Trevor Gilbert Email & Phone Number
Client Services Analyst @ Nasdaq Private Market
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Trevor Gilbert Location
- San Jose, CA, US
Trevor Gilbert Work
- Client Services Analyst @ (October 2025 - Present)
- Customer Service Specialist II @ (April 2025 - July 2025)
- Customer Service Specialist I @ (September 2024 - April 2025)
- Finance and Cash Analyst I @ JPMorganChase (Formerly First Republic Bank) (December 2021 - July 2024)
- Head Concierge Banker @ (January 2021 - December 2021)
- Delivery Specialist @ (May 2020 - April 2021)
- Delivery Specialist @ (February 2019 - July 2019)
- Food Service Worker @ (March 2018 - March 2019)
Trevor Gilbert Education
- San José State University
Bachelor of Science - BS (Business Administration and Management, General)
2019-2021 - Mt. San Antonio College
Associate's degree
2016-2019
Trevor Gilbert Skills
- Account Management
- Account Reconciliation
- Administrative Assistance
- Adobe Premiere Pro
- Analytical Skills
- Anti-Money Laundering
- Auditing
- Banking
- Business Development
- Business Process Improvement
- Cash Flow Forecasting
- Cash Management
- Client Follow-Up
- Client Onboarding
- Client Relations
- Client Services
- Coaching
- Communication
- Creative Problem Solving
- Cross-Selling
- Cross-functional Collaborations
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Data Analysis
- Data Entry
- Documentation
- Easily Adaptable
- Financial Analysis
- Financial Operations
- Financial Reporting
- Google Sheets
- Internal Audits
- KYC Verification
- Leadership
- Managing Meetings
- Marketing
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- Month-End Close Process
- New Business Sales
- Office Administration
- Operations
- Operations Management
- Oral Communication
- Organization Skills
- Performance Metrics
- Placing Orders
- Professional Communication
- Project Management
- Property Inspections
- Proposal Writing
- Punctual
- Purchase Orders
- Queue Management
- QuickBooks
- QuickBooks Desktop Pro
- Reasoning Skills
- Regulatory Compliance
- Relationship Building
- Relationship Development
- Request for Proposal (RFP)
- Risk Management
- SQL
- Sales
- Salesforce CRM Analytics
- Salesforce.com
- SharePoint
- Suspicious Activity Reports (SAR)
- Team Coordination
- Third-Party Vendor Management
- Time Management
- Training
- Upselling
- Vendor Relations
- Voice of the Customer
- Work Orders
- Workflow Optimization
Trevor Gilbert Summary
- Trevor Gilbert, based in San Jose, CA, US, is currently a Client Services Analyst at Nasdaq Private Market. Trevor Gilbert brings experience from previous roles at BellaVista Landscape Services Inc., JPMorganChase (Formerly First Republic Bank) and Citi. Trevor Gilbert holds a 2019 - 2021 Bachelor of Science - BS in Business Administration and Management, General @ San José State University. With a robust skill set that includes Account Management, Account Reconciliation, Administrative Assistance, Adobe Premiere Pro, Analytical Skills and more. Trevor Gilbert has 4 emails and 1 mobile phone numbers on RocketReach.
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