1. David Bui
david_bui@outlook.com
4906 Tennille Ct.
Charlotte, NC 28212
919.961.4218
EDUCATION
North Carolina State University,Raleigh, NC
B.S. in Business Management May 2005
Concentration: Finance
OBJECTIVE
To obtain a position where I can utilize my account management, data maintenance, technical skill-sets,
and customer support experience to contribute and add value to the company.
EXPERIENCE
 Raleigh Operations Manager 03/2015 – 12/2015
o AllBack Office Consulting, LLC
 Managed a team of operations associates I (3-6 members)
 Created internal initiatives and infrastructure support
 Including training schedule for new hires and on-going training
 Implemented resumption plans for certain processes
 Delegated and Managed special data mining projects to produce output
 Reviewed Employee Performance
 Responsible for interviewing and hiring new employees
 Technology Advisor | Account Manager II 12/2012 –12/2015
o AllBack Office Consulting, LLC
 Provided operational support to other technology advisors
 Assisted internally with IT infrastructure support for the company
 Managed between 3-13 client accounts
 Reconciled daily financial data
 Processed monthly and quarterly billing and reporting
 Assessed client issues/requests and executed on providing solutions
 Managed multiple projects to meet deadlines
 Resolved complex issues through SQL data mining and queries
 Assessed client issues and provided support for web-based applications and IT issues
 Senior Operations Analyst 07/2011 – 02/2012
o Tamarac,Inc.
 Managed client relationships as Primary Point of Contact for 10-15 clients
 Conducted internal training for current and new employees
 Performed daily data maintenance tasks including:
 Reconciling daily financial activity and data
 Producing client-facing reports and management fee invoices
 Conducted Initial Interview Screens for new hires
 Technical Client Services Specialist II 07/2008 – 07/2011
o Schwab Performance Technologies
 Provided IT/software technicalsupport for PortfolioCenter and PortfolioCenter Relationship
Manager CRM programs
 Conducted consulting/training in-house and externally at client offices
 Provided web-based training on specialized topics/functions of the software
 Assisted marketing/documentation specialist with official Best Practices documents

2. o Schwab Performance Technologies Select Service
 Acted as a specialized Point of Contact for specific Investment Advisory firms using
PortfolioCenter software
 Conducted webcast training as part of the Select Service offering
 Served as a Point of Contact for Third Party partners/vendors to assist with
technical support issues
o Schwab Performance Technologies PortfolioServices
 Performed daily data management on financial activity
 Produced client-facing reports for advisors using the web-hosted solution
 Conducted internal training for current and new employees
 Prepped Client databases and hosted-website through implementation
 Clients were then transitioned to the Service Team upon completion
 Technical Support Associate I 11/2005 - 07/2008
o Schwab Performance Technologies
 Communicated with a variety of clients on a day to day basis
 Assisted clients basic network troubleshooting
 Provided IT/software support for Portfolio Center/ Centerpiece programs
SOFTWARE PROFICIENCY
 Proficient in Microsoft Word, Excel, PowerPoint,Access
 Basic understanding of Microsoft SQL Server and SQL tools
 Microsoft Live Meeting, Cisco Webex, Citrix GoToAssist, Citrix GoToMeeting
 PortfolioCenter, Centerpiece,PortfolioCenter-Relationship Manager (crm), Junxure (crm)
 Microsoft Dynamics CRM
 PortfolioServices Web-hosted solution.
 Tamarac Rebalancer,Tamarac AdvisorView Web-hosted Platform
 AllBack Office Reportal web-based application
 Other internal propriety software/systems
REFERENCES AVAILABLE UPON REQUEST