Daniel Tran, MBA, Ctp
About Daniel Tran, MBA, Ctp
Daniel Tran, MBA, CTP, serves as the AVP of Client Solutions at Interac Corp, where he has developed client solutions strategies since 2021. With extensive experience in treasury and cash management, he previously held leadership roles at several major financial institutions, including Bank of America Merrill Lynch and CIBC.
Current Role at Interac Corp
Daniel Tran serves as the Assistant Vice President of Client Solutions at Interac Corp. He has held this position since 2021, contributing to the development of client solutions strategies. His role involves leveraging his extensive experience in financial services to enhance client offerings and improve service delivery.
Previous Experience in Financial Services
Prior to his current role, Daniel Tran held several leadership positions in major financial institutions. He worked at Bank of America Merrill Lynch as Director of Global Treasury Services from 2016 to 2019. He also served as Region Head of Sales for Ontario at HSBC from 2019 to 2021, and as Executive Director of Global Treasury Management at Fifth Third Bank from 2014 to 2015.
Educational Background
Daniel Tran holds a Master of Business Administration (MBA) with a specialization in Finance and Strategic Management from York University - Schulich School of Business, which he completed from 2012 to 2015. He also earned a Bachelor of Arts in Political Science and Government from York University, studying there from 2003 to 2007.
Career Development in Cash Management
Daniel has a strong background in treasury management and cash management sales. He worked at CIBC for a total of eight years, where he held positions such as Director and Team Leader for GTA Cash Management Sales and Financial Services Representative. His experience in these roles has contributed to his expertise in client solutions.
Professional Certification
Daniel Tran is a Certified Treasury Professional (CTP), a designation that signifies his expertise in treasury management. This certification complements his extensive experience in the financial services industry and enhances his ability to develop effective client solutions.