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 and financial planner- Prepare and process paperwork related to account openings, transfer of assets, estate planning- Communicate with clients on a regular basis with regard to any questions they may have- Build and analyze custom reports provided to senior wealth advisors to help with rebalancing and trading- Trade client portfolios when necessary- Ensure data integrity and safety with information through audits and regular check-ins with clients- Build relationships with clients through client events and networking events

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 monthly and quarterly financial presentations for division executive to present to senior management.

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 competition, and others.

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 for inclusion or exclusion in the portfolio based on various valuation techniques.

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 processes easier and simpler to understand for upper managers. - Prepared and delivered a decision based presentation to the CFO and senior financial managers about accelerating backlog conversion through one of our products

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 improvement.

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 stocked, spray bottles are filled, and trash is taken to the garbage bins every day.

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.