AeroLeads people directory · profile

Mike Tran Email & Phone Number

Bringing nearly 20 years of military and financial experience to help clients maximize investments, mitigate risk from market volatility, and secure personal and investment financing. at World Financial Group (WFG)
Location: Phoenix, Arizona, United States 9 work roles 6 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Bringing nearly 20 years of military and financial experience to help clients maximize investments, mitigate risk from market volatility, and secure personal and investment financing.
Location
Phoenix, Arizona, United States
Company size

Who is Mike Tran? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Mike Tran is listed as Bringing nearly 20 years of military and financial experience to help clients maximize investments, mitigate risk from market volatility, and secure personal and investment financing. at World Financial Group (WFG), a with 13227 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Mike Tran.

Mike Tran previously worked as Mortgage Loan Officer at Mike Tran - 24/7 Mortgage Lending & Investments and Senior Aviation Logistics / Senior Supply Chain Manager at U.S. Army Combat Aviation Brigade. Mike Tran holds Information Security Analysts from Aci Tech Academy.

Company email context

Email format at World Financial Group (WFG)

This section adds company-level context without repeating Mike Tran's masked contact details.

World Financial Group (WFG)

Review company-level records connected to Mike Tran before choosing the right outreach path.

Profile bio

About Mike Tran

For nearly two decades, I’ve proudly served in the Army, developing a diverse skill set spanning aviation logistics, finance, homeland emergency operations, and recruiting. My experience in the military shaped me into a leader with a deep understanding of discipline, strategy, and problem-solving, all qualities I now bring to my civilian career.One of my proudest moments in uniform came during the pandemic when I was named the top recruiter in the nation for the Army National Guard. I broke records in Silicon Valley, a region historically struggling to meet recruitment goals. In a time of uncertainty and unprecedented challenges, I led my team to mission success. I redefined what was possible in recruitment, proving that leadership and innovation can overcome any obstacle.In the civilian world, I’ve translated these leadership principles into the financial sector. I owned and operated a private K-12 school, managing over 100 employees and focusing on empowering the next generation of leaders. Today, as a senior financial planner and managing partner at an investment firm, I specialize in helping clients navigate complex financial landscapes. I leverage my military experience and business acumen to guide individuals and families in maximizing their investments and mitigating risks from market volatility. As a mortgage loan officer, I specialized in complicated loans, working tirelessly to help clients secure the best financing for personal and investment properties. My background gives me a unique perspective, allowing me to see challenges from multiple angles and craft strategies others might overlook.Whether through financial planning, investment management, or navigating challenging loan scenarios, I’m committed to helping my clients overcome obstacles and achieve their goals confidently. My experience both on the battlefield and in the boardroom allows me to offer a rare level of expertise in today’s competitive market.

Current workplace

Mike Tran's current company

Company context helps verify the profile and gives searchers a useful next step.

World Financial Group (WFG)
World Financial Group (Wfg)
Bringing nearly 20 years of military and financial experience to help clients maximize investments, mitigate risk from market volatility, and secure personal and investment financing.
duluth, georgia, united states
Employees
13227
AeroLeads page
9 roles

Mike Tran work experience

A career timeline built from the work history available for this profile.

Mortgage Loan Officer

Current
Mike Tran - 24/7 Mortgage Lending & Investments

Phoenix, Arizona, United States

As a Mortgage Loan Officer, I specialize in securing complicated and non-traditional loans for clients across all 50 states. Drawing from nearly 20 years of military and financial experience, I provide personalized solutions for individuals and businesses, helping them navigate the complexities of personal and investment financing.Key Responsibilities & Accomplishments:Specialize in wholesale loans, offering clients access to a wide range of lenders to secure competitive rates and terms.Utilize in-depth knowledge of investment strategies and risk mitigation to help clients with complicated financial profiles obtain the financing they need.Work closely with clients to understand their unique financial situations, providing tailored loan solutions to meet both personal and business needs.Successfully close complex loan deals by coordinating with lenders and clients, ensuring all documentation and processes are handled efficiently.Leverage my background as a financial planner to advise clients on structuring loans that align with their long-term financial goals.Through a combination of expertise, dedication, and personalized service, I help clients achieve their financial objectives and overcome challenges in securing loans, no matter how complex the scenario.

