Trevor Mann Email & Phone Number
Portfolio Manager @ Walser Wealth Management
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Trevor Mann Location
- Tampa, FL, US
Trevor Mann Work
- Portfolio Manager @ (February 2025 - Present)
- Financial Advisor @ (April 2023 - February 2025)
- Financial Advisor @ (February 2022 - April 2023)
- Financial Advisor @ (February 2021 - February 2022)
- Analyst @ (May 2020 - January 2021)
- Junior Analyst @ (January 2020 - May 2020)
- Tax Associate @ (January 2019 - December 2019)
Trevor Mann Education
- University of Tampa - John H. Sykes College of Business
Bachelor of Science in Accounting
- Endicott College - Curtis L. Gerrish School of Business
(Accounting)
Trevor Mann Skills
- Communication
- Executive Benefit Strategies
- Retirement Planning
- Life Insurance (term, universal, whole)
- 401(k), 403(b) SEP & SIMPLE IRAs 529 Plans
- Asset Allocation Analysis
Trevor Mann Summary
- Trevor Mann, based in Tampa, FL, US, is currently a Portfolio Manager at Walser Wealth Management. Trevor Mann brings experience from previous roles at Walser Wealth Management, Morgan Stanley and 360 Wealth & Benefits, Inc.. Trevor Mann holds a Bachelor of Science in Accounting @ University of Tampa - John H. Sykes College of Business. With a robust skill set that includes Communication, Executive Benefit Strategies, Retirement Planning, Life Insurance (term, universal, whole), 401(k), 403(b) SEP & SIMPLE IRAs 529 Plans and more. Trevor Mann has 2 emails and 1 mobile phone numbers on RocketReach.
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