Leonardo Vu
Houston,TX
Summary
I have a strong will to learn and adapt to any environment. I value the job description and have high expectations when complete the required task. I'm comfortable to represent the company to maintain a healthy relationship with the customers. I will exceed my potential to bring value to the company.
Overview
12
12
years of professional experience
Work History
Business Manager Director
Executive Nails & Spa
03.2021 - Current
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
- Assisted with hiring process and training of new employees.
- Processed vital documentation, completed forms and obtained appropriate insurance verification and authorization for services.
- Executed business plans to further strengthen and maximize territory sales and profits.
- Researched industry and marketplace trends to enhance sales techniques and meet customer needs.
- Improved business profits through innovative cost containment and revenue generation techniques.
- Anticipated financial impact from operational issues and worked with leadership to develop solutions.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Oversaw product delivery and shipping operations to reduce shipment turnaround times and streamline warehouse workflows.
- Coordinated team schedules to keep shifts properly staffed during busy periods.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Trained new employees on proper protocols and customer service standards.
- Assisted in recruiting, hiring and training of team members.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Reported issues to higher management with great detail.
- Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Mitigated business risks by working closely with staff members and assessing performance.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Implemented innovative programs to increase employee loyalty and reduce turnover.
Client Engagement Specialist, Office Manager
Shandon Phan Law Firm LLC
02.2017 - 03.2020
- Responded to clients' questions, issues, and complaints and found appropriate solutions when needed
- Managed billable hour tracking, payroll, client invoicing and schedules for staff in the office
- Conducted detailed client intakes and entered information into company database
- Communicated pertinent information to clients via phone, email and mail
- Collected, drafted and maintained resources to provide comprehensive materials accessible to all firm lawyers
- Reviewed Deed of Trust, Title Commitment and prior bankruptcies documents
- Followed quality standards and procedures to minimize errors and maximize customer satisfaction
- Negotiated agreements between employees to clarify misunderstood directions and resolve conflicts affecting performance
- Analyzed current business plan, identified inefficiencies in existing processes, and tracked performance following implementation of improvements
Financial Service Representative
Wealth Design Group, LLC.
02.2016 - 02.2017
- Organized financial analysis, market research and due diligence filings materials for potential investors
- Led and educated investment team on customer relationship management techniques
- Assessed clients' financial situations to develop strategic financial planning solutions
- Researched industry competitors and compiled detailed analysis data
- Responded to all customer inquiries thoroughly and professionally
- Greeted customers in timely fashion, while quickly determining their needs
- Calculated quotes and educated potential clients on insurance options
- Met with prospective customers and business owners in their homes, businesses and other settings
- Modeled exceptional customer service skills and appropriate diagnostic sales techniques
Optician
Today's Vision Willowbrook - Donald Glenz , O.D.
01.2012 - 05.2017
- Managed patients' primary eye care health with professionalism and skill
- Helped patients select frames according to desired style and color
- Provided complete patient eye care, refraction and eyeglass and contact lens distribution services
- Recommended lenses, lens coatings and frames to suit client needs
- Accurately measured bridge and eye size, vertex distance, temple length, pupillary distance and optical centers of eyes
Insurance Sales
Met Life
11.2015 - 06.2016
- Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
- Quoted and calculated premium rates for policies, using rate book, and calculator.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Education
MBA - Finance
University Of St. Thomas
Houston, TX12.2020
MBA - Master of Science in Finance (MSF)
University Of St. Thomas
Houston, TX12.2020
BBA - Marketing
University of St. Thomas
Houston, TX2015
BBA - Finance
University of St. Thomas
Houston, TX2015
Skills
- Customer-oriented
- Strong customer relations
- Deal mechanics
- Extensive knowledge of SEC regulations
- Practices due diligence
- Fast learner
- Adapt new environment fast
- Flexible thinker
- Talented multi-tasker
- Results-oriented
- Attention to detail
- Bilingual in Vietnamese and English
Timeline
Business Manager Director
Executive Nails & Spa
03.2021 - Current
Client Engagement Specialist, Office Manager
Shandon Phan Law Firm LLC
02.2017 - 03.2020
Financial Service Representative
Wealth Design Group, LLC.
02.2016 - 02.2017
Insurance Sales
Met Life
11.2015 - 06.2016
Optician
Today's Vision Willowbrook - Donald Glenz , O.D.
01.2012 - 05.2017
MBA - Finance
University Of St. Thomas
MBA - Master of Science in Finance (MSF)
University Of St. Thomas
BBA - Marketing
University of St. Thomas
BBA - Finance
University of St. Thomas
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