Jt Trimble Email & Phone Number
Lead Advisor @ Root Financial
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Jt Trimble Location
- Leesburg, VA, US
Jt Trimble Work
- 2023 -now Lead Advisor @
- 2022 -2023 Program Manager, Global Services - Strategy @
- 2021 -2022 Financial Advisor @
- 2018 -2021 Financial Planner, Client Account Manager @ YHB | Wealth Advisors
- 2016 -2018 Sr. Specialist, High Net Worth Rep, Denver Pinnacle Team @
- 2013 -2016 Athletics and Activities Director, Health and Physical Education Dpt. Head, PE Teacher, Staff Wellness @
- 2012 -2014 Softball and Baseball Coach @ D'Evelyn High School
- 2012 -2013 Enrollment Counselor @
- 2010 -2011 Instructor and Lecturer @
- 2007 -2009 Intern @ Warrior Accounting and Consulting Services
Jt Trimble Education
- Baylor University
Master of Science in Education (Health, Human Performance, and Recreation - Sports Pedagogy)
2010-2011 - Colorado Christian University
Bachelor of Science in Business Administration (Business, Finance, Outdoor Leadership, Biblical Studies)
2006-2010
Jt Trimble Skills
- Business Strategy
- Sales Management
- Account Management
- Financial Planning
- Customer Relationship Management (CRM)
- Leadership
- Investment Strategies
- Retirement Planning
- Investments
- Estate Planning
- Economics
- Customer Satisfaction
- Program Development
- Event Planning
- Investment Advisory
- Financial Markets
- Sales
- Computer Literacy
- Financial Advisory
- CRM
- Business Development
- Risk Management
- Education Planning
- Customer Service
- Teaching
- Coaching
- Student Development
- Sports Coaching
- Staff Development
- University Teaching
- Fundraising
- Emotional Intelligence
- Interpersonal Communication
- Presentations
- CRM Integration
- Tax Planning
- Athletic Program Development
- Athletic Performance
- Employee Wellness
- Stock Market Analysis
- Interpersonal Relationships
- Personal Financial Planning
- Money Guide Pro
- Networking
- Relationship Development
- Management
- Microsoft Office
- Marketing
- Marketing Strategy
- Project Management
- Sports
- Athletics
- Student Affairs
- Higher Education
- Physical Education
- Health Education
- Exercise Prescription
- Academic Advising
- Customer Relationship Management Crm
- Social Media
- Public Speaking
- Strategic Planning
- Training
- Research
- Customer Relationship Management
Jt Trimble Summary
- Jt Trimble, based in Leesburg, VA, US, is currently a Lead Advisor at Root Financial Partners. Jt Trimble brings experience from previous roles at Splunk, Savant Wealth Management, YHB | Wealth Advisors and Charles Schwab. Jt Trimble holds a 2010 - 2011 Master of Science in Education in Health, Human Performance, and Recreation - Sports Pedagogy @ Baylor University. With a robust skill set that includes Business Strategy, Sales Management, Account Management, Financial Planning, Customer Relationship Management (CRM) and more. Jt Trimble has 2 emails and 1 mobile phone numbers on RocketReach.
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