Brian Pham

.Monitor system performance and security, proactively identifying and addressing
potential issues before they become critical.
.Maintain and update documentation related to system configurations, procedures,
and policies.
.Develop and implement IT policies and procedures that ensure compliance with
relevant laws, regulations, and industry standards.

.Ensure that all help desk requests are addressed promptly, accurately, and
professionally.
Maintain and troubleshoot cloud-based systems
(JIRA/Confluence/GITLAB/RD) Perform routine system backups and disaster recovery
procedures.
.Participate in daily scrums and operations meetings
Manage Azure RBAC for management groups creating permissions requests
.Implement red hat linux commands for DTA transfers and Windows powershell
commands for DTA transfers

.Facilitate prospect interactions and have closed fee-based planning agreements during the initial meeting.

. Manage client relationships through a streamlined process of continuous engagement.

.Initiated improvements to client on-boarding experience and on-going service model to drive referrals.

.Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan.

• Analyzing financial data received from clients to develop strategies for meeting clients' financial goals.
• Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients.

Consult and coordinate with clients regarding cuts and styles that best fit their needs.

Perform technical support programs / service agreement tasks and assignments to ensure automation systems are properly maintained.

Collect client payments and record payment transactions with excel