Robert Trejo
Managing Director at Coeus Financial
- Role
- Chief Financial Officer at Entrust Investment Services
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Robert Trejo
CFF®, RFC®, CTS™ Robert Trejo is one of the Directors of Entrust Investment…
Experience
Chief Financial Officer
Mar 2023 — Present
Education
Institute of Business & Finance
Certfied Tax Specialist
Skills
- Fixed Annuities
- Customer Service
- Insurance
- Sales
- Multi-Generational Wealth Transfer
- Fixed Income Strategies
- Sales Management
- Estate Planning
- Financial Services
- Asset Management
- Retirement Planning
- Investment Advisory Representative
- Financial Advisory
- Equity Indexed Annuities
- Life Insurance
- Finance
- Retirement
- Wealth Management
- General Securities Registered Representative
- Investments
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