Teresa Phan Email and Phone Number
Teresa Phan work email
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Teresa Phan personal email
The purpose of doing anything is to learn from it. I live to learn and strive, try new things and take one new skills and just blossom.I have some finance, pharmacy and retail knowledge and is willing to take on more. To be able to experience different fields and opportunities is a great chance to open up your mind to the possibilities around the world. My passion is to be able to experience all the different ways finance technology impacts the world around us. Please find me at T.n.phan1994@gmail.com
Ss&C Technologies
View- Website:
- ssctech.com
- Employees:
- 24611
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Associate Operations ManagerSs&C TechnologiesBoston, Ma, Us
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Global Registration AnalystBrown Brothers Harriman Nov 2023 - PresentNew York, Ny, Us -
Global Strategic Operations Administration SeniorState Street Dec 2022 - Nov 2023Boston, Massachusetts, Us● Manage over fifteen high volume clients with foreign accounts● Maintain strong client relations by conducting weekly and bi-weekly meetings to provide market updates● Collaborate with clients to resolve any ongoing issues● Monitor over 600 funds for account renewal to ensure continuous client trade activities● Lead liaison between foreign market custodians and clients● Populate and review forms to efficiently retrieve client authorization prior to account expiration● Maintain over 250 emails daily from other departments, clients, and custodians -
Security Operations SpecialistFis Jan 2021 - Dec 2022Jacksonville, Fl, Us● Calculated and balanced daily market activities by comparing internal systems to DTC● Prepared and reviewed over 100 FED wires on Securities Transfer System (STS)● Delivered and monitored over 100 trade activities while meeting strict deadlines● Tracked and filed IET tickets to process mutual fund deliveries -
Network Outreach AssociateRapidratings Sep 2019 - May 2020New York, Ny, Us● Conducted weekly calls between clients and suppliers● Collaborated with trainers to fill knowledge gap between various departments● Led team building activities to increase morale -
State Street Investor ServicesState Street May 2017 - Sep 2019Boston, Massachusetts, Us- Support 8 clients daily with all foreign account openings- Pre-fill out tax forms for clients to authorized prior to expiration date- Conduct biweekly meetings with clients on outstanding items- Research and gather information required to open foreign accounts- Review forms prefilled by clients prior to submission- Send forms out for review on behalf of the client- Provide communication between foreign markets and client
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Client OperationsState Street Jul 2014 - Jan 2017Boston, Massachusetts, Us- Prepared around 15 morning performances reports for the clients to review daily- Updated and reviewed around 30 excel spread sheets daily for accuracy- Balanced data between multiple spread sheets to repair variances- Ran 10+ macros daily and pulled information for clients- Archived 100+ files alphabetically and by account number
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Cosmetic AssistanceWalgreens Mar 2014 - Mar 2015Deerfield, Il, Us- Offer 50+ recommendations/ consultations for beauty matters- Operate and maintain the register accurately for 300+ customers a day- Maintain the appearance of the store and inventory -
CashierAldo Group Apr 2013 - Jan 2014Montreal, Quebec, Ca- Managed 6000 products unit on a daily basis- Packaged an average of 60 packages daily- Operated the register while making suggested sales -
Sales AssociateAeries - American Eagle Oct 2012 - Apr 2013- Educated young ladies and women on the fit clothes/ undergarments - Measured young ladies and women to determined their correct sizes- Managed stock room incoming and outgoing shipment of 400+ products
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InternshipBeth Israel Deaconess Medical Center Jul 2012 - Aug 2012Boston, Ma, Us- Designed a more spacious area for patients and purchased furniture according to budgets- Collected personal opinion from 100+ patients for feedback- Created and updated schedules for deliveries, employees and meetings
Teresa Phan Skills
Teresa Phan Education Details
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Cambridge College , Year Up -
Massachusetts College Of Pharmacy And Health SciencesPsychology
Frequently Asked Questions about Teresa Phan
What company does Teresa Phan work for?
Teresa Phan works for Ss&c Technologies
What is Teresa Phan's role at the current company?
Teresa Phan's current role is Associate Operations Manager.
What is Teresa Phan's email address?
Teresa Phan's email address is te****@****bal.com
What schools did Teresa Phan attend?
Teresa Phan attended Cambridge College , Year Up, Massachusetts College Of Pharmacy And Health Sciences.
What skills is Teresa Phan known for?
Teresa Phan has skills like Apparel, Powerpoint, Microsoft Word, Microsoft Excel, Budgets, Microsoft Office, Sales, Merchandising, Retail, Teamwork, Customer Service, Visual Merchandising.
Who are Teresa Phan's colleagues?
Teresa Phan's colleagues are Stephen Nadar, Linying Ma, Adisorn Yimsuk, Joseph Fanuele, امین احمدی, Matthew Gaymer, Michael Hayden.
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