Trey Booth Email & Phone Number
Chief Investment Officer, Senior Vice President, Wealth Consultant @ Fi Plan Partners, LLC
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Trey Booth Location
- Birmingham, AL, US
Trey Booth Work
- 2020 -now Chief Investment Officer, Senior Vice President, Wealth Consultant @
- 2014 -2019 Senior Vice President, Wealth Consultant @
- 2012 -2014 Director, Investment Research and Portfolio Management @
- 2010 -2012 Director, Investment Research @
- 2007 -2010 Analyst @
Trey Booth Education
- University of Alabama
(Finance and Financial Management Services)
2003-2007
Trey Booth Skills
- Alternative Investments
- Private Equity
- Equity Valuation
- Equity Research
- Financial Modeling
- Investment Management
- Morningstar
- Performance Attribution
- Tactical Asset Allocation
- Financial Risk
- Securities
- Sales
- Project Management
- Microsoft Office
Trey Booth Summary
- Trey Booth, based in Birmingham, AL, US, is currently a Chief Investment Officer, Senior Vice President, Wealth Consultant at fi-Plan Partners, LLC. Trey Booth brings experience from previous roles at Fi Plan Partners, LLC and Johnson Sterling, Inc.. Trey Booth holds a 2003 - 2007 University of Alabama. With a robust skill set that includes Alternative Investments, Private Equity, Equity Valuation, Equity Research, Financial Modeling and more. Trey Booth has 2 emails and 1 mobile phone numbers on RocketReach.
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