Curtis Tran Email & Phone Number
Who is Curtis Tran? Overview
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Curtis Tran is listed as Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy at New York Life Investments, a with 953 employees, based in Dallas, Texas, United States. AeroLeads shows a matched LinkedIn profile for Curtis Tran.
Curtis Tran previously worked as Financial Professional at New York Life Insurance Company and Property Management Associate at Oak Wood Ventures. Curtis Tran holds B.B.A. In Finance, Finance from Stephen F. Austin State University.
Email format at New York Life Investments
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About Curtis Tran
As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but notlimited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs andrecommend appropriate solutions.Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals beforemaking any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. Thesetestimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions.6565 N MacArthur Blvd, Suite 100, Irving, TX 75039, United States, Texas(936)244-2776
Curtis Tran's current company
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Curtis Tran work experience
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Financial Professional
Agent licensed to sell insurance through New York Life Insurance Company
Property Management Associate
In the role of Project Management Associate, orchestration of seamless utility transfers and optimization of asset management processes were focal points of my contributions. Employing strategic methodologies, I enhanced resource utilization and overall project efficiency. Collaborative endeavors extended extensively to working closely with cross-functional teams, particularly operations and accounting, ensuring a synchronized approach to asset optimization and maintaining financial accountability.Simultaneously, active engagement with the operations team led to the refinement of processes and enhancement of procedural workflows. This involvement significantly contributed to the development of streamlined systems that positively impacted project timelines. Furthermore, collaborative efforts with the accounting team were directed at digesting and meticulously analyzing intricate financial data, providing indispensable insights for informed decision-making. These multifaceted contributions sought to foster cohesion among diverse teams and propel strategic initiatives within the organization.
Server
Served as a dedicated food server at an Asian fusion restaurant, providing exceptional customer service, accurately taking orders, and ensuring a delightful dining experience for patrons. Collaborated with the team to uphold high standards of service and contribute to the overall success of the restaurant.
Jack Walker
Excelling as a tour guide at Stephen F. Austin State University, priding myself on delivering a superior experience through the artful presentation of the campus. Our commitment is underscored by the adept application of soft skills, emotional intelligence, networking, and storytelling, guaranteeing each presentation provides a sophisticated and personalized welcome to the public.
Asset Management Intern
Interned at a dynamic project management and real estate firm, gaining valuable experience in overseeing a diverse range of properties and contributing to successful initiatives.
Production Team Member
Contributed as a vital member of the Chick-fil-A kitchen team, ensuring efficient operations and maintaining high standards of food preparation and service. Collaborated with team members to deliver a positive dining experience for customers.
Colleagues at New York Life Investments
Other employees you can reach at morethaninvesting.com. View company contacts for 953 employees →
Martina Stacul
Colleague at New York Life InvestmentsMedea, Friuli-Venezia Giulia, Italy
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Abbas Hoosein
Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States
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Tom Entwistle,
Colleague at New York Life InvestmentsNew York, United States
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Chris Saltaformaggio
Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States
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Carson Graves
Colleague at New York Life InvestmentsNew York City Metropolitan Area, United States
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Tom Schmom
Colleague at New York Life InvestmentsKansas City Metropolitan Area, United States
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Myriam Rodriguez
Colleague at New York Life InvestmentsGreater Orlando, United States
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Ben Woessner
Colleague at New York Life InvestmentsPelican Rapids, Minnesota, United States
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Katherine Herbert Peters
Colleague at New York Life InvestmentsUnited States
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Cole Tobin
Colleague at New York Life InvestmentsGreater Boston, United States
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Curtis Tran education
Frequently asked questions about Curtis Tran
Quick answers generated from the profile data available on this page.
What company does Curtis Tran work for?
Curtis Tran works for New York Life Investments.
What is Curtis Tran's role at New York Life Investments?
Curtis Tran is listed as Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy at New York Life Investments.
Where is Curtis Tran based?
Curtis Tran is based in Dallas, Texas, United States while working with New York Life Investments.
What companies has Curtis Tran worked for?
Curtis Tran has worked for New York Life Investments, New York Life Insurance Company, Oak Wood Ventures, Barkeep’S Eatery & Taps, and Stephen F. Austin State University.
Who are Curtis Tran's colleagues at New York Life Investments?
Curtis Tran's colleagues at New York Life Investments include Martina Stacul, Abbas Hoosein, Tom Entwistle,, Chris Saltaformaggio, and Carson Graves.
How can I contact Curtis Tran?
You can use AeroLeads to view verified contact signals for Curtis Tran at New York Life Investments, including work email, phone, and LinkedIn data when available.
What schools did Curtis Tran attend?
Curtis Tran holds B.B.A. In Finance, Finance from Stephen F. Austin State University.
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