Trevor Moore
Director of Operations at EP Wealth Advisors
- Role
- Director of Operations at EP Wealth Advisors
- Location
- Torrance, CA, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Director of Operations
Feb 2024 — Present · Torrance, CA, US
Education
UC Santa Barbara
Bachelor of Arts (B.A.), Economics
2008 — 2012
UC Santa Barbara
Bachelor of Arts (B.A.), Environmental Studies
2008 — 2012
Indiana University Bloomington
Master of Business Administration - MBA, Finance, General
2021 — 2023
Skills
- Salesforce.com
- Data Mining
- Analytical Skills
- Consulting
- Retirement
- Retirement Savings
- Marketing
- Business Development
- Customer Retention
- Business Development Consultancy
- Retirement Benefits
- Data Analysis
- Finance
- Analysis
- Microsoft Excel
- Product Management
- Retirement Planning
- Mutual Funds
- Client Representation
- 401k
- Retirement Plan Consulting
- Analytics
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