Francis Tran
Round Rock,TX
Summary
Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
13
13
years of professional experience
Work History
Financial Solutions Advisor
Merrill Lynch
Austin, TX
10.2022 - 02.2024
- Conducted financial reviews with clients to identify needs and objectives, developed financial strategies tailored to individual circumstances.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Business Development Manager
Greater Pacific Solutions
Irvine, CA
08.2015 - 09.2022
- Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
- Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
License Personal Banker
JPMorgan Chase
Huntington Beach, CA
07.2011 - 07.2015
- Assisted branch manager in developing strategies for increasing sales goals by identifying new leads through referrals from existing customers.
- Opened new accounts, managed existing accounts, and assisted customers with account maintenance tasks such as transfers, withdrawals, deposits, check orders.
Education
MBA - Business Administration And Management
California State University - Fullerton
Fullerton, CA12-2010
Bachelor of Science - Business Economics
California State University - Fullerton
Fullerton, CA05-2006
Skills
- Technical Analysis
- Project Management
- Organizational Management
- Sales and Marketing
- Teamwork and Collaboration
- Strategic negotiations
- Organization and Time Management
- Salesforce CRM
- Business Development
- Analytical and Critical Thinking
Affiliations
- Christian Youth Leader
- At-Risk Teens Camp Mentorship
Accomplishments
- National Sales Conference, 2012
- Conference Leadership, 2018, 2019, 2020
Languages
Vietnamese
Native/ Bilingual
Timeline
Financial Solutions Advisor
Merrill Lynch
10.2022 - 02.2024
Business Development Manager
Greater Pacific Solutions
08.2015 - 09.2022
License Personal Banker
JPMorgan Chase
07.2011 - 07.2015
MBA - Business Administration And Management
California State University - Fullerton
Bachelor of Science - Business Economics
California State University - Fullerton
Similar Profiles
Danny KashtDanny Kasht
Vice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill EdgeVice President at Merrill Lynch, Pierce, Fenner & Smith Incorporated: Merrill Edge
Megan BrightMegan Bright
Registered Wealth Management Client Associate at Merrill LynchRegistered Wealth Management Client Associate at Merrill Lynch
Jerrell LundyJerrell Lundy
Senior Client Service Specialist - Premier Clients at Merrill LynchSenior Client Service Specialist - Premier Clients at Merrill Lynch
Tia JenkinsTia Jenkins
Customer Accounting Specialist at Merrill LynchCustomer Accounting Specialist at Merrill Lynch
Edward ParkEdward Park
Emergency Medical Technician / Operations & Logistics Manager at The United States Air ForceEmergency Medical Technician / Operations & Logistics Manager at The United States Air Force