Curtis Tran
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Curtis Tran Email & Phone Number

Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy at New York Life Investments
Location: Dallas, Texas, United States 7 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy
Location
Dallas, Texas, United States
Company size

Who is Curtis Tran? Overview

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Quick answer

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.

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Email format at New York Life Investments

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New York Life Investments

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Profile bio

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

Current workplace

Curtis Tran's current company

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New York Life Investments
New York Life Investments
Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy
Dallas, TX
Employees
953
AeroLeads page
7 roles

Curtis Tran work experience

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Financial Services Professional | Financial Educator | First-Generation American | Empowering Families Through Financial Literacy

Dallas, Tx

Financial Professional

Dallas, Texas, United States

Agent licensed to sell insurance through New York Life Insurance Company

Jan 2024 - Oct 2024

Property Management Associate

Dallas, Texas, United States

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.

Jun 2023 - Nov 2023

Server

Barkeep’S Eatery & Taps

Nacogdoches, Texas, United States

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.

Dec 2021 - Jun 2023

Jack Walker

Nacogdoches, Texas, United States

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.

Nov 2021 - May 2023

Asset Management Intern

Dallas, Texas, United States

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.

May 2022 - Jan 2023

Production Team Member

Nacogdoches, Texas, United States

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.

Oct 2017 - Apr 2022
Team & coworkers

Colleagues at New York Life Investments

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1 education record

Curtis Tran education

FAQ

Frequently asked questions about Curtis Tran

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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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