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Vy N. Email & Phone Number

Life Insurance Specialist at Premier Financial Alliance
Location: Lynnwood, Washington, United States 8 work roles 5 schools
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Current company
Role
Life Insurance Specialist
Location
Lynnwood, Washington, United States
Company size

Who is Vy N.? Overview

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Quick answer

Vy N. is listed as Life Insurance Specialist at Premier Financial Alliance, a company with 1129 employees, based in Lynnwood, Washington, United States. AeroLeads shows a matched LinkedIn profile for Vy N..

Vy N. previously worked as Assistant Director | Program Manager at University Of Washington and Event Registration & Operations Specialist at Bill & Melinda Gates Foundation. Vy N. holds Master Of Science (M.S.), Applied Business Analytics from Boston University - Metropolitan College.

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Premier Financial Alliance

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Profile bio

About Vy N.

With over six years of experience as an Assistant Director at University of Washington, I lead and manage complex projects that aim to increase the participation and success of underrepresented students and business clients. I have a Master of Science degree in Applied Business Analytics and a Lean Six Sigma Green Belt certification, which enable me to apply data-driven solutions and process improvement techniques to achieve the goals and outcomes of each project.I am passionate about fostering a culture of diversity and inclusion in education and business, and I have a proven track record of collaborating with stakeholders, coaching students, and delivering results. I have successfully managed 25+ major projects per quarter, with a 100% success rate, and increased customer satisfaction rates by 15% to 30%. I am also a bilingual professional, fluent in English and Vietnamese, and skilled in communication, customer relationship management, and analytical skills.

Listed skills include Microsoft Office, Powerpoint, Customer Service, Event Planning, and 19 others.

Current workplace

Vy N.'s current company

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Premier Financial Alliance
Premier Financial Alliance
Life Insurance Specialist
suwanee, georgia, united states
Website
Employees
1129
AeroLeads page
8 roles · 11 years

Vy N. work experience

A career timeline built from the work history available for this profile.

Life Insurance Specialist

Current

Committed to helping individuals and families secure their financial futures. Whether you are looking to protect your family's financial security, plan for retirement, or leave a legacy, I am here to guide you through the process and help you make informed decisions. Let's connect and explore the benefits of life insurance today!

Jan 2023 - Present

Assistant Director | Program Manager

Greater Seattle Area

  • Orchestrated end-to-end management of up to 30 consulting projects per quarter, from initiation to completion, emphasizing process improvement to ensure 100% satisfaction among students and business clients..
  • Advanced diversity and inclusion initiatives, markedly increasing engagement among underrepresented groups through effective recruitment and stakeholder collaboration.
  • Developed and standardized operational processes for all programs under my management, significantly increasing efficiency and project effectiveness. Utilized Salesforce CRM to streamline project management and enhance.
  • Led the Board Fellows program, strategically placing 70+ MBA and MPA students as non-voting board members in 40+ nonprofits annually. This initiative prepares them as next-generation leaders by involving them in.

Event Registration & Operations Specialist

Greater Seattle Area

  • Increased customer satisfaction rates of event planners utilizing 30+ conference rooms by 15%
  • Conducted customer survey resulting in a 30% increased satisfaction rate
  • Grew communication efficiency between departments & vendors by 30%
2017 - 2018 ~1 yr

Executive Assistant

Greater Seattle Area

  • Implemented procedures to increase department efficiency by 50%
  • Decreased file retrieval time by 30% with new filing & database systems
2016 - 2017 ~1 yr

Accountant

Greater Seattle Area

  • Managed financial activities, including billing, accounts receivable, and payrolls. Assisted with accurate, timely month-end reporting, account reconciliation, and processing of cash receipts. Researched, analyzed, and.
  • Opened and closed 15+ case files monthly and relayed precedence information to attorneys.
  • Utilized time-collection software such as Clio and QuickBooks to reorganize financial reporting hierarchy for accounts and projects.
  • Reviewed and resolved 5+ exception reports weekly.
  • Acted as the primary contact for all internal cash-management inquiries.
2016 - 2017 ~1 yr

Legal Assistant

Greater Seattle Area

  • Conducted various secretarial duties efficiently in fast-paced legal environment, including correspondence preparation and management. Created pleadings, briefs, and depositions for legal counsel. Leveraged calendar.
  • Entered, organized, maintained, and retrieved case information using internal database.
  • Prepared and dispersed 20+ expense reports monthly.
  • Reorganized database to optimize performance, shortening data retrieval time by 25%.
  • Streamlined administrative operations by managing manual file systems appropriately, improving departmental workflow 50%.
2015 - 2016 ~1 yr

Para-Professional

Stafford, Texas

  • Served as a dual language program curriculum coordinator, successfully carrying out multiple supportive and clerical tasks such as copying, organizing, and filing materials for distribution to students.
  • Received Paraprofessional of the Quarter Award in recognition of highly successful performance across all duties.
  • Planned and executed lessons for grade 1 and 2 students during teacher absences.
  • Tutored students independently or in small groups to maximize learning, elevating academic performance up to 90%.
Aug 2012 - Jun 2015

Assistant Manager

Acclear Hevita

Vietnam

Provided expert clerical and administrative support to directors. Worked with clients to address issues and resolve complaints.  Innovated client service program, which expanded small-to-medium client base 35% within 5 months. Handled disputes promptly and professionally, improving customer service satisfaction 5% annually. Hired, trained, and.

Jun 2008 - Aug 2010
Team & coworkers

Colleagues at Premier Financial Alliance

Other employees you can reach at pfaonline.net. View company contacts for 1129 employees →

5 education records

Vy N. education

Master Of Science (M.S.), Applied Business Analytics

Courses: • Business Analytics Foundation • Operations Management: Business Process Fundamentals • Financial Concepts • Quantitative and.

Bachelor Of Business Administration - Bba, Human Resources Management/Personnel Administration, General, 3.75

University Of Houston-Downtown

Dean's List of Academic Excellence

Public Relations/Image Management

Van Lang University
FAQ

Frequently asked questions about Vy N.

Quick answers generated from the profile data available on this page.

What company does Vy N. work for?

Vy N. works for Premier Financial Alliance.

What is Vy N.'s role at Premier Financial Alliance?

Vy N. is listed as Life Insurance Specialist at Premier Financial Alliance.

Where is Vy N. based?

Vy N. is based in Lynnwood, Washington, United States while working with Premier Financial Alliance.

What companies has Vy N. worked for?

Vy N. has worked for Premier Financial Alliance, University Of Washington, Bill & Melinda Gates Foundation, Seattle Central College, and Tran Law Group, Ps.

Who are Vy N.'s colleagues at Premier Financial Alliance?

Vy N.'s colleagues at Premier Financial Alliance include Marie Ignacio, Gladys Tumaliuan-Cuela, Alexis L., Phil Thorne, and Humberto Cignarella.

How can I contact Vy N.?

You can use AeroLeads to view verified contact signals for Vy N. at Premier Financial Alliance, including work email, phone, and LinkedIn data when available.

What schools did Vy N. attend?

Vy N. holds Master Of Science (M.S.), Applied Business Analytics from Boston University - Metropolitan College.

What skills is Vy N. known for?

Vy N. is listed with skills including Microsoft Office, Powerpoint, Customer Service, Event Planning, Microsoft Word, Microsoft Excel, Outlook, and Social Media.

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