Trevor Booth Email & Phone Number
Benefits and Planning Consultant, Executive Services @ Fidelity Investments
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Trevor Booth Location
- Denver, CO, US
Trevor Booth Work
- Benefits and Planning Consultant, Executive Services @ (December 2025 - Present)
- Investment Solutions II - Fixed Income Specialist @ (April 2025 - December 2025)
- Investment Solutions Representative @ (September 2023 - December 2025)
- High Net Worth Associate @ (September 2022 - September 2023)
- Client Relationship Advocate @ (November 2021 - September 2022)
- Financial Services Representative @ (April 2021 - November 2021)
- Lead Web Developer and SEO Strategist @ (September 2020 - November 2021)
- Server @ (September 2017 - September 2020)
- Undergraduate Research Assistant @ Stony Brook University (August 2019 - December 2019)
- Mat Official @ (April 2014 - April 2018)
- Caddie @ (May 2011 - September 2017)
Trevor Booth Education
- New York University
Certificate of Financial Planning (Financial Planning and Services)
2023-2024 - Edith Cowan University
Graduate Certificate (Cyber/Computer Forensics and Counterterrorism)
2020-2021 - Stony Brook University
Bachelor of Arts - BA (Psychology)
2016-2020
Trevor Booth Skills
- Account Management
- Business Analysis
- Certified Financial Planner
- Compensation & Benefits
- Derivatives Trading
- Electronic Trading
- Equity Compensation
- Equity Trading
- Estate Planning
- Financial Analysis
- Financial Planning
- Investment Advisory Services
- Investment Management
- Leveraged Lending
- Margin
- Options
- Options Strategies
- Trading Systems
Trevor Booth Summary
- Trevor Booth, based in Denver, CO, US, is currently a Benefits and Planning Consultant, Executive Services at Fidelity Investments. Trevor Booth brings experience from previous roles at Fidelity Investments. Trevor Booth holds a 2023 - 2024 Certificate of Financial Planning in Financial Planning and Services @ New York University. With a robust skill set that includes Account Management, Business Analysis, Certified Financial Planner, Compensation & Benefits, Derivatives Trading and more. Trevor Booth has 2 emails and 1 mobile phone numbers on RocketReach.
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