Tu Van
Orlando,Florida
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
11
11
years of professional experience
Work History
Registered Nurse
Orlando Health
01.2021 - Current
- Collaborated with physicians to quickly assess patients and deliver appropriate treatment while managing rapidly changing conditions.
- Administered medications and treatment to patients and monitored responses while working with healthcare teams to adjust care plans.
- Educated patients, families and caregivers on diagnosis and prognosis, treatment options, disease process, and management and lifestyle options.
Financial Advisor
Wells Fargo & Company
01.2016 - 12.2018
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Bank Teller
Wells Fargo & Company
01.2013 - 12.2016
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
Education
Bachelor of Science - Nursing
Rasmussen University
Ocala, FL01.2021
Bachelor of Science - Finance
University of South Florida
Tampa, FL04.2013
Skills
- Goal-oriented
- Personable
- Verbal and Written Communication
- Customer Service
Brazilian Jiu Jitsui
Enthusiastic martial arts practitioner that competed in local and national tournaments. Assistant coach at University of Central Florida
Languages
Vietnamese
Professional Working
Timeline
Registered Nurse
Orlando Health
01.2021 - Current
Financial Advisor
Wells Fargo & Company
01.2016 - 12.2018
Bank Teller
Wells Fargo & Company
01.2013 - 12.2016
Bachelor of Science - Nursing
Rasmussen University
Bachelor of Science - Finance
University of South Florida
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