Jennifer Tran

Background

About Jennifer Tran

With over 10 years of experience in banking, life, disability, and long-term care insurance planning, I am a Vice President, Regional Insurance Specialist at Citi, one of the world's leading financial institutions. I hold a Foundations of Investment Management Certificate from Wharton Online, and I was a member of the prestigious Million Dollar Round Table, an organization that recognizes excellence in life insurance sales performance. My mission is to build strong and lasting relationships with high net-worth clients by earning their trust and understanding their ever-changing priorities. I specialize in wealth transfer, wealth accumulation and protection planning for families, business owners and executives, using advanced insurance strategies and solutions that are tailored to their unique needs, concerns, values and objectives. I collaborate with Wealth Advisors and other professionals to provide comprehensive and holistic financial advice and service that help clients achieve their short- and long-term goals.