Thomas Tran Email & Phone Number
President and CEO @ Fortuna Wealth Management
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Thomas Tran Location
- Chicago, IL, US
Thomas Tran Work
- 2022 -now President and CEO @
- 2019 -2021 Financial Planner - Retirement Specialist @
- 2018 -2019 Client Service Associate @
- 2018 -2018 Client Service Coordinator @
- 2017 -2017 Financial Advisor in Training Intern @
- 2015 -2017 Sales Associate @
Thomas Tran Education
- College for Financial Planning
Master of Science Degree, Personal Financial Planning (Personal Financial Planning)
2018-2020 - University of Minnesota Duluth
Bachelor's degree (Financial Planning and Services)
2015-2018 - Linnaeus University 2017-2017
Thomas Tran Summary
- Thomas Tran, based in Chicago, IL, US, is currently a President and CEO at Fortuna Wealth Management. Thomas Tran brings experience from previous roles at Ameriprise Financial Services, LLC. Thomas Tran holds a 2018 - 2020 Master of Science Degree, Personal Financial Planning in Personal Financial Planning @ College for Financial Planning. Thomas Tran has 1 emails and 1 mobile phone numbers on RocketReach.
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