John Trepanier Email & Phone Number
Financial Planning Director @ Roell Capital Management, LLC
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John Trepanier Location
- Milwaukee, WI, US
John Trepanier Work
- 2022 -now Financial Planning Director @
- 2020 -2022 Client Relationship Manager @
- 2017 -2020 Registered Assistant @ LifeCircle
- 2016 -2017 Financial Professional @
- 2014 -2015 Northwestern Mutual @ Financial Representative Intern
John Trepanier Education
- The University of Chicago Booth School of Business
Certified Private Wealth Advisor (CPWA) professional
2023-2024 - University of Wisconsin-Madison
Bachelor of Science - BS (Personal Finance)
2012-2016 - Franklin High School
High School Diploma (General Studies)
2008-2012
John Trepanier Summary
- John Trepanier, based in Milwaukee, WI, US, is currently a Financial Planning Director at Roell Capital Management, LLC. John Trepanier brings experience from previous roles at Bode Financial Group, LifeCircle, AXA Advisors, LLC and Financial Representative Intern. John Trepanier holds a 2023 - 2024 Certified Private Wealth Advisor (CPWA) professional @ The University of Chicago Booth School of Business. John Trepanier has 2 emails and 1 mobile phone numbers on RocketReach.
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