Daisy Hoang

Experience

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  Seleni Institute

  Jun 2016 - Aug 2016

  Administrative Intern

  Created 21 brief summaries of extensive studies on the health benefits of paid parental leave and contributed to Executive Director’s presentation at the Concordia Summit 2016 in New York CityComposed over 100 patient reports using Valant, an electronic medical report software, and Salesforce to help track patients’ health progressConducted a research project on barriers to mental health services for Vietnamese Americans and presented to the Executive Director and Staff

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  Georgetown Office of Advancement

  Feb 2017 - May 2017

  Student Data Analyst

  Researched new addresses and updated contact information of over 180,000 Georgetown affiliates. Familiarized with digital tools such as AlumniFinder, GAMBIT (a Georgetown database), and Axosoft Identified the most efficient way to filter out information from GAMBIT to accurately scanned and identified errors in over 100 data entries per hour

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  Wyzant

  May 2017 - Jul 2017

  ACT Mathematics Tutor
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  Georgetown University Disability Studies Program

  Jan 2018 - May 2018

  Student Program Assistant

  Manage all social media platforms for the Disability Studies Program. Responsible for creating advertising materials for all events. Analyze readership data and increase engagements.

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  Bank of America Merrill Lynch

  Feb 2018 - Aug 2018

  Wealth Management Summer Analyst

  Researched and reviewed investments such as Blackstone PE, State Street Spdr, and Fidelity Mutual Funds, then used performance, risks, and earnings to determine the best investment decision Attended 6 client annual reviews and managed 10+ clients’ Salesforce and ML One profiles Completed a 2-month long case study to find solutions and meet potential client’s financial goals. As a result, determined whether client can pay off loans, achieve desired retirement goals, and maintain an emergency fund over a 20-year period Show less

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  Georgetown University Health Education Services

  Oct 2018 - Jun 2019

  Administration Assistant
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  Bank of America Merrill Lynch

  Apr 2019 - Nov 2020

  Financial Solutions Advisor

  Daily resolution of 20+ client banking needs at a financial center, built individualized financial plans and brought over 7 clients from competitors; led workshops on effective prospecting during COVID-19Managed a book of business with 21+ households and over $1MM of assets under management Awarded Merrill Edge Mid-Atlantic Advisor of the Month in April 2020

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  Bank of America

  Dec 2020 - now

  Develop strategic and timely plans to help users adopt new technology solutions by given deadlines. Part of a 3-person team and facilitated 7 technology releases to 700+ individuals and 6+ teams year-to-dateConduct field research to identify knowledge gaps then utilize this information to produce user-centric learning resources. Produced in total 7 release notes, 8 step-by-step guides, and 13 instructional videos year-to-date Execute on average 4 projects per quarter to address operational needs across stakeholdersDiagnose problems and build digital solutions using business values and agile practices Supervise 4 offshore teammates to collect data and produce monthly reports as part of deliverables Built 10 dynamic Tableau workbooks to streamline client operational metric reports resulting in improved timeliness for platinum large institutional clientsBuilt a client scorecard that consolidated 17 different data sources; eliminated 3+hrs/week required of client representatives to create client decksAutomated 2 metric reports and increased data accessibility for OTC Derivatives and Collateral products Managed team inbox and resolved user queries averaging 11 emails / week

  • Change Management & Operational Readiness Manager

    Jan 2023 - now

  • Strategy Execution Lead II, AVP

    Sept 2021 - now

  • Strategy Execution Lead I, AVP

    Dec 2020 - Sept 2021