Minh Nhat Vu

• Provides clerical support to the Accounting Group by performing a variety of duties including maintaining, creating, and organizing invoices, electronic files, various documents, etc
• Prepare and process financial reports in Excel and Microsoft Word software
• Familiarized with ERP programs such as Ancora, Docuphase, and Great Plains.

Collaborated closely with senior management to cultivate equity sources through established relationships with pre-existing and newly sourced Limited Partners.

Implement and integrate new CRM software. Managed, organized, and analyzed data providing efficient data management.
Assisted in developing the meeting agendas and took notes for weekly equity and fundraising meetings.
Participated in a semiweekly financial model and Excel training led by the Vice President.
Reviewed and updated PC monthly financial packages and commitment amounts within different investment entities along with NDAs for designated LPs.

• As a teller, I receive and process customer financial transactions including deposits, withdrawals, and transfers
• Complete voided transactions, account maintenance, CD maintenance, process disputes, stop payments, payroll distributions, Card Services requests, check order requests, basic loan payment information, & closing accounts.

• Shadowee at Max Wealth Management, mentored by Tevin Shackelford
• Gained invaluable insights into day-to-day operations, honing proficiency in investment approaches, and prioritizing client-centric strategies to achieve financial stability.