FOUNDER AND PROJECT MANAGER Summary A result-driven, client-centric, committed Client Services Officer seven years experience financial services industry. Bringing expertise, enthusiasm, passion serve beyond client's needs, build relationships, maximize potential profitability productivity. Highlights *Client Services Management *Portfolio Management *Project Management *Securitization *Corporate Trust *Compliance *Asset-Backed Securities *Insurance *Cash Collateral Management *General Accounting Taxation *Strong interpersonal collaborative skill *Microsoft Office advanced Excel skills Accomplishments Created raving-fan clients meticulously maintaining superior provision excellent client services times serving Client Service Officer Deutsche Bank Achieved high satisfaction top-tier clients management administration high-volume trust portfolios expanding department's branding capacity working Financial Analyst American International Group Increased manageability 500 collateral trust accounts American International Group Experience Founder project manager October 2012 June 2015 Company Name Directed coordinated activities build online platform Vietnam's SMEs companies Fostered communication internationally team members project targets, achievements, improvements Researched Vietnamese market assess risk opportunity help develop implement objectives Client Service Officer, Associate February 2007 October 2012 Company Name City State Served primary contact clients; liaised manager, trading desk, operations, custodians, related third-parties daily basis Produced daily report collateral portfolios totaling $1.7B utilizing Bloomberg in-house systems; reported timely consistently top-tier clients upper management Managed monthly quarterly P&I distribution $10B Asset-Backed Securities; served executed daily administrative transactional activities behalf client primary Trustee; optimized daily investment accordance client's direction array permissible short-term longer-term instruments Commercial Paper, Time Deposits, Treasury Notes, Mutual Fund, others financial products Received 100% client satisfaction rate achieved repeated businesses 5 consecutive years Successfully administered serviced brand-new securitized product resulted expansion department's capacity, visibility, profit period global economic financial instability Ensured certifications reports received timely complied regulatory requirements set forth Trust Agreements and/or governing Legal Agreements Diligently monitored ensured account transactions clear red flags fraud, embezzlement, money laundering, false accounting statements, organized crime, terrorist financing Reviewed involved discussions Legal Agreements, corporate trust insights, Dodd-Frank Act, SEC regulations banking regulations internal departments, major banks institutions Applied leadership skills active participation numerous projects various system enhancements, cross-business connectivity, innovate services, overall productivity efficiency Involved limited account analysis, reconciliation, Know Your Customer process Financial Analyst February 2004 January 2006 Company Name City State Managed 100 corporate trust portfolios combined market value excess $15B consisted eclectic variety financial instruments Effectively administered reported daily large trust funds Morgan Stanley, Exxon Mobil Corporation, Harvard consistently received high satisfaction clients upper management Increased productivity manageability 700 collateral accounts reorganization restructure Coordinated, reviewed, reconciled 30 high-profile cash collateral accounts delivered deadline Diligently reviewed assigned accounts compliance reporting requirements. Recommended innovative alternatives generate revenue reduce unnecessary costs Achieved revenue growth department taking 10 additional reinsurance collateral accounts Education B.S Finance 2004 Rutgers University, Rutgers Business School State Finance Certified Corporate Trust Specialist, American Bankers Association, New York 2011 Professional Affiliations Women On Wall Street, Princeton Asia, local charities Vietnam, Member Since 2007 Business English Professionals Entrepreneurs, Founder Since 2015 Vietnam Entrepreneurs Today Tomorrow Network, Founder Since 2014 Related Strengths • Excellence client orientation • Work well high paced high pressure environment • Strong problem solving creative thinking • Technically savvy