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Crystal Tran

Crystal tran

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location of Crystal TranFort Worth, Texas, United States
Phone number of Crystal Tran+91 xxxx xxxxx
Followers of Crystal Tran391 followers

  • Timeline

    Aug 2016 - Nov 2016

    Investor Service Intern

    TD Ameritrade
    Jun 2017 - May 2018

    Financial Associate - Defined Contributions

    Fidelity Investments
    May 2018 - Jun 2024

    Global Banking and Markets Vice President

    Goldman Sachs
    Dallas, Texas, United States
    Current Company
    Jun 2024 - now

    Vice President

    Citi

  • About me

    Vice President at Citi | MS in Business Analytics

  • Education

    • The university of texas at arlington - college of business

      2014 - 2017
      Bachelor's degree finance, general

      Activities and Societies: Alpha Phi Omega Delta Sigma Pi

    • The university of texas at arlington - college of business

      2019 - 2022
      Master of science - ms business analytics

  • Experience

    • Td ameritrade

      Aug 2016 - Nov 2016
      Investor service intern

      Assisted verified clients with modifying their account detailsTested investing strategies learned in market talks to paper trading accountsCreated project with fellow interns to increase net advocacy score and CSI

    • Fidelity investments

      Jun 2017 - May 2018
      Financial associate - defined contributions

      Answered at least 75 calls/day for participants regarding money movement options on 401kResponded to customer inquiries while adhering to company policies and proceduresEducated participants on available account activity per plan sponsor rules and IRS guidelines

    • Goldman sachs

      May 2018 - Jun 2024

      • Global Banking and Markets Vice President

        Jan 2024 - Jun 2024

      • Global Markets Associate

        Jan 2022 - Jan 2024

      • Global Markets Analyst

        Nov 2020 - Dec 2021

      • Corporate and Workplace Solutions Analyst

        May 2018 - Nov 2020

    • Citi

      Jun 2024 - now
      Vice president

  • Licenses & Certifications