Robert Trejo Email & Phone Number
Chief Financial Officer @ Entrust Investment Services
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Robert Trejo Location
- California, United States
Robert Trejo Work
- 2023 -now Chief Financial Officer @
- 2013 -now Senior Managing Partner @
- now Vice President of Financial Services @
- 2011 -2011 Vice President of Financial Services @
- 2008 -2011 Director of Retirement Services @
- 2008 -2011 Division Sales Director @ Promark Financial
- 2007 -2007 Sales Manager @ Promark Financial
- 2000 -2002 Account Executive @ Promark Financial
Robert Trejo Education
- Institute of Business & Finance
Certfied Tax Specialist (Tax Law/Taxation)
- The American College
- College for Financial Planning
Robert Trejo Skills
- Investment Advisory Representative
- Fixed Income Strategies
- Life Insurance
- Fixed Annuities
- Equity Indexed Annuities
- Wealth Management
- Multi-generational wealth transfer
- Insurance
- Asset Management
- General Securities Registered Representative
- Investments
- Estate Planning
- Retirement Planning
- Retirement
- Finance
- Financial Advisory
- Financial Services
- Sales
- Sales Management
- Customer Service
- Services
- General Securities
- Business Development
- Multi Generational
- Microsoft Excel
- Financial Analysis
- Multi Generational Wealth Transfer
- Microsoft Office
- Investment Advisory
Robert Trejo Summary
- Robert Trejo, based in California, United States, is currently a Chief Financial Officer at Entrust Investment Services. Robert Trejo brings experience from previous roles at Coeus Financial, Securus Financial and Pluris Financial Group. Robert Trejo holds a Certfied Tax Specialist in Tax Law/Taxation @ Institute of Business & Finance. With a robust skill set that includes Investment Advisory Representative, Fixed Income Strategies, Life Insurance, Fixed Annuities, Equity Indexed Annuities and more. Robert Trejo has 4 emails and 4 mobile phone numbers on RocketReach.
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Robert Trejo
Leadership Advisor
Philadelphia, PA, US
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