Trinity Grace Email & Phone Number
Wealth Advisor @ Fullerton Financial Planning
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Trinity Grace Location
- Phoenix, AZ, US
Trinity Grace Work
- Wealth Advisor @ (June 2025 - Present)
- Ultra High Net Worth Relationship Manager @ (March 2023 - July 2025)
- Assistant Vice President - Private Client Banker @ (July 2022 - March 2023)
- Private Bank Client Service Associate @ (April 2021 - July 2022)
- Investment Specialist @ (July 2020 - April 2021)
- Government and Institutional Banking Summer Analyst @ (June 2019 - July 2019)
- UNCF Wells Fargo Corporate Scholar SLC Participant @ (May 2019 - May 2019)
- Welcome Center Concierge @ (January 2019 - May 2019)
- 2019 Sophomore Leadership Conference Participant @ (March 2019 - March 2019)
- 2018 Prepping for the Stagecoach @ (November 2018 - November 2018)
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
- Report Writing
- Microsoft PowerPoint
- Fashion Illustration
- Microsoft Word
- Fashion Photography
- Spreadsheets
- Visual Arts
- STEM
- Time Management
- Microsoft Excel
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 and 1 mobile phone numbers on RocketReach.
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