Trevor Lebus
Wealth Management Consultant at FactSet
- Role
- Consultant at FactSet
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
Experience
Consultant
Mar 2024 — Present · Santa Monica, CA, US
Acting as a primary point of contact across 20+ firms worth $14+ million in annual subscription value, delivering tailored solutions for Wealth Management, Sell-Side, Asset Management, Quantitative, and Fixed Income teams.• Conducting onsite meetings with Portfolio Management, Risk, Compliance, and Research teams to tailor FactSet implementations to firm-specific workflows, increasing product adoption and displacing competitor solutions.• Leading product enhancements by channeling client feedback into actionable insights, collaborating with product teams to shape the roadmap and contribute to a 95%+ retention rate.• Managed the Summer Intern Program, mentoring two interns through structured feedback and performance reviews to support their development and align with company retention goals.• Implemented several events across the America’s Wealth Consulting team to drive greater client engagement and help get other Consultant’s in front of their clients more successfully, each of these have led to a 3%+ increase in yearly client engagement metrics directly following the events.
Education
Irvine Valley College
Associate of Science for Transfer - AST, Business Administration and Management, General and Economics
2018 — 2021
Santa Clara University Leavey School of Business
Bachelor of Commerce - BCom, Finance
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