CTO, VP Wealth Planning and Operations @ (September 2017 - January 2019)
Managing Director, Wealth Planning @ (February 2007 - September 2017)
Financial Services Advisory Council @ (September 2018 - Present)
CIO Advisory Council @ (February 2019 - Present)
Financial Advisor @ (September 2005 - February 2007)
Trevor Chuna Education
The American College
Master of Science (MS) (Financial Planning and Services)
The University of Akron
Bachelor of Business Administration (BBA) (Finance)
Trevor Chuna Summary
Trevor Chuna, based in Akron, OH, US, is currently a Chief Technology Officer at Sequoia Financial Group. Trevor Chuna brings experience from previous roles at Sequoia Financial Group, Salesforce and Fidelity Investments. Trevor Chuna holds a Master of Science (MS) in Financial Planning and Services @ The American College. Trevor Chuna has 2 emails and 2 mobile phone numbers on RocketReach.
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