Trisa Summers Email & Phone Number
President @ Five Oceans Advisors
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Trisa Summers Location
- Phoenix, AZ, US
Trisa Summers Work
- President @ (April 2025 - Present)
- Director of Client Experience @ (January 2023 - April 2025)
- Course Instructor @ (May 2017 - Present)
- Business Consultant @ Self-employed (March 2017 - January 2023)
- CEO @ (January 2015 - April 2016)
- President @ (January 2011 - January 2015)
- Partner and Advisor @ (August 1999 - April 2016)
- Chief Compliance Officer @ AQN Advisors, Inc. (June 2005 - January 2008)
Trisa Summers Education
- California State University-Sacramento
(B.A., Education)
- University of Southern California
Trisa Summers Skills
- Build Strong Relationships
- Stakeholder Management
- Key Performance Indicators
- Project Coordination
- Embraces Change
- Problem Solving
- Investment Management
- Leadership Development
- Teamwork
- Strategy Implementation
- Coaching
- Strategic Planning
- Public Speaking
- Strategic Financial Planning
- Operations Management
- Wealth Management
- Asset Allocation
- Financial Services
- Business Strategy
- Customer Experience
- Data Analysis
- Microsoft Excel
- Microsoft PowerPoint
- Leadership
- Management
- Teaching
- Presentation Skills
- Personal Finance
- Microsoft Outlook
- Team Leadership
- Strategic Thinking
- Corporate Branding
- Communication
- Community Engagement
- Corporate Events
- Executive Management
- Strategy
- Project Management
- Analytical Skills
- Finance
- Entrepreneurship
- Customer Engagement
- Presentations
- Organizational Leadership
- Microsoft Office
- Microsoft Word
- Adobe Photoshop
- Consulting
- Team Building
- Cross-functional Team Leadership
- Estate Planning
- Financial Advisory
- Technology Management
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Investment Advisory
- Asset Managment
- Equities
- Mutual Funds
- Asset Management
- Wealth
- Small Business
- Strategic Financial
- Marketing Communications
- Retirement
Trisa Summers Summary
- Trisa Summers, based in Phoenix, AZ, US, is currently a President at Five Oceans Advisors. Trisa Summers brings experience from previous roles at Five Oceans Advisors, 3rd Decade, Self-employed and TCI Wealth Advisors, Inc.. Trisa Summers holds a California State University-Sacramento. With a robust skill set that includes Build Strong Relationships, Stakeholder Management, Key Performance Indicators, Project Coordination, Embraces Change and more. Trisa Summers has 4 emails and 1 mobile phone numbers on RocketReach.
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