Trevor Coyle

Role: Product Manager, Founding Team at Libretto
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Product Manager, Founding Team
Libretto
Dec 2016 — Present

Education

Chadwick
High School
2007 — 2011
University of Chicago
Bachelor of Arts, Economics
2011 — 2015

Skills

Python
Vba
Data Management
Microsoft Excel
Powerpoint
C
Sql
Data Analysis
Economics
Close Attention to Detail
Data Modeling
R
Java

Contact information

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Work email
t•••••@libretto.io
Personal email
•••••@•••••.com
Direct dial
+13•••••••70

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Current company

Libretto

Financial Services · 7 employees · Founded 2017 · Los Angeles, California, United States

Libretto is a powerful advice platform that helps financial advisors make every client feel like they’re worth $100 million. Libretto’s software unifies planning, total wealth portfolios, and risk management for RIAs and family offices, delivering a differentiated platform and methodology that helps clients succeed and firms excel. Originally built to manage ultra-affluent clients, Libretto’s liability-driven planning, asset allocation, and risk management tools offer an alternative to the risk tolerance and Monte Carlo ecosystem. Libretto scales “total wealth advice” for everyone, with the mission of making it easy for advisors to deliver sophisticated advice to their largest and smallest clients alike. To learn more, visit https://libretto.io. Libretto is an internet investment advisor registered with the Securities and Exchange Commission. Libretto works with registered investment advisors and other professional advisors and does not advise individual clients. Please see important disclosures here:

libretto.io

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Experience

Product Manager, Founding Team

Education

Chadwick

University of Chicago

Skills

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