Trevor Shannon Email & Phone Number
VP of Sales @ Wealth Access, Inc.
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Trevor Shannon Location
- Nashville, TN, US
Trevor Shannon Work
- VP of Sales @ (August 2025 - Present)
- Enterprise Account Executive @ (March 2025 - July 2025)
- Head of Sales @ (November 2023 - July 2024)
- Enterprise Account Executive @ (November 2020 - November 2023)
- Business Development @ (August 2019 - November 2020)
- Institutional Sales @ (May 2017 - July 2019)
- Assistant Vice President - Key Accounts @ (October 2015 - April 2017)
- Senior Consultant @ (October 2014 - September 2015)
- Consultant - Investment Management @ (October 2012 - September 2014)
- Investment Research @ (May 2011 - August 2011)
- Sales Operations Intern @ (May 2010 - August 2010)
Trevor Shannon Education
- Miami University
Bachelor's degree (Finance, General)
2008-2012
Trevor Shannon Skills
- Financial Analysis
- Financial Modeling
- Valuation
- Equity Research
- Bloomberg
- FactSet
- Fixed Income
- Investments
- Investment Management
- Asset Management
- Financial Services
- Keys
Trevor Shannon Summary
- Trevor Shannon, based in Nashville, TN, US, is currently a VP of Sales at Wealth Access. Trevor Shannon brings experience from previous roles at Finley, Topkey and Built Technologies. Trevor Shannon holds a 2008 - 2012 Bachelor's degree in Finance, General @ Miami University. With a robust skill set that includes Financial Analysis, Financial Modeling, Valuation, Equity Research, Bloomberg and more. Trevor Shannon has 1 emails and 1 mobile phone numbers on RocketReach.
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