AeroLeads people directory · profile
Trevor Mcleod Email & Phone Number
Director - Intermediary Transfer Agent and Client Oversight
at
T. Rowe Price
2 work emails found
@troweprice.com
2 phones found area 410
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director - Intermediary Transfer Agent and Client Oversight
Location
Colorado Springs, Colorado, United States
Company size
Who is Trevor Mcleod? Overview
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Quick answer
Trevor Mcleod is listed as Director - Intermediary Transfer Agent and Client Oversight at T. Rowe Price, a with 8698 employees, based in Colorado Springs, Colorado, United States. AeroLeads shows a work email signal at troweprice.com, phone signal with area code 410, and a matched LinkedIn profile for Trevor Mcleod.
Trevor Mcleod previously worked as Senior Manager - Transfer Agent and Client Oversight North America at T. Rowe Price and Assistant Vice President - Global Client Account Services at T. Rowe Price. Trevor Mcleod holds Mba, Management from University Of Colorado Colorado Springs.
Company email context
Email format at T. Rowe Price
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{first}_{last}@troweprice.com
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AeroLeads found 2 current-domain work email signals for Trevor Mcleod. Compare company email patterns before reaching out.
Profile bio
About Trevor Mcleod
Accomplished financial manager offering 15+ years of experience in leadership and development in the financial services industry. Combines expert technical and analytical skills with transformational change management capabilities along with a broad background in the intermediary business, technology and relationship building to deliver exceptional results to clients.FINRA Licenses - Series 24, Series 7, Series 66Strengths - Leadership DevelopmentCorporate RelationshipsStrategic PlanningCreative Problem SolvingCross-Functional CollaborationProcess ImprovementChange ManagementClient Relationship Management NetworkingMentorship and CoachingHiring and Recruiting Risk ManagementCollaborationProject Management
Listed skills include Finra, Portfolio Management, Asset Management, Financial Services, and 46 others.
Current workplace
Trevor Mcleod's current company
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T. Rowe Price
7 roles
Trevor Mcleod work experience
A career timeline built from the work history available for this profile.
Senior Manager - Transfer Agent And Client Oversight North America
Responsible for managing a group that has responsibility for North American Client Oversight including FICCA/SOC-1 review, excessive trading and prospectus compliance policies and intermediary fee payments. In addition the group has vendor and transfer agent oversight for BDCs and private credit offerings.
Assistant Vice President - Global Client Account Services
Day to day oversight of intermediary operations with US and OUS clients. Collaborates and develops strong partnerships with internal and external business partners.Key responsibilities include:Intermediary NAV delivery through NSCC Project Management in partnership with Technology, Vendors and ContractorsAutomation of business process through robotic and AI Product management of Mutual Funds, CITs, Separate Accounts, Sub-Advised and ETFsLeadership and Associate DevelopmentSetting and executing on department strategyRisk assessments with Legal and Risk Management
Apr 2021 - Jul 2023
Lead Manager - Global Investment Client Operations
Responsible for US Transfer Agent business in conjunction with supporting our global clients to ensure daily efficient execution of all requests.Modernizing our business through enhanced NAV delivery and Pricing, Robotics Process Automation, and creating operational alpha for the firm.
Feb 2018 - Jul 2023
Manager - Transfer Agent Services - Us Intermediaries
Accomplished people manager offering 6+ years of experience in leadership and development in the financial services industry. Combines expert technical and analytical skills with transformational change management capacities along with a broad background in technology, risk management and relationship building to deliver exceptional results to clients.
