Peter Tran
About Peter Tran
Peter Tran is a Financial Service Representative at TD Ameritrade with a background in customer service and health education, holding a Bachelor's degree from The University of Texas at Arlington and multiple financial certifications.
Current Position at TD Ameritrade
Peter Tran currently works at TD Ameritrade as a Financial Service Representative. He began his role in 2021 and is based in Southlake, Texas, United States. In his role, Peter focuses on providing quality customer service and ensuring client satisfaction. He leverages his extensive financial knowledge and client service skills to aid customers in managing their financial resources effectively.
Previous Roles in Customer Service
Prior to his current position, Peter Tran has held various roles in customer service. From 2020 to 2021, he worked as a Customer Service Representative at DFW Wellness Pharmacy in Texas. Before that, he served as a Health Educator at The Vitamin Shoppe in Dallas, Texas, from 2019 to 2020. Additionally, from 2016 to 2018, he gained valuable experience as a Customer Service Agent at Sun Country Airlines in the Dallas/Fort Worth Area.
Education at The University of Texas at Arlington
Peter Tran completed a Bachelor's degree in Business, Management, Marketing, and Related Support Services at The University of Texas at Arlington. His studies spanned from 2018 to 2020. During this time, he developed a strong foundation in business operations and marketing strategies, preparing him for his subsequent roles in various customer service positions.
Professional Certifications and Licenses
Peter Tran holds several key financial certifications, underscoring his commitment to excellence in his field. He is fully licensed, possessing the Securities Industry Essentials (SIE), Series 7, and Series 63 certifications. These credentials demonstrate his comprehensive knowledge and adherence to regulatory standards required for effectively serving his clients in the financial industry.
Focus on Client Satisfaction and Professional Growth
Throughout his career, Peter Tran has consistently demonstrated a strong focus on customer service and client satisfaction. He actively seeks opportunities for both personal and professional growth, continuously acquiring new skills and knowledge. This dedication enables him to provide top-tier service and support to his clients, ensuring their financial needs are met effectively.