Trianh Phan
About Trianh Phan
Trianh Phan is a Senior Client Executive at Transamerica, where he has worked since 2022. He previously held positions at AIG and MetLife, and he holds a Bachelor of Business Administration in Finance from the University of Houston.
Work at Transamerica
Trianh Phan has been employed at Transamerica as a Senior Client Executive since 2022. In this role, Phan conducts annual plan reviews and investment reviews, focusing on enhancing client and advisor loyalty. Phan serves as a subject matter expert for the Sales team during final presentations, addressing the company service model and plan design. Additionally, Phan consults with clients and brokers on qualified plan design issues, ensuring that plan provisions align with client goals. Phan also acts as the escalation point for resolving non-routine service issues, employing research to identify root causes and develop effective resolution strategies.
Previous Experience at AIG
Prior to joining Transamerica, Trianh Phan worked at AIG as a Senior Account Manager from 2016 to 2022. During this six-year tenure, Phan managed client accounts and developed strategies to meet client needs. This role involved significant interaction with clients and contributed to Phan's expertise in account management and client relations.
Experience at MetLife
Trianh Phan's career includes a position at MetLife as a Financial Consultant from 2014 to 2015 in the Houston, Texas area. In this role, Phan provided financial consulting services, helping clients navigate their financial planning needs. This experience contributed to Phan's foundational knowledge in finance and client advisory services.
Education and Expertise
Trianh Phan earned a Bachelor of Business Administration (BBA) degree in Finance and Financial Management Services from the University of Houston, studying from 2009 to 2013. This educational background provided Phan with a solid foundation in financial principles and management, which has been applied throughout Phan's professional career in various roles within the financial services industry.