Tommy Chanthathep

Represent buyers and sellers in residential and investment transactions, managing end-to-end client workflows, documentation, and compliance. Develop and publish social-media content and create short-form video scripts to drive engagement and promote listings.

Led product strategy, roadmap, and feature prioritization for a Private Wealth Administration SaaS platform. Designed end-to-end workflows, use cases, SOPs, and BPMN diagrams, and directed cross-functional collaboration with CTO, engineering, and UI/UX teams.

Led a team administering alternative-investment custody across IRA, Roth, SEP, SIMPLE, and 401(k) accounts. Investigated account irregularities, supported fraud case reviews, and developed SOPs and workflow documentation to improve operational consistency.

Acted as internal wholesale support, working with upper management to obtain exceptions for interest-rate increases and policy amendments. Reviewed annuity contracts, calculated RMDs, and managed 60-100 inbound calls daily to resolve escalated issues.

Served on a pilot team that evolved into internal wholesale support, processing death claims and researching lost account holders. Calculated RMDs and contribution limits, entered variable-annuity trade orders, and managed over 100 inbound calls daily.

Reviewed and entered new-business applications into ING's proprietary system with high accuracy and regulatory compliance. Collaborated with brokers, advisors, and internal partners to resolve escalated issues and improve operational efficiency.

Studied Business Administration and Management at the University of Iowa from 2003 to 2005.

Earned an Associate of Arts and Sciences in Business Administration and Management from AIB College of Business from 2002 to 2005.