Tam Tran

Tam Tran is a seasoned finance professional with extensive experience in client management and trading services across multiple financial institutions. Currently serving as a Client Success Manager at Pepperstone since May 2022, Tam is skilled in analyzing trading data, managing a significant portfolio of clients, and utilizing various tools such as Tableau, SQL, and Salesforce CRM. Previously, Tam held roles including Senior Account Manager at Xtrade, where responsibilities included managing a portfolio of 700 clients and ensuring compliance with ASIC standards, and Account Manager at First Index, focusing on franchise stockbroking operations. Tam's early career involved managing pet insurance accounts at Petplan Australasia. An educational background includes a Bachelor of Science in Chemistry from the University of Melbourne and a Master's in Finance from RMIT University, complemented by several RG146 certifications in foreign exchange and derivatives.