Mr. Tran is an Associate Director of Business Development at Certuity.
Prior to joining Certuity, Mr. Tran was a Director at First Republic Private Wealth Management, serving in the role of a Wealth Advisor for clients and prospects and contributing to the external growth of the business. Prior to joining the client facing side, Mr. Tran served as a Senior Business and Strategic Planning Analyst reporting directly to the President and Chief Administrative Officer of Wealth Management to build out the business internally. Mr. Tran was also an Investment Management Analyst at First Republic Bank.
Mr. Tran holds a Bachelor of Arts in Economics from University of California, Davis.