Financial Advisor@ PNC
Philadelphia, Pennsylvania, United States
Victor Tran, CFP®
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Temple University
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Tell me more about Victor Tran, CFP®?
FlashIntel GPTVictor Tran is a highly experienced financial advisor with 9.3 years of work experience. He specializes in financial strategy, investment strategies, risk management, insurance strategies, long term care, retirement planning, and wealth management. Based in the United States, Victor is dedicated to helping clients evaluate their financial objectives and maximizing their opportunities for return. He has worked at reputable companies such as PNC, Merrill Lynch, and AXA Advisors, LLC, gaining valuable experience in the financial services industry. Victor's expertise and dedication make him a valuable asset in the field of financial services.
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Emails and Phone Numbers
About
My goal is to help clients evaluate their financial objectives in order to determine the best method of maximizing their opportunity for return. By working towards those goals, I can help them achieve a higher quality of living.
Work Experience
Financial Advisor
Financial Services
Victor Tran, CFP®'s Professional Milestones
- Financial Advisor (2017-08-01~): Building strong relationships with clients through effective financial planning and strategic planning.
- Financial Professional (2015-10-01~2016-03-01): Successfully implemented a financial strategy to maximize returns and strengthen client portfolio.
Education
Tourism,
Management,
Hospitality Management,
Bachelors
2010-2014Skill
Financial Strategy
Investment Strategies
Risk Management
Insurance Strategies
Long Term Care
Retirement Planning
Wealth Management
Certification
Colleagues
Kate Deater
Product Owner
Alka Singh
product owner and avp at pnc bank | banking fraud management real time payments business analysis product integration
Nicole Provenzano
Business Analyst Advisor | Product Owner | Associate Vice President | Chief Product Officer
James Campbell
Senior IT Business Analyst | Product Owner
Kathleen Shinhearl
Product Owner
Other Named Victor Tran, CFP®
Frequently asked questions
We found 1 Victor Tran, CFP®'s email addresses
We found 1 Victor Tran, CFP®'s phone numbers
Victor Tran, CFP®'s social media include: Linkedin,
Victor Tran, CFP® works for PNC
Victor Tran, CFP®'s role in PNC is Financial Advisor
Victor Tran, CFP® works in the industry of Financial Services
Victor Tran, CFP®'s colleagues are Kate Deater,Alka Singh,Nicole Provenzano
Victor Tran, CFP®'s latest job experience is Financial Advisor at PNC
Victor Tran, CFP®'s latest education in Temple University
