Thomas Tran Email & Phone Number
President and CEO @ Fortuna Wealth Management
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Thomas Tran Location
- Chicago, IL, US
Thomas Tran Work
- President and CEO @ (June 2022 - Present)
- Financial Planner - Retirement Specialist @ (January 2019 - August 2021)
- Client Service Associate @ (August 2018 - January 2019)
- Client Service Coordinator @ (June 2018 - August 2018)
- Financial Advisor in Training Intern @ (June 2017 - August 2017)
- Sales Associate @ (March 2015 - January 2017)
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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