Portfolio Associate @ (January 2022 - September 2023)
Associate Wealth Management Advisor @ (October 2018 - January 2020)
Associate Financial Representative @ (June 2015 - October 2018)
Senior Associate @ (January 2020 - January 2022)
Financial Representative Intern @ (February 2014 - June 2015)
Orientation Team Leader @ (September 2012 - August 2013)
Resident Advisor @ (August 2011 - June 2012)
Peter Trinh Education
San Jose State University
Bachelor of Science (BS) (Business Administration, Concentration in Finance)
2010-2015
Independence High School 2007-2010
Peter Trinh Summary
Peter Trinh, based in San Jose, CA, US, is currently a Associate Wealth Architect at Wealth Architects, LLC. Peter Trinh brings experience from previous roles at Sand Hill Global Advisors and Northwestern Mutual. Peter Trinh holds a 2010 - 2015 Bachelor of Science (BS) in Business Administration, Concentration in Finance @ San Jose State University. Peter Trinh has 1 emails and 2 mobile phone numbers on RocketReach.
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