Brayden Tran
Finance, Investment, & Banking, RMI | Wisconsin School of Business | FINRA SIE Certificate | Mercile J Lee Scholar
- Role
- On-call Branch Office Administrator at Edward Jones
- Location
- Oklahoma City, OK, US
- LinkedIn followers
- 500 followers
About Brayden Tran
I am a junior at the University of Wisconsin–Madison, double-majoring in Finance…
Experience
On-call Branch Office Administrator
Jun 2023 — Present · Oklahoma City, OK, US
Managed data for 400+ clients through Excel, streamlining records for efficient tracking and demographic analysis• Coordinated client meetings and led the branch migration efforts, converting 90% of clients to MoneyGuide• Supported the financial advisor with portfolio alignment with client\'s financial goals
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