Developed and maintained relationships with custodians, brokers, and othercounterparties to facilitate seamless… Show more - Accurately processed over 2500 accounts during end of year tax harvesting.- Executed trade orders accurately and in a timely manner across various assetclasses including equities and fixed income.- Collaborated with financial advisors and investment professionals to implementtax harvesting techniques tailored to individual client goals and risk tolerance.- Developed and maintained relationships with custodians, brokers, and othercounterparties to facilitate seamless transactions.- Provided guidance and training to junior staff members, fostering professionaldevelopment and enhancing team performance.-Documented and maintained detailed records of tax harvesting activities forcompliance and reporting purposes. Show less

St Louis, Missouri, United States

- Processed IRA liquidation requests to ensure timely distribution to clients.- Organized, compiled, and reviewed liquidation paperwork from clients to send tocarriers.- Handled the creation of shipping labels, organization of carrier form envelopes,and shipment of carrier envelopes for the entire annuities team.- Collaborated with our offshore team to review and resolve discrepancies withinclients allocation model.- Audited consumer accounts to ensure fees are… Show more - Processed IRA liquidation requests to ensure timely distribution to clients.- Organized, compiled, and reviewed liquidation paperwork from clients to send tocarriers.- Handled the creation of shipping labels, organization of carrier form envelopes,and shipment of carrier envelopes for the entire annuities team.- Collaborated with our offshore team to review and resolve discrepancies withinclients allocation model.- Audited consumer accounts to ensure fees are accurate and up to date.- Maintained above a 95% review and approval accuracy rating. Show less

Greater St. Louis Area

- Provided excellent technical support to over 2000 clients resulting in high NPS scores and repeat customers. - Managed and organized product inventory ensuring the delivery vehicles were prepped and stocked. - Met monthly objectives and revenue goals of $650 per day. - Well versed in troubleshooting and navigating OPUS. - Trained new team members in all aspects of the job through shadowing. - Learned and mastered the latest mobile tech products from our partner… Show more - Provided excellent technical support to over 2000 clients resulting in high NPS scores and repeat customers. - Managed and organized product inventory ensuring the delivery vehicles were prepped and stocked. - Met monthly objectives and revenue goals of $650 per day. - Well versed in troubleshooting and navigating OPUS. - Trained new team members in all aspects of the job through shadowing. - Learned and mastered the latest mobile tech products from our partner companies. Show less

Bachelor Of Science - Bs, Business Administration And Marketing

Associate'S Degree, General Studies

Education record