Trent Schield

Vice President of National Accounts and Market Leaders Product Specialist @Flexible Plan Investments, Ltd.

Littleton, CO, US
EMAILS
t•••••••@flexibleplan.com
MOBILE NUMBERS
+13•••••••00

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WORK HISTORY

Feb 2007 — Present

Vice President of National Accounts and Market Leaders Product Specialist @Flexible Plan Investments, Ltd.

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Collaborate with advisors to bring solutions that provide broader diversification toclient portfolios, help advisors concentrate on gathering assets and increasing theirclient base by bringing a systematicActively managed portfolio using multiple strategies in a single account with structure and DISCIPLINE. My main focus is teaming with advisors to help them build their business.

SKILLS

SalesManagementBusinessMutual FundsRisk ManagementFinancial ServicesResearchBusiness DevelopmentLeadershipFinancial PlanningPortfolio ManagementInvestmentsRetirementTrainingStrategic PlanningWealth ManagementRecruitingRetirement Planning

ABOUT TRENT SCHIELD

With over 20 years of this experience, Trent has helped thousands of advisors understand…

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Trent Schield — Email, Phone Number & Contact Info | Unifers