Tracey Nguyen
Lancaster,PA
Summary
Dynamic and diligent executive assistant to the founder and CEO of a $20 million dollar business in Lancaster, PA, with a background and proficient level of knowledge in the financial and regulatory industry. Proven ability to handle sensitive information with discretion, while anticipating needs and proactively managing priorities to ensure smooth executive functioning in fast paced, and fluid environment.
Overview
8
8
years of professional experience
Work History
Executive Assistant
K&A Appliance
08.2023 - Current
- Assisted the owner of the company and management team, with, with business, legal, financial, and personal matters.
- Attended and documented all executive-led meetings. Filed paperwork and organized computer-based information.
- Managed owner's incoming and outgoing personal and business correspondences and his business and personal calendar.
- Handled internal and external logistics, catering, agendas and travel arrangements for meeting and event planning.
- Collaborated with executive team to initiate new projects and assist in various processes to increase day to day efficiency and expand business by establishing SOP's and coordinating acquisition of property for business expansion.
- Enhanced executive decision-making with comprehensive research and detailed reporting.
Grants Manager
YWCA Lancaster
01.2023 - 08.2023
- Developed grant proposals, grant applications, and reports to secure funding for programming and projects.
- Collaborated with program directors and finance teams to gather information and data needed for grant applications and reporting.
- Increased funding opportunities by researching and identifying new grant sources, expanding organization's financial resources.
- Manage the full grant lifecycle, including proposal development, submission, tracking, reporting, and stewardship of awarded grants.
- Fostered strong relationships with community stakeholders to support program objectives and enhance funding opportunities.
- Coordinated site visits for donors to showcase ongoing initiatives successfully implemented using their funds.
Financial Advisor
Edward Jones
03.2020 - 06.2022
- Consulted and advised book of 400 clients and collaborated with clients' business professionals to create a comprehensive wealth plan for short and long term financial goals,
- Prepared reports and conducted quarterly reviews and investment forecasting to present to clients.
- Developed strategy for prospecting new clients and standard operating procedures for office operations.
- Collaborated and networked with other business professionals and participated in community events on a weekly basis.
- Increased branch office assets under management by $2.4 million, and number of new clients by 90 new households over the course of 18 months.
Sales Associate
Hand and Stone Spa
04.2017 - 09.2019
- Assisted checking in and out 55-70 guests daily.
- Ensured satisfaction for all guests' services and handle any customer issues.
- Handled and coordinated book of schedule to ensure maximization of schedules for a spa of 17 therapists and estheticians.
- Developed and executed strategy to increase customer retention, sales, and enhance overall experience, increasing new client memberships by 15% in 2018.
Education
Bachelor of Arts - Economics
Franklin And Marshall College
Lancaster06-2019
High School Diploma -
J. P. McCaskey High School
Lancaster, PA06-2014
Skills
- Strong Communication and interpersonal skills with C-Suite level professionals, executives and individuals
- High level of discretion and professionalism
- Confidential document and sensitive information handling
- Financial and legal administrative support and record keeping
- Relationship building and management
- Wealth Management
Languages
English
Native or Bilingual
Vietnamese
Native or Bilingual
Spanish
Limited Working
Timeline
Executive Assistant
K&A Appliance
08.2023 - Current
Grants Manager
YWCA Lancaster
01.2023 - 08.2023
Financial Advisor
Edward Jones
03.2020 - 06.2022
Sales Associate
Hand and Stone Spa
04.2017 - 09.2019
Bachelor of Arts - Economics
Franklin And Marshall College
High School Diploma -
J. P. McCaskey High School
Similar Profiles
William ThihaWilliam Thiha
Work Experience at Appliance Repairs| A1 Appliance Centre| Bunbury WAWork Experience at Appliance Repairs| A1 Appliance Centre| Bunbury WA
Joshua AndrewsJoshua Andrews
Technician-in-Training at Appliance Home (Appliance warehouse)Technician-in-Training at Appliance Home (Appliance warehouse)
Anthone CrableAnthone Crable
Lead Retail Customer Service Coordinator at Home Appliance Sales and ServiceLead Retail Customer Service Coordinator at Home Appliance Sales and Service