Sophie Tran's Work
- Senior Specialist, Brokerage Operation - SPS @ Charles Schwab
- Financial Solutions Advisor @ Bank of America Merrill Lynch
- Senior Relationship Manager - Adp @ Bank of America Merrill Lynch
- Tax Analyst @ Fidelity Investments
- Service Supervisor @ Wells Fargo
- Bank Teller @ Wells Fargo
- Associate @ Coach
- Sales Consultant - Team Lead @ TNPC Financial Group
- Independent Business Owner @ Lam Coffee Shop
Sophie Tran's Education
- Penn State University
Bachelors (Accounting, Finance)
2019 - 2020 - Dallas County Community College
Associates (Accounting, Finance)
2015 - 2018 - RMIT University Vietnam2013 - 2014
Sophie Tran's Skills
- Leadership
- Team Building
- Banking
- Public Speaking
- Income Tax
- Retail
- Medicare
- Sales
- Insurance Claims
- Financial Planning
Sophie Tran's Summary
Sophie Tran, is currently a Senior Specialist, Brokerage Operation - SPS at Charles Schwab, bringing experience from previous roles at Bank of America Merrill Lynch, Fidelity Investments and Wells Fargo. Sophie Tran holds a 2019 - 2020 Bachelors in Accounting, Finance @ Penn State University. With a robust skill set that includes Leadership, Team Building, Banking, Public Speaking, Income Tax and more, Sophie Tran contributes valuable insights to the industry. Sophie Tran has 1 email on RocketReach.
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