Trevor Moore Email & Phone Number
Director of Operations @ EP Wealth Advisors
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Trevor Moore Location
- Torrance, CA, US
Trevor Moore Work
- Director of Operations @ (February 2024 - Present)
- Associate Director, Operations @ (February 2022 - February 2024)
- Operations Manager @ (November 2020 - March 2022)
- Operations Supervisor @ Harris Financial Advisors, Inc. (August 2019 - November 2020)
- Operations Associate @ Harris Financial Advisors, Inc. (June 2016 - August 2019)
- Advisor Marketing Consultant @ Advisor Products Inc. (September 2015 - May 2016)
- Project Manager @ Advisor Products Inc. (July 2014 - May 2016)
- Advisor Success Representative @ (December 2012 - April 2014)
- Data Analyst @ (August 2012 - December 2012)
Trevor Moore Education
- Indiana University Bloomington
Master of Business Administration - MBA (Finance, General)
2021-2023 - University of California, Santa Barbara
Bachelor of Arts (B.A.) (Economics)
2008-2012 - University of California, Santa Barbara
Bachelor of Arts (B.A.) (Environmental Studies)
2008-2012 - Westview High School 2004-2008
Trevor Moore Skills
- Consulting
- Retirement Savings
- Salesforce.com
- Retirement Planning
- Business Development Consultancy
- Retirement Benefits
- Customer Retention
- Data Analysis
- Business Development
- Finance
- 401k
- Retirement Plan Consulting
- Client Representation
- Mutual Funds
- Microsoft Office
- Marketing
- Microsoft Excel
- Product Management
- Analytical Skills
- Analytics
- Retirement
- Analysis
- Data Mining
Trevor Moore Summary
- Trevor Moore, based in Torrance, CA, US, is currently a Director of Operations at EP Wealth Advisors. Trevor Moore brings experience from previous roles at EP Wealth Advisors and Harris Financial Advisors, Inc.. Trevor Moore holds a 2021 - 2023 Master of Business Administration - MBA in Finance, General @ Indiana University Bloomington. With a robust skill set that includes Consulting, Retirement Savings, Salesforce.com, Retirement Planning, Business Development Consultancy and more. Trevor Moore has 2 emails and 2 mobile phone numbers on RocketReach.
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