Tin Phan

Tin Phan is a skilled sales and financial services professional with extensive experience in lead generation and client support. At Operatix, from August 2023 to July 2024, Tin contributed to accelerating sales for B2B software vendors by focusing on effective lead generation strategies. Prior experience at TD Ameritrade, from April 2021 to January 2023, involved converting over 100 clients to consolidate accounts and providing direct support to newly hired associates through live coaching, while also handling 35-45 daily inbound calls related to client inquiries on investing accounts. Tin holds a Bachelor's degree in Business, Management, Marketing, and Related Support Services from The University of Texas at Arlington and an Associate's degree in Business Administration and Management from Tarrant County College.