Trevor Sharp Location
Kirkland, WA, US
Trevor Sharp Work
- 2015 - now Managing Director - Client Advisor @ Freestone Capital Management
- 2003 - 2015 Associate Director - Investments @ Oppenheimer & Co. Inc.
- 2001 - 2003 Financial Advisor @ Synergy Financial Management
Trevor Sharp Education
- Seattle Pacific University - School of Business and Economics
Bachelor of Business Administration (B.B.A.) (Finance)
1997 - 2001
Trevor Sharp Skills
- Investments
- Investment Strategies
- Wealth Management Services
- Asset Allocation
- Financial Advisory
Trevor Sharp Summary
Trevor Sharp, based in Kirkland, WA, US, is currently a Managing Director - Client Advisor at Freestone Capital Management. Trevor Sharp brings experience from previous roles at Oppenheimer & Co. Inc. and Synergy Financial Management. Trevor Sharp holds a 1997 - 2001 Bachelor of Business Administration (B.B.A.) in Finance @ Seattle Pacific University - School of Business and Economics. With a robust skill set that includes Investments, Investment Strategies, Wealth Management Services, Asset Allocation, Financial Advisory and more. Trevor Sharp has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Freestone Capital Management Employees
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Ann Gookin
Managing Director at Freestone Capital Management
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Jacob Cahn
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Alyssa Morris
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Jonathan Wittlin
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