Trevor Isham
Partner Senior Wealth Manager @Curi Capital
Milwaukee, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jan 2022 — Present
Partner Senior Wealth Manager @Curi Capital
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Milwaukee, WI, US
EDUCATION
2010 — 2012
Northwestern University
Certificate of Financial Planning
2004 — 2008
Colorado College
Bachelor of Arts, Economics and Religion
SKILLS
Trade ExecutionRetirement PlanningCustomer RelationsAsset ManagementHedge FundsRisk ManagementEquitiesMicrosoft ExcelFinancial AnalysisInvestmentsFinancial ModelingPortfolio Management
ABOUT TREVOR ISHAM
It has long been my goal to help people understand the role finances play into their…
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