Sep 2024 - Present

Senior Aviation Logistics / Senior Supply Chain Manager

Current
U.S. Army Combat Aviation Brigade

Los Alamitos, California, United States

As a Senior Aviation Logistics and Supply Chain Manager, I led a team of 16 logistics specialists in overseeing the daily operations of import, export, and inventory management for hundreds of millions of dollars in U.S. government aviation equipment, including Blackhawk helicopters and various military aircraft.My key responsibilities included:Managing the procurement, distribution, and accountability of aviation parts and equipment to ensure mission readiness and sustainment for critical aviation assets.Coordinating the shipment and receipt of high-value military aircraft and equipment across multiple global locations, ensuring compliance with military and federal regulations.Implementing and maintaining detailed inventory control systems, reducing equipment loss and ensuring 100% accountability.Leading logistics planning for large-scale deployments and training exercises, ensuring seamless transportation of aircraft and aviation parts under tight deadlines.Developing and executing process improvements to enhance supply chain efficiency, reduce costs, and improve the readiness of aviation units.Collaborating with senior military leaders, contractors, and federal agencies to align logistics efforts with strategic mission goals.Training and mentoring logistics personnel, fostering a culture of excellence and continuous improvement within the team.Through my leadership, our unit consistently met or exceeded mission objectives, ensuring that aviation operations were fully supported and ready for deployment at any time.

Jul 2024 - Present

Senior Financial Planner

Current

Fountain Valley, California, United States

As a Senior Financial Planner at World Financial Group, I specialize in creating personalized financial strategies that help clients achieve their financial goals. With a focus on investment maximization, risk mitigation, and long-term financial planning, I offer expert guidance to individuals, families, and businesses, tailoring solutions to fit their unique financial situations.Key Responsibilities & Accomplishments:Develop comprehensive financial plans, focusing on retirement strategies, tax-free growth opportunities, wealth management, and insurance solutions.Provide in-depth investment advice, helping clients optimize portfolios and navigate market volatility to build long-term financial security.Specialize in educating clients on complex financial products such as indexed universal life (IUL) insurance and annuity, ensuring they understand how these tools can benefit their overall financial strategy.Host workshops and seminars on financial literacy, Social Security optimization, and investment strategies, empowering clients and community members to make informed financial decisions.Consistently exceed sales targets, growing my client base through referrals and strong relationships built on trust and transparency.My combined expertise in military leadership and financial planning allows me to deliver top-tier service, guiding clients through every step of their financial journey and helping them secure a stable, prosperous future.

Feb 2015 - Present

Emergency Response Coordinator

49Th Military Police Brigade

Fairfield, California, United States

As the Emergency Response Coordinator for a Military Police Brigade, I was responsible for coordinating and overseeing large-scale emergency operations, ensuring rapid and efficient responses during critical situations. My role demanded a high level of organization, leadership, and adaptability, as I collaborated with multiple agencies and units to manage crises and safeguard personnel and resources.Key Responsibilities & Accomplishments:Directed the coordination of emergency response operations, managing resources and personnel to ensure timely and effective responses in high-pressure environments.Collaborated with military and civilian agencies to develop and implement emergency preparedness plans for natural disasters, homeland security incidents, and military operations.Led cross-functional teams in training exercises and real-world scenarios to enhance operational readiness and streamline response efforts.Managed logistics, communications, and on-the-ground operations for large-scale homeland emergency responses, ensuring the safety of personnel and the protection of assets.Analyzed risks and developed contingency plans to mitigate potential threats, enhancing the brigade’s operational capabilities and readiness.My experience in coordinating critical response efforts taught me the importance of adaptability, quick decision-making, and strong leadership, ensuring mission success under the most demanding conditions.

