Trevor McLeod Email & Phone Number
Director - Intermediary Transfer Agent and Client Oversight @ T. Rowe Price
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Trevor McLeod Location
- Colorado Springs, CO, US
Trevor McLeod Work
- Director - Intermediary Transfer Agent and Client Oversight @ (January 2025 - Present)
- Senior Manager - Transfer Agent and Client Oversight North America @ (July 2023 - January 2025)
- Assistant Vice President - Global Client Account Services @ (April 2021 - July 2023)
- Lead Manager - Global Investment Client Operations @ (February 2018 - July 2023)
- Manager - Transfer Agent Services - US Intermediaries @ (May 2011 - January 2018)
- Project and Client Manager - Retirement Plan Service @ (September 2015 - January 2016)
- Supervisor - Particpant Service Center @ (August 2007 - April 2011)
Trevor McLeod 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 Skills
- FINRA
- Portfolio Management
- Asset Management
- Financial Services
- Series 6
- Mutual Funds
- Investments
- Creative Problem Solving
- Quality Assurance
- Strategic Planning
- Associate Development
- Risk Management
- Team Leadership
- Networking
- Process Improvement
- Six Sigma
- Customer Service
- Training
- 401k
- Management
- Leadership
- Financial Analysis
- Series 63
- Series 7
- Analysis
- Auditing
- Accounting
- Uniform Combined State Law
- Investment Advisory
- Project Management
- Securities
- Financial Reporting
- Retirement Planning
- Investment Strategies
- Business Analysis
- Asset Allocation
- Investment Management
- Equities
- Wealth Management
- Alternative Investments
- Series 24
- Financial Advisory
- Bloomberg
- Change Mangament
- Recruiting
- Talent Management
- Career Development
- Finance
- Public Speaking
- Financial Modeling
- Program Management
- Robotics
- Business Process Mapping
Trevor McLeod Summary
- Trevor McLeod, based in Colorado Springs, CO, US, is currently a Director - Intermediary Transfer Agent and Client Oversight at T. Rowe Price. Trevor McLeod brings 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 has 3 emails and 1 mobile phone numbers on RocketReach.
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