Charles Tran, Cfp® Email & Phone Number

San Jose, California, United States

San Jose, California, United States

San Francisco Bay Area

Silicon Valley Wealth Advisors was acquired by Allworth Financial. - Provide support to financial planners through data entry of client information into financial planning software, research on financial planning topics, preparing meeting agendas and deliverables.- Present to clients the basics of their financial plan with assistance from wealth advisors.

San Francisco, California, United States

San Francisco Bay Area

- Forecast top line of the P&L (bookings, shipments, revenue, etc.) during monthly snapshots and annual planning and ensure forecast is in line with other business partners in the division.- Work with corporate revenue team to ensure that revenue recognition standards are being met based on certain criteria of the customers and company policy.- Prepare.

San Francisco Bay Area

- Manage all headcount changes within division for many functional areas including R&D, admin, sales, marketing, and applications.- Forecast headcount related spend for future quarters and years.- Reconcile balance sheets to ensure same balance from KLA books to acquisition company books- Performed various ad hoc analyses dealing with M&A, rival.

San Francisco Bay Area

- Using $50,000 from a sponsor, manage equities in various industries that are in the S&P 500 Index- Evaluate financial assets through market, industry, and corporate analysis- Create a well diversified mutual fund from scratch with the goal of beating the S&P 500 returns- Work with teams to pitch certain stocks to buy, sell, or hold to the board members.

San Francisco Bay Area

- Accelerate worldwide backlog conversion by reporting a software and hardware prerequisite checklist before orders are taken to prevent a slow order to revenue conversion cycle and a growing backlog- Conduct forecasts for backlog and revenue recognized for the Americas (North and Latin America) Region - Automation of manual reports to make reporting.

San Francisco Bay Area

- Deliver attentive, fast, and friendly service to guests- Accurately record orders and through teamwork and communication, serve food and beverages that exceeds guest's expectations- Answer questions about the menu and make recommendations to guests when needed- Attend work meetings in order to promote company values, achieve goals, and focus on areas of.

San Francisco Bay Area

- Assist servers when needed by delivering food and beverages to their tables, taking dishes to the dish room, and lending a hand whenever needed- Prepare dirty tables for new customers by ensuring the tables are free from the prior customers debris.- Clean dishroom and kitchen floor every evening to prepare for the morning shift- Make sure storage room is.

San Francisco Bay Area

- Maintain real time updates of table management software by staying in communication with other hosts and by surveying the restaurant- Ensure customer satisfaction by giving accurate wait times, walking customers to the correct table, and informing servers of new tables- Kept lobby, bathroom, and front desk clean

San Francisco Bay Area

- Provided a safe, but fun environment by enforcing park and safety rules onto guests- Trained to provide first aid in emergency situations when needed (i.e. CPR, broken bones, bleeding, etc.)

Bachelor Of Science - Bs, Finance, General

- Deans Scholar 5 semesters in a row (3.65 GPA or higher throughout semester) - Junior Analyst @ Financial Navigator Student Investment.

Personal Financial Planning Certificate, Financial Planning And Services

The only CFP® Board registered program in Silicon Valley. The personal financial planning certificate program's objective for students is.

High School, High School/Secondary Diplomas And Certificates

Activities and Societies: Interact community service club, Water Polo Team, Swim Team- Magna Cum Laude Latin Honors Student (Cumulative.