Wealth and Business Consultant @ (June 2022 - December 2023)
Director of Operations @ (January 2016 - June 2022)
Director of Finance @ (January 2016 - March 2021)
Business Owner and Lead Advisor @ Trask Financial, LLC (October 2014 - August 2018)
Will Trask Jr Education
Charleston School of Law
Doctor of Law (J.D.)
2009-2012
College of Charleston
Bachelor of Arts (B.A.)
2004-2008
Will Trask Jr Skills
P&L Management
Commercial Marketing
Legal Compliance
Written Communication
Financial Services
Customer Service Management
Real Estate
Client Contact
Team Building
Sales
Customer Service
Microsoft Excel
Product Management
Operational Compliance
Interpersonal Communication
Communication
Business Management
Tax
International Logistics
Investment Strategies
Leadership
Estate Planning
Financial Advisory
Web Design
Management
Project Management
Entrepreneurship
Probate Law
Risk Management
Finance
Investment Advisory
Estate Tax Planning
Graphic Arts
Wealth Management
Graphic Design
Property Management
Will Trask Jr Summary
Will Trask Jr, based in South Carolina, United States, is currently a Growth Consultant at Trask Growth Consulting. Will Trask Jr brings experience from previous roles at Perigon Wealth Management, LLC, Toadfish and Trask Financial, LLC. Will Trask Jr holds a 2009 - 2012 Doctor of Law (J.D.) @ Charleston School of Law. With a robust skill set that includes P&L Management, Commercial Marketing, Legal Compliance, Written Communication, Financial Services and more. Will Trask Jr has 3 mobile phone numbers on RocketReach.
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