Trevor Mason Email & Phone Number
Vice President - Supervision Principal IV @ Merrill Lynch
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Trevor Mason Location
- Middletown, RI, US
Trevor Mason Work
- 2019 -now Vice President - Supervision Principal IV @
- 2018 -2019 Assistant Vice President; Senior Solutions Specialist - Merrill Edge @
- 2016 -2018 Officer; Senior Sales and Operations Team Lead - Merrill Edge Dedicated Field Support @
- 2014 -2016 Sales and Support Specialist - Merrill Edge Dedicated Field Support @
- 2013 -2013 Innkeeper's Assistant @ Inns of Newport
- 2012 -2012 Police and Fire Pension Intern @ City of East Providence
Trevor Mason Education
- University of Florida - Warrington College of Business
Master of Business Administration (MBA) (Finance)
2015-2017 - University of Rhode Island
Bachelor’s Degree (Economics)
2010-2014
Trevor Mason Skills
- Microsoft Office
- Teamwork
- Microsoft Word
- PowerPoint
- Research
- Microsoft Excel
- Problem Solving
- English
- Finance
- Economics
- Team Leadership
- Time Management
- Customer Service
- Windows
- Securities
- Spanish
- Investments
- Wealth Management
- Asset Management
- Strategic Financial Planning
- Financial Advisory
- Series 7
- Financial Planning
- Retirement Planning
- Investment Management
- Equities
- Portfolio Management
- Alternative Investments
- Asset Allocation
- Investment Strategies
- Asset Managment
- Uniform Combined State Law
- Trading
- ETFs
- Risk Management
- Investment Advisory
- Series 63
- Insurance
- Mutual Funds
- Financial Analysis
Trevor Mason Summary
- Trevor Mason, based in Middletown, RI, US, is currently a Vice President - Supervision Principal IV at Merrill Lynch. Trevor Mason brings experience from previous roles at Merrill Lynch and Inns of Newport. Trevor Mason holds a 2015 - 2017 Master of Business Administration (MBA) in Finance @ University of Florida - Warrington College of Business. With a robust skill set that includes Microsoft Office, Teamwork, Microsoft Word, PowerPoint, Research and more. Trevor Mason has 2 emails and 3 mobile phone numbers on RocketReach.
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