Trinity Gray's Location
Philadelphia, PA, US
Trinity Gray's Work
- Product Manager @ Envestnet, Inc
- Wealth Solutions Specialist @ Envestnet, Inc
- Regional Development Leader @ THRIVENT FINANCIAL
- Senior Client Relationship Consultant @ TIAA
- TIAA Incubator Leadership Team @ TIAA
- Jr. National Chair - Diverse Abilities Employee Resource Group @ TIAA
- Client Relationship Consultant @ TIAA
- Client Relationship Administrator @ Vanguard
- Financial Solutions Advisor @ Bank of America Merrill Lynch
- Financial Advisor, AVP @ Bank of America
Trinity Gray's Education
- Indiana University - Kelley School of Business
Master of Business Administration (Management)
2022 - 2024 - Georgetown University
Master of Science (Finance)
2020 - 2022 - University of Pennsylvania
(Leadership)
2021 - 2022
- Wharton Online
(Leadership, Management)
2021 - 2021 - Brown University
(Psychology)
1996 - 2000
Trinity Gray's Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Customer Relations
- Client Relationship Building
- Job Coaching
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
Trinity Gray's Summary
Trinity Gray, based in Philadelphia, PA, US, is currently a Product Manager at Envestnet, Inc, bringing experience from previous roles at Envestnet, Inc, Thrivent and TIAA. Trinity Gray holds a 2022 - 2024 Master of Business Administration in Management @ Indiana University - Kelley School of Business. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Customer Relations, Client Relationship Building and more, Trinity Gray contributes valuable insights to the industry. Trinity Gray has 5 emails on RocketReach.
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