Mai (Jennifer) Nguyen Email & Phone Number

Jacksonville, Florida

• Work with client one on one, see what best for their financial profile.
• Provide meeting, appointment, and network events for team/clients.
• Analyze clients’ financial needs and provide solutions to meet clients’ goals.
• Run systems D.I.M.E + Analysis, Financial Lifestyle Strategy, illustrator and quote for clients.

Jacksonville, Florida Area

• Prepared schedules for daily assignments.
• Managed and maintain classroom when original teachers are absence.
• Subjects: Math, Science, Language Arts, Music, Video, Art

Jacksonville, Florida Area

• Ensure ideal client experience by linking clients’ brokerage and bank accounts relationship.
• Responsible for providing Home office support to Merrill Lynch branches.
• Accountable for screening/alert clients of Negative News and Senior Political Figure/ Politically Exposed Person relationships to remain in compliance with the US Patriot Act.
• Managed email inbox flow of reply on daily bases, along with client case in tracking, escalation, and resolution.
• Systems/Tools: Branch Scanning, Client Documents Online, Client Profile – Client 360, Sharepoint, WMW Finder, Data Governance Utility Interface, Wealth Management Workstation, Client Privacy View, C & AD Bi Data.

Jacksonville, Florida Area

• Managed front desk operations such as answering telephone calls from guests seeking to make or cancel hotel reservations.
• Responsible for greeting arriving guests, assign rooms, issue keys, and collect guest payment and billing information. Answer guest requests for assistance and coordinate with housekeeping, staff and management.
• Accountable for bookkeeping duties including maintaining a cash drawer, preparing bank deposits and posting charges for items that guests use during their stay. Calculate final bills and collect payment.

Jacksonville, Florida Area

• Managed schedules for new projects, daily show, and crew/cast working hours.
• Accountable for managing and maintaining equipment/support orders.
• Responsible for managing crew recording images, audio, setting up lighting, editing, and upload for streaming.
• Research legal document forms for each project: payment, location, cast, and crew rights.
• Create press kits for projects; show how projects can be profitable.

Jacksonville, Florida Area

• Managed monthly schedules for camera crew and events planner.
• Responsible for managing crew recorded footage and audio for events.
• Edit and upload video for streaming on the local channel of the community.
• Keep channel entertaining for community to watch and be in engaged with information of the neighborhood upcoming events.
• Create content for people who to want move to the area.