The Ivy Group Team | Tim Vi Tran | Adam Moura | Andrew Gi | David Tran | Kumar Kumarappan | Yulin Lee
The Ivy Group Team

David Tran, Vice President of The Ivy GroupDavid Tran
Vice President
CA BRE License # 01916748

David Tran is the Vice President of the Acquisition department of The Ivy Group. David brings 17 years of financial management experience, business relationship development and business financial consulting to The Ivy Group.

David spent 7 years successfully operating the Sunnyvale Commercial Banking division of Comerica Bank where he managed, performed audits, provided compliance training, grew deposit portfolios and expanded commercial lending needs of the banking center.

David spent an additional 7 years consulting business executives with financial payments technologies, cash flow strategies, payroll processing technologies, tax payment solutions, reward gift marketing and loan vs. lease structuring.

David’s life and business philosophy genuinely states, “I CARE”; which stands for:
I nnovative C ollaboration with A uthenticity, R esourcefulness & E ngaging efforts.

PROFESSIONAL AFFILIATIONS:
LoyaltySilicon Valley Association of Realtors ®
Loyalty California Association of Realtors ®
Loyalty National Association of Realtors ®

PROFESSIONAL SERVICES PROVIDED:
LoyaltyProperty search and site selection
Loyalty Investigate market conditions, zoning, size, frontage, environmental impact and property access
Loyalty Market analysis and segmentation
LoyaltyDemographics analysis
Loyalty Produce market comparable analysis for evaluation and decision making
Loyalty Research and assist with Broker Price Opinion
Loyalty Initiation of process review with legal team

QUALIFICATIONS:
Loyalty17 years relationship development and financial management experience

EDUCATION:
LoyaltyB.A. Degree in Business Finance, San Jose State University - San Jose, CA, in process
Loyalty A.S. Degree in Mathematics, Ohlone College - Fremont, CA, 1997

AWARDS AND RECOGNITIONS:
LoyaltyWinner’s Edge Enrollment Masters - Heartland University; 2010
LoyaltyRecognized by Toyota Financial Services, as Top 10 Salesperson, producing $56K in profits; 2010
Loyalty Recognized by Comerica Bank, as Top Performing Manager Nationally, acquired 94% of goal meeting 5 of 5 sales categories by mid year; 2007
LoyaltyRecognized by Comerica Bank, as 1st Division Banking Center Ranking, produced 105 new accounts totaling $7.1M in deposits and loans; 2007
LoyaltyAwarded by Comerica Bank, the Platinum Circle Award, produced $14.4M in deposits and loans, $228K profit and 198% over goal; 2006
Loyalty Recognized by Comerica Bank, for Loss Prevention and Business Retention, recovering 100% of $6,800 robbery and retained $1 million in deposits from going to a competitor; 2003
LoyaltyRecognized by Comerica Bank, as Key Contributor of Comerica/Imperial Bank Acquisition Integration Project, successful integrated training for Imperial Bank employees of Walnut Creek office resulting in outstanding audit rating; 2001

LEADERSHIP TRAINING:
Loyalty Winner’s Edge Enrollment Masters - Heartland University; 2010
Loyalty Extraordinary Sales Leadership - Cohen & Brown; 2006

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