2024 -now Eligibility supervisor of Social Services Agency @ Department of Social Services
2021 -now Eligibility Worker @ County of Orange Social Services Agency
2020 -2023 Registered tax preparer @
2018 -2021 Member Service Representative III @ School First Federal Credit Union
2017 -2018 Relationship Manager @
2015 -2017 Licensed Agent @
2011 -2015 Personal Banker @
Daniel Truong Education
Grand Canyon University
Bachelor of Science - BS (Justice studies)
2024-2026
Orange Coast College
Associate of Arts (A.A.) (Psychology)
2001-2004
Daniel Truong Skills
Financial Analysis
Life Insurance
Disability Insurance
Asset Protection
Annuity Sales
Whole Life Insurance
Licensed in Long-Term Care Insurance
LGBT Planning
Estate Planning
Retirement
Leadership
Loan Servicing
Home Equity Lines of Credit
Insurance
Retirement Planning
Sales
Microsoft PowerPoint
Cross Selling
Communication
Financial Services
Microsoft Office
Notary Public
Microsoft Word
Licensed In Long Term Care Insurance
Microsoft Excel
Credit
Time Management
Customer Service
Problem Solving
Daniel Truong Summary
Daniel Truong, based in Anaheim, CA, US, is currently a Eligibility supervisor of Social Services Agency at Department of Social Services. Daniel Truong brings experience from previous roles at County of Orange Social Services Agency, H&R Block, School First Federal Credit Union and Bank of America. Daniel Truong holds a 2024 - 2026 Bachelor of Science - BS in Justice studies @ Grand Canyon University. With a robust skill set that includes Financial Analysis, Life Insurance, Disability Insurance, Asset Protection, Annuity Sales and more. Daniel Truong has 1 emails and 1 mobile phone numbers on RocketReach.
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