Trevor Huffman Email & Phone Number
Fund Accountant @ CoastEdge Partners
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Trevor Huffman Location
- San Diego, CA, US
Trevor Huffman Work
- 2025 -now Fund Accountant @
- 2022 -2025 Finance Associate @
- 2020 -2022 Staff Accountant II @
- 2020 -2022 Staff Accountant @
- 2019 -2020 Accounting Specialist @
- 2016 -2016 Summer Intern @
Trevor Huffman Education
- Whitman School of Management at Syracuse University
Master of Business Administration - MBA (Business Analytics)
2024-2026 - Belmont Abbey College
(Accounting and Finance)
2015-2019
Trevor Huffman Skills
- Marketing
- Marketing Strategy
- Account Management
- Accounting
- Finance
- Financial Analysis
- Financial Accounting
- Sports Marketing
- Management
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Customer Service
- Tax Accounting
- Managing Accounts
- Managerial Finance
- Managerial Economics
- Annuity Sales
- Asset Protection
- Business Exit Strategy
- Small Business Insurance
- Estate Planning
- Licensed Long Term Care Insurance
- Key Person Protection
- Retirement Planning
- Term Life Insurance
- Universal Life
- Whole Life Insurance
- Personal Finance
- Fixed Annuities
- Licenced Life Insurance Agent
- Sales
- Sales Management
- Sales Operations
- Seminar Marketing
- Team Motivation
- Team Building
Trevor Huffman Summary
- Trevor Huffman, based in San Diego, CA, US, is currently a Fund Accountant at CoastEdge Partners. Trevor Huffman brings experience from previous roles at Evolution Credit Partners, Ultimus LeverPoint Private Fund Solutions and Sonic Automotive. Trevor Huffman holds a 2024 - 2026 Master of Business Administration - MBA in Business Analytics @ Whitman School of Management at Syracuse University. With a robust skill set that includes Marketing, Marketing Strategy, Account Management, Accounting, Finance and more. Trevor Huffman has 1 emails and 1 mobile phone numbers on RocketReach.
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Top CoastEdge Partners Employees
Nancy Hamada
Partner and Chief Operating Officer
California, United States
Steven Simpson
Managing Partner
San Diego, CA, US
Garrett Heine
Associate Director, Portfolio Advisory
San Diego, CA, US
Ian Hill
Partner, Investments
San Diego, CA, US
Elliana Graham
Associate Director
San Diego, CA, US
Jared Larsen
Intern
California, United States
Alex Ponchak
Chief Financial Officer
San Diego, CA, US
Jordan Wohl
Portfolio Management Associate
San Diego, CA, US
Elizabeth Kelly
Associate Director, Client Service
San Diego, CA, US
Avaz Ganjeh
Administrative Personal Assistant
San Diego, CA, US
Kris Moss
Principal, Investments
California, United States
Alexa Cammarano
Director of Client Services
San Diego, CA, US
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