Trevor Lowry Email
Wealth Analyst @ Corient
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Trevor Lowry Location
- Provo, UT, US
Trevor Lowry Work
- Wealth Analyst @ (June 2026 - Present)
- Paraplanner @ (August 2025 - April 2026)
- Wealth Management Intern @ (May 2025 - August 2025)
- Founder @ Lowry Investments, LLC (August 2020 - August 2025)
- Development Intern @ (June 2024 - August 2024)
- Finance Program Specialist @ (July 2023 - March 2024)
- Volunteer Representative @ (August 2020 - July 2022)
Trevor Lowry Education
- Brigham Young University Marriott School of Business
Bachelor's degree (Finance)
2022-2026 - Pforzheim University
Exchange Semester (International Business)
2024-2024 - Ensign College
Certificate in Digital Marketing (Social Media Marketing)
2019-2020
Trevor Lowry Skills
- Acquisitions
- Active Learning
- Balance Sheets
- Client Relations
- Communication
- Creativity Skills
- Customer Relationship Management (CRM)
- Due Diligence
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Planning Software
- High Achiever
- Income Statements
- International Business
- International Relations
- Interpersonal Skills
- Investments
- Leadership
- Market Analysis
- Market Research
- Microsoft Excel
- Microsoft Office
- Personal Responsibility
- Presentation Skills
- Private Wealth Management
- Real Estate Investment
- Real Estate Investment Risk Management
- Self-management
- Social Media Marketing
- Spanish
- Teamwork
- Written Spanish
- eMoney
Trevor Lowry Summary
- Trevor Lowry, based in Provo, UT, US, is currently a Wealth Analyst at Corient. Trevor Lowry brings experience from previous roles at Navigate Private Wealth, Crewe Advisors, Lowry Investments, LLC and AMH. Trevor Lowry holds a 2022 - 2026 Bachelor's degree in Finance @ Brigham Young University Marriott School of Business. With a robust skill set that includes Acquisitions, Active Learning, Balance Sheets, Client Relations, Communication and more. Trevor Lowry has 1 emails on RocketReach.
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