Tony G. Tran
- Role
- Enterprise Bank & Trust
- Location
- Costa Mesa, CA, US
- LinkedIn followers
- 500 followers
About Tony G. Tran
Proven experience in Senior Business Development and Managerial roles with over…
Experience
Present
Education
California State University, Fullerton
Business
2001 — 2005
Securities Training Corporation
Series 6 & 63 Life & Healh CA licenses, Securities, Stock and Bonds
Savana High School
High School Diploma, Business
1995 — 1996
Orange Coast College
Business and Computer Science
1997 — 2001
Skills
- Financial Advisory
- Fixed Annuities
- Investment Strategies
- Private Banking
- Commercial Banking
- Coaching
- Wealth
- Portfolio Management
- Loans
- Sales
- Financial Planners
- 401k
- Insurance
- Small Business Lending
- Retirement
- Deposits
- Treasury Management
- Strategic Financial Planning
- Customer Service
- Life Insurance
- Finance
- Branch Banking
- Mortgage Lending
- Management
- Team Building
- Business Development
- Wealth Management
- Loan Origination
- Banking
- Mutual Funds
- Risk Management
- Investments
- Cash Management
- Credit
- Executive Management
- Business Planning
- Employee Benefits
- Relationship Management
- Small Business
- Financial Analysis
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