Thomas N. Tran 206.794.4361 — [email protected] SUMMARY A highly organized hardworking, and dedicated professional with a background in clerical and administrative support. I have 3 years of experience in these roles. Successfully perform duties while placing emphasis on quality of services. I am actively seeking an administrative position in Wealth Management and Financial Planning. EDUCATION, CERTIFICATIONS, AND LICENSES Certified Financial Planner • N.C. State University - Currently Enrolled Examination Planned for March 2017 Estate, Insurance, Income Tax, Investment, and Retirement Planning. Capstone: Developing the Financial Plan. Property & Casualty License • Insurance Commissioner - Washington State Effective Until October 2017 The University of North Carolina at Greensboro, Greensboro, North Carolina • Bachelor of Arts in Biology and Continuing Ed. in Chemistry May 2015 Studies: Biotechnology and Genetic Engineering, Graduate Studies in Cancer and Cell Cycle Relevant Coursework: Statistics, Accounting, Macroeconomics, Calculus, Psychology. CORE COMPETENCIES • Ability to interpret and evaluate complex information, situations in order to apply logical and creative solutions. • Ability to anticipate the needs of clients and provide support for internal operations effectively and efficiently. • Strong ability to learn and adapt to new ideas and concepts and effective in their execution. • Expert level command in MS Excel, Word, Outlook and other technical programs. EMPLOYMENT Hawley & Associates LLC, Bellevue, Washington Assistant Account Manager March 2016 - Current • Provide due diligence to clients in a public-service oriented manner. • Execute applications through communication with clients, carriers, and Underwriters at every step, on multiple platforms, and fulfilling objectives by generating and maintaining company revenue. • Communicate with State Agencies and Financial Operations Centers on a daily basis to update client accounts, licenses, bonds, and policies are at their most current. • Collaborate in a cross departmental manner with executives and accounting on a daily basis to provide administrative support for internal operations. • Gather, input, maintain, extract, and present information from client management softwares such as AMS360, Catalyst, NECHO. • Prepared program proposals, program historical overviews, premium breakouts, and analytical presentations based on financial data for high net worth, for-profit, and nonprofit organizations. • Perform Account Audits for Internal and External Control Purposes. PCG Public Partnerships, SeaTac, Washington May - October 2015 • Fiscal Agency Representative Provided customer services in a professional, friendly and timely manner, public-service oriented and able to understand the needs of clients and staff members and how to effectively provide support. • Created and maintained excellent documentations of all inquiries for audits and internal control purposes. • Communicated with Financial Operations Center staff on regular basis. Recorded information into automated financial management system. • Identified documentation issues and errors in application procedures. Carolina Talent Inc, Charlotte, North Carolina 2006 - 2008 • Executive Assistant Client reception and answered to inquiries. Maintained and directed multiple line calls, researched and provided information as needed. Implemented documentation protocols in regards to the needs of clients. General office administration. • Assisted director of talent management company with monthly company events. Managed event calendar for clients and employees. Portfolio management. Answered inquiries, managed phones and visitors, and coordinated front office.

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Thomas N. Tran 206.794.4361 — [email protected]

SUMMARY

A highly organized hardworking, and dedicated professional with a background in clerical and administrative support. I have 3 years of experience in these roles. Successfully perform duties while placing emphasis on quality of services. I am actively seeking an administrative position in Wealth Management and Financial Planning. EDUCATION, CERTIFICATIONS, AND LICENSES Certified Financial Planner

• N.C. State University - Currently Enrolled Examination Planned for March 2017 Estate, Insurance, Income Tax, Investment, and Retirement Planning. Capstone: Developing the Financial Plan. Property & Casualty License

• Insurance Commissioner - Washington State Effective Until October 2017 The University of North Carolina at Greensboro, Greensboro, North Carolina

• Bachelor of Arts in Biology and Continuing Ed. in Chemistry May 2015 Studies: Biotechnology and Genetic Engineering, Graduate Studies in Cancer and Cell Cycle Relevant Coursework: Statistics, Accounting, Macroeconomics, Calculus, Psychology.

CORE COMPETENCIES

• Ability to interpret and evaluate complex information, situations in order to apply logical and creative solutions. • Ability to anticipate the needs of clients and provide support for internal operations effectively and efficiently. • Strong ability to learn and adapt to new ideas and concepts and effective in their execution. • Expert level command in MS Excel, Word, Outlook and other technical programs.

EMPLOYMENT Hawley & Associates LLC, Bellevue, Washington Assistant Account Manager March 2016 - Current

• Provide due diligence to clients in a public-service oriented manner. • Execute applications through communication with clients, carriers, and Underwriters at every step, on multiple platforms, and fulfilling objectives by generating and maintaining company revenue. • Communicate with State Agencies and Financial Operations Centers on a daily basis to update client accounts, licenses, bonds, and policies are at their most current. • Collaborate in a cross departmental manner with executives and accounting on a daily basis to provide administrative support for internal operations. • Gather, input, maintain, extract, and present information from client management softwares such as AMS360, Catalyst, NECHO. • Prepared program proposals, program historical overviews, premium breakouts, and analytical presentations based on

financial data for high net worth, for-profit, and nonprofit organizations. • Perform Account Audits for Internal and External Control Purposes.

PCG Public Partnerships, SeaTac, Washington May - October 2015

• Fiscal Agency Representative

Provided customer services in a professional, friendly and timely manner, public-service oriented and able to understand the needs of clients and staff members and how to effectively provide support.

• Created and maintained excellent documentations of all inquiries for audits and internal control purposes. • Communicated with Financial Operations Center staff on regular basis. Recorded information into automated financial

management system. • Identified documentation issues and errors in application procedures.

Carolina Talent Inc, Charlotte, North Carolina 2006 - 2008

• Executive Assistant

Client reception and answered to inquiries. Maintained and directed multiple line calls, researched and provided information as needed. Implemented documentation protocols in regards to the needs of clients. General office administration.

• Assisted director of talent management company with monthly company events. Managed event calendar for clients and employees. Portfolio management. Answered inquiries, managed phones and visitors, and coordinated front office.

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