Trisha Qualy Email & Phone Number
Managing Partner @ Affiliated Advisors
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Trisha Qualy Location
- Minneapolis, MN, US
Trisha Qualy Work
- Managing Partner @ (October 2019 - Present)
- CERTIFIED FINANCIAL PLANNERâ„¢ @ (April 2015 - Present)
- Vice President of Wealth Management @ (January 2018 - October 2019)
- Compliance Manager @ (October 2014 - January 2017)
- Operations Associate @ (April 2013 - October 2014)
- Accounting Assistant @ (October 2008 - January 2010)
- Director, Wealth Management @ (January 2017 - January 2018)
- English Teacher @ (February 2010 - March 2011)
Trisha Qualy Education
- University of Minnesota-Twin Cities
Bachelor's Degree (Spanish Studies & Management)
- University of Minnesota-Twin Cities
Trisha Qualy Skills
- Investment Advisory
- Entrepreneurship
- Leadership
- Public Speaking
- Operations
- Organizational Development
- Compliance
- Customer Service
- Language Teaching
- Process Improvement
- Project Management
- Business Development
- Business Workflows
- Financial Planning
- Training
Trisha Qualy Summary
- Trisha Qualy, based in Minneapolis, MN, US, is currently a Managing Partner at Affiliated Advisors. Trisha Qualy brings experience from previous roles at Financially Fluent Advisors, AdvisorNet Financial and AdvisorNet Wealth Management. Trisha Qualy holds a Bachelor's Degree in Spanish Studies & Management @ University of Minnesota-Twin Cities. With a robust skill set that includes Investment Advisory, Entrepreneurship, Leadership, Public Speaking, Operations and more. Trisha Qualy has 2 emails and 2 mobile phone numbers on RocketReach.
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