Trevor Shaw Location
- San Diego, CA, US
Trevor Shaw Work
- 2015 - now Wealth Advisor @
- 2014 - 2015 Private Equity Analyst Intern @
- 2014 - 2015 President - Finance and Investment Society @
- 2012 - 2015 Senior Guide - Outdoor Leadership Program @
- 2014 - 2014 Financial Planning and Wealth Management Intern @
Trevor Shaw Education
- Point Loma Nazarene University
Finance, B.S. Business Administration
2011 - 2015 - Point Loma Nazarene University
Entrepreneurial Management, B.S. Business Administration
2011 - 2015
Trevor Shaw Skills
- Portfolio Performance Analysis
- Performance Attribution
- Conflict Prevention
- Investment Banking
- Microsoft Word
- Private Equity
Trevor Shaw Summary
- Trevor Shaw, based in San Diego, CA, US, is currently a Wealth Advisor at Gradient Capital Advisors, LLC. Trevor Shaw brings experience from previous roles at HCAP Partners (formerly Huntington Capital), Point Loma Nazarene University and Waddell & Reed. Trevor Shaw holds a 2011 - 2015 Finance, B.S. Business Administration @ Point Loma Nazarene University. With a robust skill set that includes Portfolio Performance Analysis, Performance Attribution, Conflict Prevention, Investment Banking, Microsoft Word and more. Trevor Shaw has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Gradient Capital Advisors, LLC Employees
Timothy Sagawa
Director of Asset Management
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Eric Yeager
Senior Wealth Advisor
San Diego, CA, US
Rodney Simms
Managing Partner
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