Nicholas Phan Email & Phone Number

Keller, TX, US

Durham, North Carolina, United States

• NFIDO Queue Management: Execute meticulous paperwork processing for assets held outside of Fidelity, facilitating seamless contribution into Donor Advised Funds and demonstrating meticulous attention to detail.
• Wire Contributions Processing: Drive efficiency in processing wire contributions from donors, leveraging strong organizational skills to ensure timely and accurate allocation into donor advised funds, while adhering to.
• Voided Check Replacement: Demonstrate exceptional problem-solving abilities in replacing voided checks, ensuring swift reissuance for grants to non-profit organizations and maintaining donor satisfaction.
• Exception Handling: Utilize advanced analytical skills to handle exceptions, employing Excel to analyze pricing and proceeds data from various securities, calculate trade values, and maintain precise contribution.
• Dividend Processing: Exhibit a commitment to accuracy in managing dividend processing, honoring dividends granted to donors during contributions, and seamlessly integrating funds into donors' charitable giving accounts.
• Conducting pre-diligence on each account, verifying accuracy, and ensuring proper allocation of contributions to the appropriate accounts.

Durham, North Carolina, United States

• Processing contribution paperwork for donor-advised funds from external firms, encompassing wires, checks, stocks, and mutual funds.
• Conducting pre-diligence on each account, verifying accuracy, and ensuring proper allocation of contributions to the appropriate accounts.
• Collaborating with cross-functional teams to address any issues related to contribution processing and resolve challenges promptly.

Durham, North Carolina, United States

• Served as a client-obsessed financial securities representative, certified in FINRA SIE exam.
• Provided exceptional customer service by promptly addressing client inquiries, and offering comprehensive updates on their accounts.
• Maintained a high level of professionalism and expertise in financial services, building rapport and trust with clients.

Durham, North Carolina, United States

• Delivered superior customer experience in a fast-paced environment, handling 3,300+ phone inquiries specializing in 401(k) and retirement benefit transactions.
• Provided timely resolutions to participants' issues, collaborated with cross-functional teams, and successfully managed multiple programs concurrently, ensuring high levels of accuracy and satisfaction.
• Acted as a dedicated peer mentor, providing support and guidance to teammates.

Durham, North Carolina, United States

• Delivered excellent customer service through phone communication, streamlining donor experiences with Fidelity Charitable's donor-advised fund.
• Successfully managed a high volume of inbound contributions exceeding $17 billion and $10 billion in outbound grants during the largest Giving Season in the organization's history.
• Cross-trained in Donor Advised Fund services, website solutions, grant-making, and contribution processing.
• Maintained a high degree of accuracy and service quality, achieving a 98.36% Safeguard rating.

Raleigh, NC, United States

-Facilitated the social, academic, and personal adjustment of students to the residence hall and University.-Developed a sense of community among residents as members of a floor, residents of a hall, and active participants in the residence life system.-Planned unique events such as video game tournaments for students and added support to other members.

Raleigh, NC, United States

-Created advanced data visualizations using Excel and PowerPoint to support reporting and data-driven decision-making.-Coordinated with various stakeholders on projects to allow the integration of new data assets into the reporting infrastructure-Interacted with Sales, Marketing, Digital, and Commercial Insights teams to supplement data and ensure accuracy.

Raleigh-Durham, North Carolina Area

-Welcomed clients as they arrived at the dealership with energy and enthusiasm-Prioritized regular and additional activities to maintain efficiency levels of services-Coordinated with supervisor to delegate tasks to other team members

Certificate, Business Analytics

Developed critical skills in data analysis and business decision-making through this certificate program. Mastered spreadsheet modeling.

Bachelor'S Of Science, Business Analytics

Activities and Societies: Green Team, Resident Assistant

Education record

Activities and Societies: Men's Wrestling Team