Jul 2023 - Jul 2024

Talent Acquisition Manager

California Army National Guard Recruiting Office

Palo Alto, California, United States

As a Talent Acquisition Manager and the top recruiter in the nation for the Army National Guard, I spearheaded innovative recruitment strategies that broke national records during the pandemic. Operating in Silicon Valley—a historically challenging recruitment region—I led my team to surpass mission goals, redefining what was possible in talent acquisition under high-pressure conditions.Key Responsibilities & Accomplishments:Ranked as the top recruiter nationwide in FY21, breaking recruitment records in a region that had never previously met its goals.Led a team of recruiters, providing training, mentorship, and strategy development to drive consistent success across the recruitment mission.Developed and implemented cutting-edge recruitment strategies, leveraging digital platforms and targeted outreach to attract top talent during the unprecedented challenges of the pandemic.Conducted data analysis and market research to identify high-potential regions, adapting recruitment efforts to meet the evolving needs of the Army National Guard.Worked closely with leadership to refine recruitment policies and streamline processes, contributing to long-term talent acquisition goals.This role allowed me to showcase my leadership and problem-solving skills, demonstrating that with the right strategy and determination, even the most difficult missions can be overcome.

Jun 2020 - Jun 2023

Managing Partner And Business Owner

Garden Grove, California, United States

As the Managing Partner and Business Owner of a private K-12 school, I oversaw all operational, financial, and administrative aspects of the institution, leading a team of over 100 employees. My leadership focused on delivering high-quality education while managing the business side of operations to ensure sustainable growth and academic excellence.Key Responsibilities & Accomplishments:Managed day-to-day operations, including hiring, training, and managing a diverse team of educators and administrative staff, ensuring a positive and productive work environment.Oversaw budgeting, financial planning, and resource allocation to maintain fiscal responsibility while investing in school programs and student enrichment.Implemented policies and educational programs that aligned with state standards while fostering an inclusive and supportive learning environment for students.Spearheaded marketing and outreach initiatives to increase enrollment and enhance the school’s reputation within the community.Collaborated with parents, educators, and local community leaders to develop partnerships that enhanced the educational experience for students.Through strategic leadership and a focus on excellence, I successfully led the growth of the school, fostering an environment where students could thrive academically while ensuring the institution’s long-term financial stability.

Jun 2012 - Jun 2023

Conflict Resolution Specialist

Santa Ana, California, United States

As a Court Mediator, I facilitated negotiations and conflict resolution between parties involved in legal disputes, ensuring fair and equitable outcomes while minimizing the need for prolonged litigation. My role required strong interpersonal skills, impartiality, and the ability to navigate complex legal, emotional, and financial issues to reach mutually beneficial agreements.Key Responsibilities & Accomplishments:Mediated civil, family, and business disputes, helping parties reach voluntary agreements that avoided costly and time-consuming court trials.Guided disputing parties through structured negotiation processes, ensuring all perspectives were heard and considered in a neutral and respectful environment.Analyzed complex financial, legal, and personal matters to identify common ground and propose solutions that met the needs of both parties.Drafted settlement agreements and ensured compliance with legal standards and court procedures.Utilized strong negotiation and communication skills to de-escalate conflict and foster constructive dialogue, resulting in a high rate of successful mediation outcomes.My ability to remain neutral, listen actively, and provide balanced solutions allowed me to help individuals and businesses resolve conflicts efficiently, with a focus on minimizing the emotional and financial toll of prolonged litigation.

