THANH TRAN
San Jose,CA
Summary
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
24
24
years of professional experience
Work History
New York Life Insurance Company
Santa Clara
05.2019 - 09.2024
- Improved clients satisfaction by providing exceptional customer service and addressing individual financial needs.
- Developed strong relationships with clients through regular communication and portfolios reviews, resulting in increased trust and retention rates.
- Reviewed client tax status and financial stand to sketch retirement planning.
- Analyzed and displayed scenarios where clients savings aligned with company products to meet their retirement goal and life expectancy.
- Advised on utilizing clients assets like cash value to mitigate tax.
SEAS Centre Program Coordinator
North York
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
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
Series 6, 63 - Financial Planning And Services
Finra
12-2023
Associated Degree in Business Administration -
George Brown College
09.2004
Skills
- Good observation & communication skills
- 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 4 languages: English, French, Chinese and Vietnamese
- Teamwork and Collaboration skills
- Customer Service and Problem solving
- Friendly, Positive Attitude and analytical skills
Timeline
New York Life Insurance Company
Santa Clara
05.2019 - 09.2024
SEAS Centre Program Coordinator
North York
01.2012 - 08.2018
Ballroom Dance Instructor (self-employed)
Toronto
05.2000 - 06.2018
Associated Degree in Business Administration -
George Brown College
Series 6, 63 - Financial Planning And Services
Finra
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