Tri Tran Location
- Sacramento, CA, US
Tri Tran Work
- 2023 - now Founder, and Manager @
- 2021 - 2022 Vice President, Wealth Manager @
- 2021 - 2021 Portfolio Management Senior Associate @
- 2019 - 2021 Portfolio Manager Associate @
- 2017 - 2018 Vice President, Divisional Sales Performance Manager, Consumer Lending, Northern California @
- 2014 - 2017 Assistant Vice President, Small Business Banking MBA Associate, Leadership Development Program @
Tri Tran Education
- University of Notre Dame - Mendoza College of Business
MBA (Corporate Finance & Investments)
2012 - 2014 - University of California, Davis
Bachelor of Arts - BA (Business)
2002 - 2006
Tri Tran Skills
- Investments
- Equity Research
- Start-ups
- Entrepreneurship
- Management
- Equities
- Financial Modeling
- Investment Properties
- Marketing
- Training
- Analysis
- Financial Analysis
- Administrative Assistance
- Real Estate
- MBA
- Tri
- Property
- Real Property
- B2b
- Solution Selling
- Contractors
- Leadership
- New Business Development
- Spanish
- HRIS
- Mortgage Lending
- Stocks
- Sales
- Agents
- Sales Presentations
- Recruiting
- Account Management
- Strategic Planning
- Yield
- Seminars
- Setups
- CRM
- Hiring
- Portfolio
- Employee Relations
- Restrictions
- Applicant Tracking Systems
- Lead Generation
- Structure
- Construction
- Applicant Tracking
- Direct Sales
- Returns
- Capital
- Books
- COBRA
- Brokerage
- Newspapers
- Onboarding
- Commodities
- Intelligent Agents
- Sales Management
- Organizational Structure
- Performance
- Team Building
- Employee Benefits
- Customer Retention
- Managerial Economics
- Project Management
- Banking
- Sociology
- Units
- Finance
- Selling
- Sales Force Development
- Titan
- Securities
- Responsibility
- Income
- Radio
- Meals
- Relationship Building
- SAN
- Sales Manager
- Start Ups
- Building Relationships
- Competition
- SaaS
- Payroll
- Sales Process
- Strategy
- Time and Attendance
- Time Management
- Project
- Fluency
- Cold Calling
- Community
- Performance Management
- Telemarketing
- Campaigns
- ADP Payroll
- Public Administration
- Computer Proficiency
- Selling Skills
- Outside Sales
- Planners
- Vietnamese
- Human Resources
- PEO
- Tuition
- Curriculum Design
- Profit
- Human Resources Information Systems Hris
- Salesforce.com
- Employee Training
- Contractual Agreements
- Development
- Real Estate License
- Cash Flow
- Workshops
- Zoning
- Deal Closure
- Sales Operations
- 401k
Tri Tran Summary
- Tri Tran, based in Sacramento, CA, US, is currently a Founder, and Manager at Tran Partnership, LLC. Tri Tran brings experience from previous roles at BNY Mellon, Bank of America Private Bank and Bank of America. Tri Tran holds a 2012 - 2014 MBA in Corporate Finance & Investments @ University of Notre Dame - Mendoza College of Business. With a robust skill set that includes Investments, Equity Research, Start-ups, Entrepreneurship, Management and more. Tri Tran has 1 emails and 1 mobile phone numbers on RocketReach.
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