Sep 2010 - May 2012

Senior Recruiter

Brea, California, United States

As a Senior Recruiter for the Department of the Army, I led recruitment efforts to attract and select top talent for various military positions, ensuring the Army’s staffing needs were met with highly qualified candidates. My role involved developing and implementing strategic recruitment plans, managing a high volume of candidates, and contributing to the overall effectiveness of the Army’s recruitment operations.Key Responsibilities & Accomplishments:Directed recruitment activities, including sourcing, interviewing, and selecting candidates for diverse military roles, enhancing the Army’s talent pool.Developed and executed targeted recruitment strategies, utilizing both traditional and innovative methods to attract high-caliber candidates.Coordinated with military units and department leaders to understand staffing requirements and align recruitment efforts with organizational needs.Conducted comprehensive candidate assessments, including skills evaluation and background checks, to ensure alignment with Army standards and requirements.Implemented process improvements and best practices that streamlined recruitment operations and improved candidate experience.Achieved significant recruitment milestones and contributed to meeting the Army’s personnel objectives, demonstrating effective leadership and strategic planning.My tenure as a Senior Recruiter enabled me to drive successful recruitment initiatives, enhance the efficiency of the recruitment process, and support the Army’s mission by securing top talent for critical roles.

May 2008 - Aug 2010

Senior Logistics Manager

Los Alamitos, California, United States

As a Senior Logistics Manager for the Department of Defense, I managed complex logistics operations across multiple sectors, including aviation, law enforcement, emergency response, and medical units. My role involved overseeing the procurement, distribution, and management of multimillion-dollar inventories, ensuring mission readiness and operational efficiency with zero discrepancies in compliance and accountability.Key Responsibilities & Accomplishments:Managed and maintained logistics for high-value assets across various departments, ensuring seamless operations for aviation, law enforcement, emergency response, and medical units.Directed the procurement, storage, and distribution of equipment, supplies, and resources worth millions of dollars, with a proven track record of zero financial or inventory discrepancies.Developed and implemented logistics plans to support emergency response operations, ensuring timely and effective deployment of resources during crises and large-scale operations.Coordinated closely with military and civilian leadership to align logistics strategies with mission objectives, maximizing efficiency and minimizing operational downtime.Led cross-functional teams to execute supply chain operations, including transportation, inventory control, and asset tracking, ensuring compliance with federal regulations and Department of Defense standards.Streamlined logistics processes and improved resource management, resulting in cost savings and improved operational readiness.Through meticulous planning, strategic leadership, and attention to detail, I ensured the efficient management of millions of dollars in assets, delivering critical support to a wide range of Department of Defense operations while maintaining an impeccable record of compliance and accountability.

Nov 2005 - Apr 2008
Team & coworkers

Colleagues at World Financial Group (WFG)

Other employees you can reach at worldfinancialgroup.com. View company contacts for 13227 employees →

6 education records

Mike Tran education

Information Security Analysts

Pursuing courses in Security+, Certified Network Defender, and Certified Ethical Hacker will contribute to overall success in the field.

Military Strategic Studies, General

Army National Guard Recruiting College
FAQ

Frequently asked questions about Mike Tran

Quick answers generated from the profile data available on this page.

What company does Mike Tran work for?

Mike Tran works for World Financial Group (WFG).

What is Mike Tran's role at World Financial Group (WFG)?

Mike Tran is listed as Bringing nearly 20 years of military and financial experience to help clients maximize investments, mitigate risk from market volatility, and secure personal and investment financing. at World Financial Group (WFG).

Where is Mike Tran based?

Mike Tran is based in Phoenix, Arizona, United States while working with World Financial Group (WFG).

What companies has Mike Tran worked for?

Mike Tran has worked for Mike Tran - 24/7 Mortgage Lending & Investments, U.S. Army Combat Aviation Brigade, World Financial Group (Wfg), 49Th Military Police Brigade, and California Army National Guard Recruiting Office.

Who are Mike Tran's colleagues at World Financial Group (WFG)?

Mike Tran's colleagues at World Financial Group (WFG) include Mike Chisholm, Eugenie C., Flora Anguiano, Azam Alirezaei, and Jonathan Fleming.

How can I contact Mike Tran?

You can use AeroLeads to view verified contact signals for Mike Tran at World Financial Group (WFG), including work email, phone, and LinkedIn data when available.

What schools did Mike Tran attend?

Mike Tran holds Information Security Analysts from Aci Tech Academy.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Mike Tran you were looking for.

View similar profiles