Trevor Moore Location
Torrance, CA, US
Trevor Moore Work
- 2024 - now Director of Operations @ EP Wealth Advisors
- 2022 - 2024 Associate Director, Operations @ EP Wealth Advisors
- 2020 - 2022 Operations Manager @ EP Wealth Advisors
- 2019 - 2020 Operations Supervisor @ Harris Financial Advisors, Inc.
- 2016 - 2019 Operations Associate @ Harris Financial Advisors, Inc.
- 2015 - 2016 Advisor Marketing Consultant @ Advisor Products Inc.
- 2014 - 2016 Project Manager @ Advisor Products Inc.
- 2012 - 2014 Advisor Success Representative @ Western Pacific Securities
- 2012 - 2012 Data Analyst @ Western Pacific Securities
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 School2004 - 2008
Trevor Moore Skills
- Consulting
- Retirement Savings
- Salesforce.com
- Retirement Planning
- Business Development Consultancy
- Retirement Benefits
- Customer Retention
- Data Analysis
- Business Development
- Finance
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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Jim Mocci
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Clay Zachry
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Robert Falconer
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