Rob Trenham Email & Phone Number
Managing Director - Advisor Distribution @ Kelly Park Capital
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Rob Trenham Location
- Jupiter, FL, US
Rob Trenham Work
- 2024 -now Managing Director - Advisor Distribution @
- 2022 -2023 Managing Director, Sales @
- 2020 -2022 Managing Director @ Eagle Private Equity
- 2019 -2020 Senior VP and Managing Director @
- 2017 -2019 Head of Regional Intermediary Sales @
- 2017 -2017 Regional Vice President @
- 2011 -2016 Regional Vice President, Eastern US @
- 2009 -2011 LFSC @
- 2006 -2009 Internal Wholesaler @
- 2001 -2006 Financial Advisor @
Rob Trenham Education
- Villanova University
Bachelor’s Degree (Finance, General)
1997-2001
Rob Trenham Skills
- Leadership
- Alternative Investments
- Sales Process
- Salesforce.com
- Sales
- Portfolio Management
- Investments
- Business Development
- Strategic Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Mutual Funds
- Territory Management
- Microsoft Office
- Territory Development
- Sales and Marketing
- Real Estate
- Asset Management
- Internal Wholesaler
- Time Management
- External Wholesaler
- Customer Service
- Management
- Teamwork
- MS Office
- Securities
- Private Placements
Rob Trenham Summary
- Rob Trenham, based in Jupiter, FL, US, is currently a Managing Director - Advisor Distribution at Kelly Park Capital. Rob Trenham brings experience from previous roles at Equable Shares, Eagle Private Equity, EveryIncome and Tocqueville Asset Management. Rob Trenham holds a 1997 - 2001 Bachelor’s Degree in Finance, General @ Villanova University. With a robust skill set that includes Leadership, Alternative Investments, Sales Process, Salesforce.com, Sales and more. Rob Trenham has 2 emails and 1 mobile phone numbers on RocketReach.
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