Trevor Shannon Email & Phone Number
VP of Sales @ Wealth Access, Inc.
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Trevor Shannon Location
- Nashville, TN, US
Trevor Shannon Work
- 2025 -now VP of Sales @
- 2025 -2025 Enterprise Account Executive @
- 2023 -2024 Head of Sales @
- 2020 -2023 Enterprise Account Executive @
- 2019 -2020 Business Development @
- 2017 -2019 Institutional Sales @
- 2015 -2017 Assistant Vice President - Key Accounts @
- 2014 -2015 Senior Consultant @
- 2012 -2014 Consultant - Investment Management @
- 2011 -2011 Investment Research @
- 2010 -2010 Sales Operations Intern @
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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