Jeffrey Tran Email & Phone Number

New York, Ny, Us

Business Strategy & Affiliate Relations - Nuveen Equities & Fixed Income

New York, Ny, Us

US Wealth Advisory Services

Newport Beach, California, Us

U.S. Global Wealth Management - Private Client Group

• Managed client accounts and candidate pipelines at a SaaS talent recruitment platform to produce recurring revenue• Conducted Business Development outreach through DRIP marketing campaigns to generate future cash flows• Created a sales campaign by researching previous sales opportunities through Microsoft Excel for new business leads

San Diego, Ca, Us

San Francisco, California, Us

Technology M&A (sell-side)Vista Point Advisors was founded on the principle that founder-led technology companies in the emerging and middle markets are unique and require specialized attention and advice when considering investment and exit opportunities. VPA is focused exclusively on working with founder-owned and operated businesses to deliver the most favorable transactions at premium valuations.

Us

Employer and Individual Human Capital Division

Claremont, Ca, Us

• Distribute and tracked residential utilities to all student residents at Pitzer College• Maintain inventory and condition of all housing supplies in the office to provide consistent service• Assist Resident Directors with Residence Life Projects or Tasks

San Diego, Ca, Us

• Conducted institutional research analysis on Target-Date Mutual Funds (TDFs) and Retirement Income Funds (RIFs) under a CFA at a boutique investment advisory firm with $32 million AUM• Analyzed TDFs and RIFs based on Modern Portfolio Metrics, investment processes, fund committees, and firm history; completed an attribution analysis to create a new fund for future clients• Delivered a pitch of three TDFs to the Portfolio Manager based on Morningstar Advisor research; suggested investment in American Funds 2030 TDF generated a 7.6% annual return for clients within the past year• Developed research reports on TDFs and RIFs which contributed to an increase in client base and AUM

Promoted to Head Coach during Summer 2016 — increased role by overseeing team operations, including swimming entries, team schedule, and email communication

• Coached and instructed 35+ swimmers with a variety of abilities, from pre-competitive to club level• Motivated swimmers within the pool setting to create a positive environment within the team • Communicated professionally with parents to ensure their comfort about their child’s experience• Formulated event rosters for competitive meets to ensure the best outcome for the team• Refined and perfected swimmer’s technique through a variety of drills and exercises• Designed workouts and sets for for the experienced competitive swimmers• Electronically recorded times of swimmers and entered them into meets• Set up/cleaned up pool area daily to maintain cleanliness of pool deck

Bachelor Of Arts - Ba, Economics

Entrepreneurship And Leadership Studies, Silicon Valley Program

High School