JP Tran
Client Service Associate
JP Tran is a Client Service Associate at SteelPeak Wealth, based out of the Woodland Hills office. Originally from Orange County, California, he graduated from UC Santa Barbara with a B.A. in Communication.
Before joining SteelPeak, JP completed Enterprise Mobility’s Management Trainee Program, gaining experience in sales, leadership, customer service, and operations. He is dedicated to delivering exceptional client support while continuing to expand his knowledge in the financial industry.
In his free time, JP enjoys playing soccer, djing, producing music, and spending quality time with friends and family.
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JP
In this 30-minute session you will gain an understanding of ways to maximize your investment portfolio to meet your goals.
