Kevin Tran
About Kevin Tran
Kevin Tran is a Financial Services Representative at CIBC in Toronto, Ontario, specializing in financial management and investment planning. He is currently completing a Financial Planning program at BCIT and aspires to become a Certified Financial Planner and Chartered Financial Analyst.
Professional Role at CIBC
Kevin Tran is a Financial Services Representative currently working at CIBC since 2015 in Toronto, Ontario, Canada. In this role, he focuses on building long-term client relationships by prioritizing client needs. Kevin specializes in financial management, investment planning, wealth protection, and retirement planning.
Previous Experience at CIBC
Before his current role, Kevin Tran worked at CIBC as a Customer Service Representative from 2014 to 2015 for 10 months in Toronto, Ontario, Canada. During this period, he gained significant experience in customer service, which contributed to his move to a more specialized financial services role.
Work Experience at Gateway Casinos and Entertainment Limited
Kevin Tran worked at Gateway Casinos and Entertainment Limited as a Craps Dealer from 2007 to 2015 in Burnaby, British Columbia, Canada. Over his 8 years at the company, he developed strong interpersonal skills and a deep understanding of customer-focused service.
Education at British Columbia Institute of Technology
Kevin Tran studied at the British Columbia Institute of Technology (BCIT) from 2012 to 2015 for a 3-year program and again from 2012 to 2016 for a 4-year program. These educational experiences provided him with a solid foundation in financial management and related fields.
Ongoing Education and Career Aspirations
Kevin Tran is currently completing a Financial Planning program at BCIT. He is passionate about finance and aims to achieve professional designations such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which will further enhance his expertise in the financial industry.