Htet Wai Email & Phone Number
Senior Client Service Associate @ FocusPoint Private Capital Group
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Htet Wai Location
- New York, NY, US
Htet Wai Work
- Senior Client Service Associate @ (January 2025 - Present)
- Client Relationship Associate @ (March 2022 - January 2025)
- Shareholder Service Representative @ (November 2019 - February 2022)
- Field Marketing Associate @ (December 2018 - November 2019)
- Financial Planning Intern @ (May 2017 - August 2018)
Htet Wai Education
- Suffolk University - Sawyer Business School
Bachelor of Science in Business Administration - BSBA (Finance and Business Law)
2015-2019 - Newtown High School
High School Graduate Degree
2011-2015
Htet Wai Skills
- Account Management
- Adobe Acrobat
- Analytical Skills
- Burmese
- CRM Databases
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- English
- Event Planning
- Financial Accounting
- Financial Analysis
- Internal Communications
- Leadership
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Organization Skills
- Organizational Effectiveness
- Public Speaking
- Redtail
- Research
- Retail
- Sales
- Salesforce.com
- Social Media
- Teamwork
- Time Management
- Wealth platform
- Working with Investors
Htet Wai Summary
- Htet Wai, based in New York, NY, US, is currently a Senior Client Service Associate at Capital Group. Htet Wai brings experience from previous roles at Capital Group, Neuberger Berman, Starry, Inc. and Arter Financial Strategies. Htet Wai holds a 2015 - 2019 Bachelor of Science in Business Administration - BSBA in Finance and Business Law @ Suffolk University - Sawyer Business School. With a robust skill set that includes Account Management, Adobe Acrobat, Analytical Skills, Burmese, CRM Databases and more. Htet Wai has 2 emails and 1 mobile phone numbers on RocketReach.
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