Trinity Grace Location
Phoenix, AZ, US
Trinity Grace Work
- 2025 - now Wealth Advisor @ Fullerton Financial Planning
- 2023 - 2025 Ultra High Net Worth Relationship Manager @ Vanguard
- 2022 - 2023 Assistant Vice President - Private Client Banker @ JPMorgan Chase & Co.
- 2021 - 2022 Private Bank Client Service Associate @ JPMorgan Chase & Co.
- 2020 - 2021 Investment Specialist @ Bank of America Merrill Lynch
- 2019 - 2019 Government and Institutional Banking Summer Analyst @ Wells Fargo
- 2019 - 2019 UNCF Wells Fargo Corporate Scholar SLC Participant @ UNCF Atlanta
- 2019 - 2019 Welcome Center Concierge @ Spelman College
- 2019 - 2019 2019 Sophomore Leadership Conference Participant @ Wells Fargo
- 2018 - 2018 2018 Prepping for the Stagecoach @ Wells Fargo
Trinity Grace Education
- Arizona State University
Bachelor of Science - BS (Economics)
2024 - 2026 - Spelman College
Economics
2017 - 2019
Trinity Grace Skills
- Team Leadership
- Adobe Premiere Pro
- Communication
- Data Analysis
- Community Outreach
- Adobe Photoshop
- Leadership
- Writing
- Public Speaking
- Digital Photography
Trinity Grace Summary
Trinity Grace, based in Phoenix, AZ, US, is currently a Wealth Advisor at Fullerton Financial Planning. Trinity Grace brings experience from previous roles at Vanguard, JPMorgan Chase & Co. and Bank of America Merrill Lynch. Trinity Grace holds a 2024 - 2026 Bachelor of Science - BS in Economics @ Arizona State University. With a robust skill set that includes Team Leadership, Adobe Premiere Pro, Communication, Data Analysis, Community Outreach and more. Trinity Grace has 2 emails on RocketReach.
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