Trevor Mcleod Email & Phone Number
Senior Manager - Transfer Agent and Client Oversight North America @ T. Rowe Price
Trevor Mcleod's Location
Colorado Springs, CO, US
Trevor Mcleod's Work
- Senior Manager - Transfer Agent and Client Oversight North America @ T. Rowe Price
- Assistant Vice President - Global Client Account Services @ T. Rowe Price
- Lead Manager - Global Investment Client Operations @ T. Rowe Price
- Manager - Transfer Agent Services - US Intermediaries @ T. Rowe Price
- Project and Client Manager - Retirement Plan Service @ T. Rowe Price
- Supervisor - Particpant Service Center @ T. Rowe Price
Trevor Mcleod's Education
- University of Colorado Colorado Springs
MBA (Management)
2009 - 2012 - North Carolina State University
Bachelor of Arts (B.A.) (English)
2001 - 2004 - North Carolina State University
Bachelor of Arts - BA
Trevor Mcleod's Skills
- FINRA
- Portfolio Management
- Asset Management
- Financial Services
- Series 6
- Mutual Funds
- Investments
- Creative Problem Solving
- Quality Assurance
- Strategic Planning
Trevor Mcleod's Summary
Trevor McLeod, based in Colorado Springs, CO, US, is currently a Senior Manager - Transfer Agent and Client Oversight North America at T. Rowe Price, bringing experience from previous roles at T. Rowe Price and T Rowe Price. Trevor McLeod holds a 2009 - 2012 MBA in Management @ University of Colorado Colorado Springs. With a robust skill set that includes FINRA, Portfolio Management, Asset Management, Financial Services, Series 6 and more, Trevor McLeod contributes valuable insights to the industry. Trevor McLeod has 2 emails on RocketReach.
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