Trevor Saunders Email & Phone Number
Partner @ CPS Private Client Solutions
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Trevor Saunders Location
- Glastonbury, CT, US
Trevor Saunders Work
- 2012 -now Partner @
- 2023 -now Financial Advisor @
- 2012 -now Vice President @
- 2007 -2012 Director, National Accounts @
Trevor Saunders Education
- Saint Lawrence University
BA (Economics)
2002-2006 - Simsbury High School
Trevor Saunders Skills
- PowerPoint
- Brokerage
- Retirement
- Series 6
- Universal Life
- Estate Planning
- Disability Insurance
- Microsoft Excel
- Business Development
- Wealth Management
- Fixed Annuities
- Long Term Care
- Mutual Funds
- Retirement Planning
- Sales
- Insurance
- Life Insurance
- Series 7
- Variable Annuities
- Customer Service
- Underwriting
- Series 63
Trevor Saunders Summary
- Trevor Saunders, based in Glastonbury, CT, US, is currently a Partner at CPS Private Client Solutions. Trevor Saunders brings experience from previous roles at Darwin Wealth Management, Diversified Individual Brokerage and AXA Equitable. Trevor Saunders holds a 2002 - 2006 BA in Economics @ Saint Lawrence University. With a robust skill set that includes PowerPoint, Brokerage, Retirement, Series 6, Universal Life and more. Trevor Saunders has 4 emails and 2 mobile phone numbers on RocketReach.
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