David Tran , Senior Vice President

Email : david@theivygroup.com

License : CA DRE License # 01916748

Summary

As the Senior Vice President at The Ivy Group, David is a seasoned commercial real estate agent with an impressive 17 years of financial management experience, business relationship development, and business financial consulting. His extensive background uniquely positions him to deliver exceptional results and value to clients.

During a successful 7 year tenure, David operated the Sunnyvale Commercial Banking division of Comerica Bank. In this capacity, he astutely managed operations and also excelled in performing audits, providing compliance training, growing deposit portfolios, and meeting the expanding commercial lending needs of the banking center.

Subsequently, David dedicated another 7 years to consulting business executives, offering expertise in financial payments technologies, cash flow strategies, payroll processing technologies, tax payment solutions, reward gift marketing, and loan vs. lease structuring.

Beyond his professional achievements, David embodies a life and business philosophy encapsulated by the acronym “I CARE” This philosophy underscores his commitment to Innovative Collaboration with Authenticity, Resourcefulness, and Engaging efforts.

His genuine dedication to client success is reflected in the care he brings to every aspect of his professional career, ensuring optimal results and a client centric approach in the dynamic field of commercial real estate.

PROFESSIONAL AFFILIATIONS:

  • Silicon Valley Association of Realtors® (SILVAR)
  • California Association of Realtors® (CAR)
  • National Association of Realtors® (NAR)

PROFESSIONAL SERVICES PROVIDED:

  • Property search and site selection
  • Investigate market conditions, zoning, size, frontage, environmental impact and property access
  • Market analysis and segmentation
  • Demographics analysis
  • Produce market comparable analysis for evaluation and decision making
  • Research and assist with Broker Price Opinion
  • Initiation of process review with legal team

QUALIFICATIONS:

  • 18 years relationship development and financial management experience

EDUCATION:

  • B.A. Degree in Business Finance, San Jose State University - San Jose, CA
  • A.S. Degree in Mathematics, Ohlone College - Fremont, CA, 1997

AWARDS AND RECOGNITIONS:

  • Winner’s Edge Enrollment Masters - Heartland University; 2010
  • Recognized by Toyota Financial Services, as Top 10 Salesperson, producing $56K in profits; 2010
  • Recognized by Comerica Bank, as Top Performing Manager Nationally, acquired 94% of goal meeting 5 of 5 sales categories by mid year; 2007
  • Recognized by Comerica Bank, as 1st Division Banking Center Ranking, produced 105 new accounts totaling $7.1M in deposits and loans; 2007
  • Awarded by Comerica Bank, the Platinum Circle Award, produced $14.4M in deposits and loans, $228K profit and 198% over goal; 2006
  • 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
  • Recognized 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:

  • Winner’s Edge Enrollment Masters - Heartland University; 2010
  • Extraordinary Sales Leadership - Cohen & Brown; 2006