SALES SUPPORT

With over two decades of comprehensive experience in the financial services industry, Ms. Tran boasts expertise in insurance, investment, and mortgage sectors, complemented by a robust understanding of banking and lending products. Her career journey includes serving as Vice President of the Private Banking Division at Wells Fargo Bank, where she adeptly managed high-net-worth client finances, provided proactive advisory services, and meticulously monitored account performance. Transitioning into entrepreneurship, she successfully owned and operated 14 retail-chain stores, achieving financial objectives through strategic management.