THANH TRAN
San Jose,CA
Summary
Registered Representative known for having a terrific work ethics and providing exceptional service to all clients. A highly energetic employee unafraid of making cold calls and networking to generate new business connections.
Overview
24
24
years of professional experience
Work History
New York Life Insurance Company
Santa Clara
CA
05.2019 - Current
- Improved clients satisfaction by providing exceptional customer service and addressing individual financial needs.
- Developed strong relationships with clients through regular communication and porfolio reviews, resulting in increased trust and retention rates.
SEAS Centre Program Coordinator
North York
On.
01.2012 - 08.2018
- Developed comprehensive projects for city senior citizens, focused on health and goodwill in senior’s homes in the city.
- Facilitated hobby classes for seniors and organized activities to enhance their social health.
Ballroom Dance Instructor (self-employed)
Toronto
On.
05.2000 - 06.2018
- Enhanced students performance by developing tailored lesson plans for individual needs.
- collaborated with non profit organizations in the city to create health group for seniors.
- improved clientele retention by providing personalized feedback and progress report on regular basis.
Education
Financial Planning And Services
Finra
Online Courses12-2023
Associated Degree in Business Administration -
George Brown College
Toronto, Ontario Canada09.2004
Skills
- Good observation & communication skills to guide others achieve their goals
- Microsoft Word, Excel, Outlook, Power Point, Quick Book, Simple Acct
- Highly organized with demonstrated leadership skill in coordinating and motivating others Time Management and Task focused skills
- Well trained in People skill and Knowledge of Cultures
- Speak, read and write four languages: English, French, Chinese (Cantonese, Mandarin), and Vietnamese
Timeline
New York Life Insurance Company
Santa Clara
05.2019 - Current
SEAS Centre Program Coordinator
North York
01.2012 - 08.2018
Ballroom Dance Instructor (self-employed)
Toronto
05.2000 - 06.2018
Financial Planning And Services
Finra
Associated Degree in Business Administration -
George Brown College
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