Trey Wall Email & Phone Number
Head of Sales and Distribution @ Modern Life
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Trey Wall Location
- Charlotte, NC, US
Trey Wall Work
- 2025 -now Head of Sales and Distribution @
- 2024 -2025 Head of Risk Management Consulting Sales @
- 2020 -2024 Head of Osaic Life and Annuities @
- 2016 -2020 Vice President of Independent Broker Dealer Strategies @
- 2011 -2015 Vice President-Advanced Insurance Consulting @
- 2007 -2015 Vice President and National Sales Director @
- 2003 -2007 Vice President and National Sales Director @ UVEST Financial Services
- 2000 -2003 Brokerage Director @ Grice Financial
- 1998 -2000 Variable Life Specialist @
Trey Wall Education
- Lenoir-Rhyne University
Bachelor of Arts (B.A.) (Political Science and Government)
1986-1990
Trey Wall Skills
- Retirement Planning
- Mutual Funds
- Wealth Management
- Insurance
- Series 63
- Fixed Annuities
- Life Insurance
- Series 6
- Retirement
- Strategic Financial Planning
- Financial Services
- 401k
- FINRA
- Sales Management
- Sales
- Real Estate
- Relocation
- Project Management
- Strategic Planning
- Investment Properties
Trey Wall Summary
- Trey Wall, based in Charlotte, NC, US, is currently a Head of Sales and Distribution at Modern Life. Trey Wall brings experience from previous roles at Highland Capital Brokerage and LPL Finanical. Trey Wall holds a 1986 - 1990 Bachelor of Arts (B.A.) in Political Science and Government @ Lenoir-Rhyne University. With a robust skill set that includes Retirement Planning, Mutual Funds, Wealth Management, Insurance, Series 63 and more. Trey Wall has 2 emails and 2 mobile phone numbers on RocketReach.
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