Trevor Gillen
About Trevor Gillen
Trevor Gillen is a Private Client Banker at Chase, with prior experience as a Financial Services Representative at Fidelity Investments. He holds a Bachelor of Science in Accounting and Finance from Utah State University and is committed to helping clients achieve their financial goals through personalized banking solutions.
Work at Chase
Trevor Gillen has been employed at Chase as a Private Client Banker since 2021. In this role, he focuses on providing personalized banking solutions to clients. His responsibilities include helping clients achieve their financial goals through tailored financial strategies. Trevor's experience in the banking sector allows him to offer valuable insights and support to his clients.
Previous Experience at Fidelity Investments
Before joining Chase, Trevor Gillen worked at Fidelity Investments as a Financial Services Representative from 2015 to 2021. During his six years at Fidelity, he gained extensive experience in financial services while operating in Salt Lake County, Utah. His role involved assisting clients with various financial products and services, enhancing his understanding of client needs and financial planning.
Education and Expertise
Trevor Gillen studied at Utah State University, where he earned a Bachelor of Science degree in Accounting and Finance. His academic journey spanned from 2019 to 2021, equipping him with a solid foundation in financial principles and practices. This educational background supports his professional role in banking and financial services.
Advocacy for Lifelong Learning
Trevor Gillen advocates for lifelong learning as a key component of personal and financial growth. He emphasizes the importance of continuous education in enhancing one’s financial literacy and decision-making capabilities. Trevor believes that individuals should take ownership of their financial futures by setting clear financial goals and actively pursuing knowledge.
Financial Goal Setting
Trevor Gillen places significant importance on setting financial goals. He encourages clients to define their financial objectives and take proactive steps toward achieving them. His approach involves guiding clients in understanding their financial situations and developing strategies that align with their aspirations.