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
- Head of Sales and Distribution @ (May 2025 - Present)
- Head of Risk Management Consulting Sales @ (February 2024 - March 2025)
- Head of Osaic Life and Annuities @ (March 2020 - February 2024)
- Vice President of Independent Broker Dealer Strategies @ (January 2016 - March 2020)
- Vice President-Advanced Insurance Consulting @ (January 2011 - December 2015)
- Vice President and National Sales Director @ (January 2007 - December 2015)
- Vice President and National Sales Director @ UVEST Financial Services (October 2003 - January 2007)
- Brokerage Director @ Grice Financial (January 2000 - October 2003)
- Variable Life Specialist @ (January 1998 - January 2000)
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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