Tamin Nguyen
About Tamin Nguyen
Tamin Nguyen is a Financial Representative at TD Ameritrade in Southlake, Texas, with a background in finance from The University of Texas at Dallas.
Title and Current Company
Tamin Nguyen holds the position of Financial Representative at TD Ameritrade. He has been with the company since 2018, working out of Southlake, Texas. TD Ameritrade is a notable player in the financial services industry, providing a range of investment services and products.
Previous Work Experience
Before joining TD Ameritrade, Tamin Nguyen gained valuable customer service experience. He worked at The Blue Fish as a Server from 2015 to 2017 and as a Host/Trainer from 2012 to 2015 in the Dallas/Fort Worth Area. These roles helped him develop strong interpersonal and training skills.
Education and Expertise
Tamin Nguyen studied at The University of Texas at Dallas, where he pursued a Bachelor’s degree in Finance, General. He attended the university from 2014 to 2017. His education laid a strong foundation for his expertise in financial services.
Lead Generation and Sales Conversion
At TD Ameritrade, Tamin Nguyen excelled in lead generation and sales. He generated $150K worth of leads to the company each month via Salesforce, achieving a 30% conversion rate into assets. This illustrates his effectiveness in client acquisition and conversion.
Client Handling and Process Improvement
Tamin Nguyen handled over 60 investment and retirement-related inquiries monthly, adeptly resolving escalations and performing trades. He applied LEAN methodology to identify multiple areas of improvement during daily team huddles, showcasing his commitment to process optimization. Additionally, he researched clients' trade history and calculated cost basis using Excel to provide tax documents.