Mimi Tran Location
- Southlake, TX, US
Mimi Tran Work
- 2023 -now Southlake Market President @
- 2019 -now Founder and Board of Director @
- 2013 -2023 Community Leader and Private Banker @
- 2013 -2018 Past Chairman @ Carroll Education Foundation
- 1999 -2017 Board of Directors for Irving Healthcare Foundation @ Irving Healthcare Foundation
- 2011 -2015 Board of Directors @ Southlake Women's Club
- 2010 -2013 Vice President, Banker @
- 2008 -2010 Senior Wealth Management Banker @
- 2007 -2009 Senior Client Manager @
- 2007 -2008 Sales Manager, Preferred Services; Senior Vice President @
Mimi Tran Education
- Louisiana State University 1987-1991
- Archbishop Blenk
Mimi Tran Skills
- Fundraising
- Working with Volunteers
- Social Media
- Insurance Planning
- Home Equity
- Private Banking Unsecured Line of Credit
- Private Banking Secured Line of Credit
- Professional Lending
- Business Succession Planning
- Certified Wealth Management
- Investment Planning
- Relationship Manager
- Banking
- Leadership
- Investments
- Management
- Finance
- Wealth Management
- Sales
- Credit
- Commercial Lending
- New Business Development
- Insurance
- Loans
- Relationship Management
- Customer Service
- Team Building
- Marketing
- Series 7
- Financial Services
- Asset Management
- Coaching
- Series 63
- Securities
- Interviews
- Asset Allocation
- Equities
- Lines Of Credit
- Credit Management
- Home Equity Lines of Credit
- Team Leadership
- Strategic Leadership
- Business Development
- CRM
- Portfolio Management
- Program Management
- Retirement Planning
- Selling Skills
- Strategic Planning
- Training
Mimi Tran Summary
- Mimi Tran, based in Southlake, TX, US, is currently a Southlake Market President at Texas Regional Bank. Mimi Tran brings experience from previous roles at Me Squared Cancer Foundation, Frost Bank, Carroll Education Foundation and Irving Healthcare Foundation. Mimi Tran holds a 1987 - 1991 Louisiana State University. With a robust skill set that includes Fundraising, Working with Volunteers, Social Media, Insurance Planning, Home Equity and more. Mimi Tran has 3 emails and 5 mobile phone numbers on RocketReach.
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