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Trevor R Chuna
Chief Technology Officer @Sequoia Financial Group
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WORK HISTORY
Chief Technology Officer @Sequoia Financial Group
Responsible for development of Sequoia\'s tech strategy as well as the execution oversight of the firms tech roadmap and budgeting -Successful implementation of Salesforce Financial Services Cloud *Conversion from Microsoft CRM Dynamics *Key stakeholder responsible for oversight and execution of user interface development, workflows, user adoption strategy, training, and budgeting.*Key stakeholder on ERP integration strategy and execution oversight INDUSTRY INVOLVEMENT -Speaker at national conferences and featured Salesforce Trailblazer -Salesforce Financial Services Cloud Product Advisory Council 2018 -Founder, Wealth Planning Forum (merged with HIFON.org)-Member of The National Association of Estate Planner & Council (NAEPC) UP CLOSE -Greater Akron Chamber’s 30 for the Future award for 2017 -Published in the Journal of Financial Planning for his expertise in trust and estate planning -Volunteers for several local organizations including his local church and GIA Akron (Board and Investment Committee) The views posted on this site are my own and do not represent the positions, strategies or opinions of Sequoia Financial Group. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or product. This profile should not be considered as investment advice or a solicitation to buy or sell securities. Third party posts found on this profile do not reflect the views of Sequoia Financial Group and have not been reviewed or verified by Sequoia Financial Group as to the accuracy or completeness of the content. This profile may contain links to a variety of sites maintained by third parties. We do not endorse, warrant or approve of the content, correctness or accuracy of those third-party sites, or of the products, services or information offered by any third parties.
EDUCATION
The American College
Master of Science (MS), Financial Planning and Services
The University of Akron
Bachelor of Business Administration (BBA), Finance
SKILLS
ABOUT TREVOR R CHUNA
Experienced Chief Technology Officer with a demonstrated history of working in the…
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