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Trevor Citek Location
Cape Coral, FL, US
Trevor Citek Work
Sales Engineer @ (August 2026 - Present)
Inside Sales @ (July 2025 - August 2026)
Commercial HVAC Equipment Estimator @ (November 2024 - July 2025)
Financial Advisor @ (May 2023 - October 2024)
Financial Advisor (Virtual) @ (March 2018 - May 2023)
Registered Service Advisor @ (January 2017 - March 2018)
Financial Advisor @ (March 2016 - January 2017)
Personal Banker @ (August 2015 - March 2016)
Teller and Sales @ (October 2014 - July 2015)
Trevor Citek Education
Florida Atlantic University - College of Business
Bachelor's degree (Finance)
2011-2015
Trevor Citek Skills
Active Listening
Asset Allocation
Budgeting
Budgets
Building rapport
Business Acumen
Collaborative Problem Solving
Communication
Contact Discovery
Customer Service
Finance
Financial Planning
Financial Services
Insurance
Insurance Planning
Intellectually Curious
Interpersonal Skills
Investment Management
Investment Sales
Investments
Leadership
Life Insurance
Microsoft Excel
Microsoft Office
Microsoft Word
Objection Handling
Portfolio Management
PowerPoint
Presentation
Public Speaking
Relationship Management
Retirement Planning
Sales
Sales Prospecting
Social Selling
Teamwork
Time Management
Wealth Management
Team Building
Social Media
Banking
Accounting
Strategic Planning
Facebook
Social Networking
Credit
Financial Analysis
Management
Project Management
Research
Trevor Citek Summary
Trevor Citek, based in Cape Coral, FL, US, is currently a Sales Engineer at CIS Industries. Trevor Citek brings experience from previous roles at Tom Barrow Company and Raymond James. Trevor Citek holds a 2011 - 2015 Bachelor's degree in Finance @ Florida Atlantic University - College of Business. With a robust skill set that includes Active Listening, Asset Allocation, Budgeting, Budgets, Building rapport and more. Trevor Citek has 1 mobile phone numbers on RocketReach.
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