Robert Tran, AVP, Private Banking Manager, NMLS#719389Phone: 408-487-7529, Fax: 408-441-4779, Mobile: 408-824-8000, Contact Form
A Circle of Excellence in Sales award winner, Robert Tran has over twelve years of banking experience and he has been with Technology Credit Union since 2004. His experience and top performance as a Financial Center Consultant led him to be chosen to inaugurate the Personal Banking team.
Robert received a B.S degree in Management Information System/Business Administration from San Jose State University.
In his spare time, Robert enjoys spending time with family, friends and listening to music.
Robert currently holds a Notary Public, a CA Insurance License and Series 63 and 7 securities licenses.
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*Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Technology Credit Union. Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. FINRA Registered Branch: 2010 N. First Street, Suite 500, San Jose, CA 95131
Financial Professionals are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this email is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.