Cathy Tran Email & Phone Number
Managing Director, Senior Client Advisor @ Bessemer Trust
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Cathy Tran Location
- Washington, DC, US
Cathy Tran Work
- 2026 -now Managing Director, Senior Client Advisor @
- 2015 -2025 Principal, Senior Client Advisor @
- 2014 -2014 Senior Vice President, Client Advisor @
- 2012 -2013 Vice President, Client Advisor @
- 2011 -2011 Associate Vice President, Client Advisor @
- 2009 -2010 Assistant Vice President, Client Advisor @
- 2008 -2009 Assistant Vice President, Associate Client Advisor @
- 2004 -2007 Associate Client Advisor @
Cathy Tran Education
- Johns Hopkins School of Advanced International Studies (SAIS)
Master's degree (Finance)
2003-2005 - University of Florida
Bachelor's degree (Finance)
1999-2003
Cathy Tran Skills
- Private Equity
- Financial Modeling
- Corporate Finance
- Hedge Funds
- Investment Management
- Asset Managment
- Asset Allocation
- Equities
- Fixed Income
- Series 7
- Financial Services
- Investments
- Strategic Financial Planning
- Risk Management
- Asset Management
- Wealth Management
- Financial Planning
- Sales
- Teaching
- Business Analysis
- Training
Cathy Tran Summary
- Cathy Tran, based in Washington, DC, US, is currently a Managing Director, Senior Client Advisor at Bessemer Trust. Cathy Tran brings experience from previous roles at Bessemer Trust. Cathy Tran holds a 2003 - 2005 Master's degree in Finance @ Johns Hopkins School of Advanced International Studies (SAIS). With a robust skill set that includes Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Investment Management and more. Cathy Tran has 2 emails and 2 mobile phone numbers on RocketReach.
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