Trey Dorman Email & Phone Number
Associate General Agent @ OneSouth Financial Group, Inc
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Trey Dorman Location
- Birmingham, AL, US
Trey Dorman Work
- 2020 -now Associate General Agent @
- 2018 -2020 Managing Director @
- 2016 -2018 Vice President of Sales @
- 2015 -2016 Agency Director @
- 2014 -2015 Training Director @
- 2012 -2014 Asset Manager and Estate Planner @
- 2005 -2012 Financial Planning and Asset Management @
Trey Dorman Education
- Troy University
Master's degree, Risk Management and Insurance (Risk Management and Insurance)
2000-2002 - Troy University
Bachelor of Science (BS), Mathematics and Computer Science (Mathematics and Computer Science)
1994-2000
Trey Dorman Skills
- Investments
- Life Insurance
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Strategy
- Training
- Property & Casualty Insurance
- Asset Management
- Series 7
- New Business Development
- Product Knowledge
- Series 63
- Creative Problem Solving
- Marketing Strategy
- Asset Protection
- Customer Retention
- Team Management
- Computer Proficiency
- Series 6
- Series 65
- Sales Management
- Marketing
- Business Development
- Estate Planning Strategies
- Strategic Planning
- Project Management
- Property and Casualty Insurance
- Real Estate
Trey Dorman Summary
- Trey Dorman, based in Birmingham, AL, US, is currently a Associate General Agent at OneSouth Financial Group, Inc. Trey Dorman brings experience from previous roles at Magnolia Wealth Strategies, a MassMutual firm, Penn Mutual Alabama Agency and AIG. Trey Dorman holds a 2000 - 2002 Master's degree, Risk Management and Insurance in Risk Management and Insurance @ Troy University. With a robust skill set that includes Investments, Life Insurance, Estate Planning, Strategic Financial Planning, Retirement Planning and more. Trey Dorman has 2 emails and 2 mobile phone numbers on RocketReach.
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