My-An Pham
Wealth Management Client Associate at Merrill Lynch
- Role
- Client Associate at Merrill Lynch
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About My-An Pham
My previous work experience has been centered in customer service and leadership roles, while my education has given me research, design, data science, and programming experience.
Experience
Client Associate
Aug 2022 — Present · Bellevue, WA, US
Created and updated client portfolios, expediting retirement plan generation and resulting in a 39% increase in retirement plans for clients- Recorded comprehensive meeting notes during client meetings for the financial advisor, providing context for portfolio decision making- Provided operational and sales support to financial advisors by managing and transferring client accounts- Strengthened client relationships for over 60 clients through writing newsletters, purchasing and shipping gifts, and planning meetings with their financial advisor
Education
University of Washington
Bachelor of Arts - BA
2019 — 2023
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