May 2011 - Jan 2018
Project/Client Manager - Retirement Plan Service
Sep 2015 - Jan 2016
Supervisor - Particpant Service Center
Aug 2007 - Apr 2011
Team & coworkers
Colleagues at T. Rowe Price
Other employees you can reach at troweprice.com. View company contacts for 8698 employees →
EM
Elizabeth Meyer
Colleague at T. Rowe PriceColorado Springs, Colorado, United States
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JP
Joe Parisi
Colleague at T. Rowe PricePhoenix, Maryland, United States
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MH
Mike Hoffman
Colleague at T. Rowe PriceBaltimore, Maryland, United States
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LC
Lucy Chen
Colleague at T. Rowe PriceWashington Dc-Baltimore Area, United States
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LG
Lauren Greenbaum, Crpc
Colleague at T. Rowe PriceWashington Dc-Baltimore Area, United States
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BH
Brian Hoffman
Colleague at T. Rowe PriceBaltimore City County, Maryland, United States
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JS
Josh Slater
Colleague at T. Rowe PriceBaltimore, Maryland, United States
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RB
Rachel Brown
Colleague at T. Rowe PriceTowson, Maryland, United States
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TC
Tim Carrier, Cfa
Colleague at T. Rowe PriceBaltimore, Maryland, United States
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AK
Anthony Kutrik
Colleague at T. Rowe PriceDenver, Colorado, United States
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Elizabeth Meyer
Colleague at T. Rowe PriceColorado Springs, Colorado, United States
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JP
Joe Parisi
Colleague at T. Rowe PricePhoenix, Maryland, United States
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MH
Mike Hoffman
Colleague at T. Rowe PriceBaltimore, Maryland, United States
View →
LC
Lucy Chen
Colleague at T. Rowe PriceWashington Dc-Baltimore Area, United States
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LG
Lauren Greenbaum, Crpc
Colleague at T. Rowe PriceWashington Dc-Baltimore Area, United States
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BH
Brian Hoffman
Colleague at T. Rowe PriceBaltimore City County, Maryland, United States
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JS
Josh Slater
Colleague at T. Rowe PriceBaltimore, Maryland, United States
View →
RB
Rachel Brown
Colleague at T. Rowe PriceTowson, Maryland, United States
View →
TC
Tim Carrier, Cfa
Colleague at T. Rowe PriceBaltimore, Maryland, United States
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AK
Anthony Kutrik
Colleague at T. Rowe PriceDenver, Colorado, United States
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3 education records
Trevor Mcleod education
Mba, Management
Bachelor Of Arts (B.A.), English
Bachelor Of Arts - Ba
FAQ
Frequently asked questions about Trevor Mcleod
Quick answers generated from the profile data available on this page.
What company does Trevor Mcleod work for?
Trevor Mcleod works for T. Rowe Price.
What is Trevor Mcleod's role at T. Rowe Price?
Trevor Mcleod is listed as Director - Intermediary Transfer Agent and Client Oversight at T. Rowe Price.
What is Trevor Mcleod's email address?
AeroLeads has found 2 work email signals at @troweprice.com for Trevor Mcleod at T. Rowe Price.
What is Trevor Mcleod's phone number?
AeroLeads has found 2 phone signal(s) with area code 410 for Trevor Mcleod at T. Rowe Price.
Where is Trevor Mcleod based?
Trevor Mcleod is based in Colorado Springs, Colorado, United States while working with T. Rowe Price.
What companies has Trevor Mcleod worked for?
Trevor Mcleod has worked for T. Rowe Price and T Rowe Price.
Who are Trevor Mcleod's colleagues at T. Rowe Price?
Trevor Mcleod's colleagues at T. Rowe Price include Elizabeth Meyer, Joe Parisi, Mike Hoffman, Lucy Chen, and Lauren Greenbaum, Crpc.
How can I contact Trevor Mcleod?
You can use AeroLeads to view verified contact signals for Trevor Mcleod at T. Rowe Price, including work email, phone, and LinkedIn data when available.
What schools did Trevor Mcleod attend?
Trevor Mcleod holds Mba, Management from University Of Colorado Colorado Springs.
What skills is Trevor Mcleod known for?
Trevor Mcleod is listed with skills including Finra, Portfolio Management, Asset Management, Financial Services, Mutual Funds, Investments, Creative Problem Solving, and Quality Assurance.
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