Brokerage Operations Coordinator
Trevor graduated from the University of Missouri with a Bachelor of Science in Business Administration, an Economics minor, and a Finance emphasis. Prior to joining Concorde, Trevor was employed as a financial planning specialist at Northwestern Mutual in their Integrated Financial Planning department.
Trevor serves as a brokerage operations coordinator and is responsible for assisting in all brokerage operations such as opening new accounts, processing transactions, and placing trades when needed. Trevor currently holds the Series 7 and 66 licenses as well as his life and health insurance license.
Trevor resides in Kansas City, MO. He enjoys cheering on his beloved Green Bay Packers, playing in his basketball and volleyball rec leagues, and hiking.