Trevor Mason, Cmi Email & Phone Number

California, United States

Sacramento, California Area

• Utilize various approaches to the valuation of real property, personal property, and overall business valuation
• Consistently work with energy, transportation and telecom company valuations
• Act as the project/client manager on most engagements within my team; communicate on a daily basis with client contacts
• Analyze clients’ asset registries to identify non-taxable and overvalued assets and property
• Attend site visits to review in service assets, discuss valuation and obsolescence adjustments with assessors, and negotiate value settlements
• Analyze financial statements, balance sheets, and market data

Greater San Diego Area

Financial Planning Strategies, Wealth Management, Retirement Planning, Insurance Planning, and Estate Planning Strategies

Greater San Diego Area

Participated in all areas of advisor support including; existing client service, profiling prospective customers, and selling investment products.

Greater San Diego Area

Greater San Diego Area

• Work directly with the V.P. of Technology on an ongoing broker email review project.
• Contact financial advisors to review their email setup to make sure they are compliant.
• Use Microsoft Excel, Access, Orchestria, CAMM, Seibel, ASAT, and Oracle on a daily basis.

Sydney, Australia

Avant-Garde Wealth Management is a wealth management firm headquartered in Denver, Colorado with multiple locations across the United States. We are a full service wealth management and financial planning firm, focusing on the professional sports and entertainment arena. We are positioned to become one of the premier firms for high and ultra high net worth.

Greater San Diego Area

• Supported four top producing financial advisors while covering eight branches in San Diego.
• Participated in all areas of advisor support including; existing client service, profiling prospective customers, and selling investment products.
• Ultimate responsibility of keeping top advisors on track to beat their sales goals.

Greater San Diego Area

• Worked with a Wealth Management team aiding in the investment management of high net worth clients (Minimum $500K)
• Met with wholesalers to become educated in regard to the best investments on the market for our clients.
• Communicated with clients; addressing account status, maintenance and client concerns.
• Assisted with the transfer of Senior Wealth Management Team and $600M book from Merrill Lynch.
• Conducted daily cashiering duties; depositing checks, review of compliance paperwork, trade errors, margin calls, and overall office upkeep.
• Created a marketing campaign with the Branch Manager to recruit outside brokers (Minimum $1M Annual Revenue).

Greater San Diego Area

• Analyzed market reactions to stock recommendations by Barons Financial Magazine.
• Used Excel models to calculate stock price movements to determine a viable trading strategy.

• Created equity options investment seminar for prominent executives in San Diego.
• Researched Exchange Traded Funds and Indices.
• Conducted various marketing campaigns to prospective clients.

Bachelor Of Science (B.S.) Business Adminstration, Finance

Activities and Societies: Sigma Alpha Mu, Finance and Investment Society, American Marketing AssociationFormer Treasurer and Scholarship.

High School