Jonathan Tran
Sales and Training Manager at Paramic Financial Services
- Role
- Marketing Director at World Financial Group (WFG)
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Jonathan Tran
I help families and business owners build durable financial systems — not just…
Experience
Marketing Director
Oct 2016 — Present · Sugar Land, TX, US
Over an awesome career and decade in the banking industry, I have made the decision to switch gears and still be in the financial industry but as a financial planner for an awesome company, World Financial Group! I truly believe in financial literacy and educating my clients to make sure they are informed and are making the best decisions for their financial success and future. I am so blessed to be able take all my best experiences forward with me on this new journey with the support of my friends, family and the people in this organization.As always, I appreciate your business, referrals and keeping me in your thoughts for financial advice.My focus is planning around insurance, investments, retirement, taxes, estate and financial education.
Education
University of Houston-Downtown
Accounting
2015 — 2018
Skills
- Cross Selling
- Financial Services
- Consumer Lending
- Treasury Management
- Retirement
- Retail Banking
- Series 63
- Credit
- Commercial Mortgages
- Underwriting
- Sba
- Portfolio Management
- Loans
- Insurance
- Residential Mortgages
- Mortgage Banking
- Investments
- Finance
- Commercial Lending
- Sales
- Cash Management
- Credit Analysis
- Banking
- Mortgage Lending
- Lines of Credit
- Loan Origination
- Commercial Banking
- Refinance
- Retirement Planning
- Small Business Lending
- Analysis
- Home Equity Loans
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