Robert Trejo Email & Phone Number
Chief Financial Officer @ Entrust Investment Services
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Robert Trejo Location
- California, United States
Robert Trejo Work
- Chief Financial Officer @ (March 2023 - Present)
- Senior Managing Partner @ (July 2013 - Present)
- Vice President of Financial Services @
- Vice President of Financial Services @ (January 2011 - July 2013)
- Vice President of Financial Services @ (June 2011 - November 2011)
- Director of Retirement Services @ (January 2008 - June 2011)
- Division Sales Director @ Promark Financial (January 2008 - January 2011)
- Sales Manager @ Promark Financial (January 2007 - December 2007)
- Account Executive @ Promark Financial (October 2000 - August 2002)
Robert Trejo Education
- The American College of Financial Services
- Institute of Business & Finance
Certfied Tax Specialist (Tax Law/Taxation)
- 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 The American College of Financial Services. 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.
Looking for a different Robert Trejo?
Find contact details for 700 million professionals.
Others Named Robert Trejo
Robert Trejo
Chief Financial Officer
California, United States
Robert Trejo
NDT Technician
Kenai, AK, US
Robert Trejo
Ceo
Anaheim, CA, US
Robert Trejo
Sales Manager
Gulf Breeze, FL, US
Andres Robert Trejo
Regional Transportation Planner
Mount Vernon, IA, US
Robert Trejo
Fabrication Contract Specialist
Idaho Falls, ID, US
Robert Trejo
Operations Supervisor
Phoenix, AZ, US
Top Entrust Investment Services Employees
Robert Trejo
Chief Financial Officer
California, United States
Kyle Crpc
Founder and Chief Investment Officer
Troy, MI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co