Jennifer Tran
Marrero,LA
Summary
Adept at maintaining compliance and excelling in customer relations, I leveraged my expertise in Microsoft Excel and innovative problem-solving at Carazo Wealth Management to enhance client portfolio efficiency. My background spans from financial planning to leading service excellence in retail, consistently driving satisfaction and operational success.
Overview
5
5
years of professional experience
Work History
Paraplanner
Carazo Wealth Management
01.2023 - Current
- Reviewed client portfolios regularly to ensure proper asset allocation mix is maintained.
- Performed administrative tasks such as filing paperwork or preparing agendas for meetings.
- Assisted in the development of comprehensive financial planning models for clients.
- Ensured compliance with all applicable laws, rules, regulations, guidelines and standards related to financial services.
- Utilized a variety of software systems including CRMs and portfolio management tools in order to track client information and manage portfolios efficiently.
Store Representative / Shift Lead
Sweet Handkraft / Tiger Sugar
01.2021 - 01.2023
- Ensured timely and efficient production of sweets while maintaining high service standards
- Created an inviting and cheerful atmosphere, encouraging customers to explore and purchase more products
- Adapted quickly to new tasks and responsibilities
- Enhanced customer satisfaction through engaging interactions and personalized service
BARISTA
Starbucks
01.2020 - 01.2022
- Delivered exceptional customer service, ensuring a positive and friendly atmosphere for both customers and coworkers
- Efficiently prepared and served beverages and food
- Managed customer complaints and resolved issues effectively
Education
Bachelor of Science - Finance
University of New Orleans
New Orleans, LA05.2024
High School Diploma -
John Ehret High School
Marrero, LA05-2020
Skills
- Compliance requirements
- Due diligence
- Creativity and innovation
- Customer relations
- Microsoft PowerPoint
- Microsoft Excel Spreadsheet
Languages
Vietnamese
Professional
References
References available upon request.
Timeline
Paraplanner
Carazo Wealth Management
01.2023 - Current
Store Representative / Shift Lead
Sweet Handkraft / Tiger Sugar
01.2021 - 01.2023
BARISTA
Starbucks
01.2020 - 01.2022
Bachelor of Science - Finance
University of New Orleans
High School Diploma -
John Ehret High School
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