AeroLeads people directory · profile
Joseph Tran Email & Phone Number
Platform Management Associate - Portfolio Reporting Software Specialist
at
Mariner
1 work email found
@marinerwealthadvisors.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Platform Management Associate - Portfolio Reporting Software Specialist
Location
Kansas City, Missouri, United States
Who is Joseph Tran? Overview
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Quick answer
Joseph Tran is listed as Platform Management Associate - Portfolio Reporting Software Specialist at Mariner, based in Kansas City, Missouri, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com and a matched LinkedIn profile for Joseph Tran.
Joseph Tran previously worked as Senior Operations Specialist at Mariner and Operations Specialist at Mariner. Joseph Tran holds Bachelor'S Degree, Marketing from Missouri State University.
Company email context
Email format at Mariner
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{first}.{last}@marinerwealthadvisors.com
89% confidence
AeroLeads found 1 current-domain work email signal for Joseph Tran. Compare company email patterns before reaching out.
Profile bio
About Joseph Tran
As an Operations Specialist with a strong foundation in data management, process optimization, and client account services, I thrive on driving efficiency and enhancing accuracy in operational workflows. With hands-on experience in automating complex data tasks using Alteryx, managing client relationships in Salesforce, and building dynamic Tableau dashboards, I bring both technical expertise and strategic insight to the table.I’ve successfully optimized processes that reduced manual efforts by 50%, saving the team significant time and resources. My KPI dashboards provided key stakeholders with real-time insights. My goal is always to streamline operations and deliver results that positively impact the team and clients.In addition to technical skills, I take pride in leading and mentoring teams, ensuring compliance with industry regulations, and continuously seeking ways to improve workflows and outcomes. I’m passionate about leveraging data and technology to solve operational challenges and help teams perform at their best.
Listed skills include Sales, Social Media, and Marketing.
Current workplace
Joseph Tran's current company
Company context helps verify the profile and gives searchers a useful next step.
Mariner
Website
AeroLeads page
6 roles
Joseph Tran work experience
A career timeline built from the work history available for this profile.
Role listed
Senior Operations Specialist
- Led a team of 3+ operations associates, overseeing daily tasks, ensuring accuracy in client account updates, and optimizing workflow efficiency.- Trained and mentored new associates on Salesforce, account management, and compliance standards, enhancing team performance and knowledge retention.- Utilized Alteryx to automate complex data processing tasks, reducing manual efforts by 50% and significantly decreasing error rates, saving the team 10+ hours per week on repetitive tasks.- Collaborated with cross-functional teams to gather requirements and ensure the dashboards met business needs.- Designed and developed a Salesforce KPI dashboard in Tableau, providing real-time insights into team performance, client account activity, and key operational metrics
Operations Specialist
- Managed and maintained client account information for over 100+ clients daily, ensuring 100% accuracy and timely updates in Salesforce.- Reduced processing time for account updates by 15% by identifying and implementing more efficient data entry methods.- Execute precise and timely updates during billing cycles, contributing to the overall efficiency of financial operations.- Supported the onboarding of many new clients per month, ensuring a smooth setup process and accurate initial account entries.- Leverage Outlook for seamless communication and coordination, enhancing internal processes and facilitating effective collaboration
May 2022 - Jan 2024
Co-Founder
Grassy Guys
- Recruited and managed a team of 5 to deliver professional groundskeeping services to the Springfield, MO community.- Provided comprehensive groundskeeping services to 10 clients biweekly, ensuring high standards of quality and customer satisfaction.- Leveraged social media platforms, including Facebook, Instagram, and Craigslist, to identify and engage with over 50 potential clients, enhancing brand visibility and outreach.
May 2021 - Jun 2022
Sales Clerk
- Processed over 1,000 customer transactions daily using POS systems, ensuring quick and accurate service.- Filled in at multiple store locations, demonstrating flexibility and reliability across teams.- Managed inventory by receiving new merchandise and restocking shelves, adhering to FIFO (First In, First Out) practices for optimal product freshness.- Consistently surpassed daily sales targets, contributing to overall store success.
Jan 2017 - Aug 2019
2 education records
Joseph Tran education
Bachelor'S Degree, Marketing
Missouri State University
Associate Of Arts - Aa, General Studies
St. Louis Community College
FAQ
Frequently asked questions about Joseph Tran
Quick answers generated from the profile data available on this page.
What company does Joseph Tran work for?
Joseph Tran works for Mariner.
What is Joseph Tran's role at Mariner?
Joseph Tran is listed as Platform Management Associate - Portfolio Reporting Software Specialist at Mariner.
What is Joseph Tran's email address?
AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for Joseph Tran at Mariner.
Where is Joseph Tran based?
Joseph Tran is based in Kansas City, Missouri, United States while working with Mariner.
What companies has Joseph Tran worked for?
Joseph Tran has worked for Mariner, Grassy Guys, and Quiktrip.
How can I contact Joseph Tran?
You can use AeroLeads to view verified contact signals for Joseph Tran at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Joseph Tran attend?
Joseph Tran holds Bachelor'S Degree, Marketing from Missouri State University.
What skills is Joseph Tran known for?
Joseph Tran is listed with skills including Sales, Social Media, and Marketing.
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