John Trotter

John Trotter Email and Phone Number

Private Wealth Manager at John Trotter Investments @
John Trotter's Location
Castle Rock, Colorado, United States, United States
About John Trotter

I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys to execute needed actions. I have found that my clients really appreciate the time that I take to educate them on the strategies and investments we will be using, which in turn, helps them feel more comfortable when making decisions.Areas of Focus: Insurance, Investments, planning etc. Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. John Trotter Investments is independent of Sigma Financial Corporation and Sigma Planning Corporation. Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or John Trotter Investments. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements.

John Trotter's Current Company Details
John Trotter Investments

John Trotter Investments

Private Wealth Manager at John Trotter Investments
John Trotter Work Experience Details
  • John Trotter Investments
    Private Wealth Manager
    John Trotter Investments May 2023 - Present
    United States
  • Upstream Investment Partners, Llc
    Private Wealth Manager
    Upstream Investment Partners, Llc May 2016 - May 2023
    4008 Sioux Dr, Mckinney Tx 75071
  • Edward Jones
    Financial Advisor
    Edward Jones May 2014 - May 2016
    Richardson, Texas
  • Ally Financial Inc.
    Fraud Team Leader
    Ally Financial Inc. Aug 2013 - Apr 2014
    Texas
    Lead a team of Fraud Specialists who investigate customer retail automotive fraud. The team's goal is to identify, investigate and report the suspicious activity and redress whenever possible.
  • Ally Financial Inc.
    Unit Manager
    Ally Financial Inc. Apr 2010 - Aug 2013
    North Texas
    Manage a team of high professionals that specialize in collateral recovery by utilizing compliant Skip Tracing and Cyber Tracking methods. They specialize in Post Charge- off Bankruptcy accounts.
  • Ally Financial Inc.
    Team Leader Of High Risk Collections
    Ally Financial Inc. May 2007 - Apr 2010
    North Texas
    Lead a team of consisting of 12 to 15 collateral based High Risk Collectors, Skip tracers, Medium Risk Collectors.
  • Ally Financial Inc.
    Portfolio Analyst- High Risk Collections
    Ally Financial Inc. Mar 2002 - May 2007
    North Texas
    Primary focus was to cure delinquency and collateral recovery. Areas of focus negotiations, collections, dispute resolution, understanding and adhering to FDCPA, FTC, UDAP, UCC and ECOA, Skip tracing, Cyber Tracking.
  • Gmac Commercial Finance
    Commercial Acquisitions Analyst
    Gmac Commercial Finance Jul 2001 - Mar 2002
    Plano, Tx
    Preparing reviewing commercial credit lines, extending new lines of credit, underwriting new/used commercial auto loans, solidify dealer and sales relationships, increase retail and lease penetration.
  • Gmac
    Portfolio Analysts- Mid Risk Collections
    Gmac Jul 2000 - Jul 2001
    Dallas, Tx
    Primary focus on collections of retail auto account receivables, negotiations, dispute resolution. Exceeded results on delinquency and customer satisfaction.
  • Mrs. Baird'S Bakeries
    Team Leader
    Mrs. Baird'S Bakeries Sep 1999 - Jul 2000
    North Richland Hills, Tx
    Lead a team of 10-20 part-time route persons. Managed scheduling, order resolution, one-on-one coaching to success instead of managing to avoid failure. Ensure compliance with strict product quality standards.
  • Mrs. Bairds Bakeries
    Sales
    Mrs. Bairds Bakeries Jul 1995 - Sep 1999
    Fort Worth, Tx
    Met or exceeded Sales forecasts by facilitating strong relationships, managing inventory, order forecasts, receivables, developed a quadratic regression model to streamline order forecasts.

John Trotter Skills

Suspicious Activity Reporting Team Building Advisory Services Registered Investment Advisor Planning Employee Engagement Sales Advisory Suspicious Activity Collections Negotiation Finance Financial Services Compliance Training Customer Service Skip Tracing Dispute Resolution Investment Advisory Services Management Dealer Relationships Project Management Professional Mentoring Services Fraud

John Trotter Education Details

  • University Of North Texas
    University Of North Texas
    Finance, General

Frequently Asked Questions about John Trotter

What company does John Trotter work for?

John Trotter works for John Trotter Investments

What is John Trotter's role at the current company?

John Trotter's current role is Private Wealth Manager at John Trotter Investments.

What is John Trotter's email address?

John Trotter's email address is jt****@****mip.com

What is John Trotter's direct phone number?

John Trotter's direct phone number is +197289*****

What schools did John Trotter attend?

John Trotter attended University Of North Texas.

What are some of John Trotter's interests?

John Trotter has interest in Investing, Learning, Cycling, Hiking, Running, Mountain Biking.

What skills is John Trotter known for?

John Trotter has skills like Suspicious Activity Reporting, Team Building, Advisory Services, Registered Investment Advisor, Planning, Employee Engagement, Sales, Advisory, Suspicious Activity, Collections, Negotiation, Finance.

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