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Trey Wikstrom Location
Kirkland, WA, US
Trey Wikstrom Work
2025 -now Investment Banking Senior Analyst @
2023 -2025 Private Wealth Associate @
2023 -2023 Associate - Acquisitions and Property Management @
2022 -2023 Investment Banking Winter Analyst @
2021 -2021 Business Development Intern @
2021 -2021 Financial Services Intern @
2018 -2019 Retail Customer Service Associate @
Trey Wikstrom Education
Newport High School
High School Diploma
2019-2022
San Diego State University
Bachelors of Business Administration (Management - Entrepeneurship & Finance)
Trey Wikstrom Skills
Financial Statement Analysis
Salesforce.com
Google Suite
Market Research
Remote Teamwork
Microsoft Excel
Entrepreneurship
Deadline Oriented
Analytical Skills
Team Leadership
Communication
Accountability
Responsibility
Coachable
Driven
Leadership
Microsoft Office
Statistics
Financial Modeling
Brand Ambassadorship
Can Do Approach
Sales
Teamwork
Customer Service
Management
Adaptation
Budgeting
Budget Management
Strategic Thinking
Mergers & Acquisitions (M&A)
Trey Wikstrom Summary
Trey Wikstrom, based in Kirkland, WA, US, is currently a Investment Banking Senior Analyst at Novelty Hill Capital. Trey Wikstrom brings experience from previous roles at Bernstein Private Wealth Management, Venture Real Estate Group, LLC and iMerge Advisors Inc. Trey Wikstrom holds a 2019 - 2022 High School Diploma @ Newport High School. With a robust skill set that includes Financial Statement Analysis, Salesforce.com, Google Suite, Market Research, Remote Teamwork and more. Trey Wikstrom has 2 emails and 2 mobile phone numbers on RocketReach.
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