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Trevor Moore

Director of Operations @EP Wealth Advisors

Torrance, CA, US

EMAILS

t•••••@epwealth.com

MOBILE NUMBERS

+91 *********19

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WORK HISTORY

Feb 2024 — Present

Director of Operations @EP Wealth Advisors

Torrance, CA, US

EDUCATION

2008 — 2012

UC Santa Barbara

Bachelor of Arts (B.A.), Economics

2008 — 2012

UC Santa Barbara

Bachelor of Arts (B.A.), Environmental Studies

2021 — 2023

Indiana University Bloomington

Master of Business Administration - MBA, Finance, General

SKILLS

Salesforce.comData MiningAnalytical SkillsConsultingRetirementRetirement SavingsMarketingBusiness DevelopmentCustomer RetentionBusiness Development ConsultancyRetirement BenefitsData AnalysisFinanceAnalysisMicrosoft ExcelProduct ManagementRetirement PlanningMutual FundsClient Representation401kRetirement Plan ConsultingAnalytics

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ABOUT TREVOR MOORE

Director of Operations at EP Wealth Advisors

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