Lynn Nguyen
Broken Arrow,OK
Summary
Detail-oriented and client-focused financial services professional with 8+ years of experience in wealth management and cross-functional coordination. Seeking to leverage strong organizational skills, process ownership, and a collaborative mindset in a high-impact Internal Sales Consultant role. Committed to delivering accurate, timely support across RFP execution, finalist preparation, and large-scale onboarding for Large/Mega Government retirement plan clients.
Overview
8
8
years of professional experience
Work History
Portfolio Manager
BOK Financial
08.2024 - Current
- Facilitated portfolio performance review and implemented new strategies.
- Streamlined reporting procedures for greater efficiency in communicating portfolio updates to clients.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Communicated market developments, portfolio changes and annual performance information to clients.
Digital Sales & Service Associate
BOK Financial
07.2022 - 08.2024
- Managed customer issues and enhanced satisfaction by matching optimal solutions to individual customer needs.
- Collaborated with team members to streamline processes and improve overall service efficiency.
- Assisted customers with inquiries, resolving issues promptly for improved customer retention.
- Balanced multiple priorities effectively while maintaining a keen focus on delivering exceptional customer experiences consistently.
Associate Wealth Management Advisor
Morgan Stanley
06.2017 - 02.2019
- Communicated with customers about financial planning needs and decisions.
- Streamlined internal processes and workflows to maximize efficiency, allowing for more time to be spent on value-added client interactions.
- Worked closely with other departments within the firm to provide holistic financial advisory services for each client''s unique situation.
- Prepared detailed reports for both internal use and client presentations that accurately reflected account holdings, performance metrics, and recommendations for future action steps.
Client Service Associate
Capital Advisors
06.2017 - 02.2019
- Responded promptly to client inquiries via phone, email, or face-to-face meetings, demonstrating commitment to exceptional service standards.
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Maintained accurate client records, allowing for efficient tracking of account activity and personalized service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
Education
MBA - Finance
The University of Oklahoma
Norman, OK05-2024
Bachelor of Arts - Multidisciplinary Studies
The University of Oklahoma
Norman, OK05-2013
Skills
- Financial advisory services
- Portfolio strategy development
- Cross-functional collaboration
- Attention to detail
- Problem-solving
- Structured planning
- Task prioritization
- Proficient in managing multiple tasks
- Planning and coordination
- Effective communication
Timeline
Portfolio Manager
BOK Financial
08.2024 - Current
Digital Sales & Service Associate
BOK Financial
07.2022 - 08.2024
Associate Wealth Management Advisor
Morgan Stanley
06.2017 - 02.2019
Client Service Associate
Capital Advisors
06.2017 - 02.2019
MBA - Finance
The University of Oklahoma
Bachelor of Arts - Multidisciplinary Studies
The University of Oklahoma
Licenses
• FINRA Series 7
• FINRA Series 66
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