Trevor Emrick
About Trevor Emrick
Trevor Emrick is an Internal Wholesaler specializing in Mutual Funds at Transamerica, where he has worked since 2019. He holds a Bachelor's degree in Accounting and Finance from the University of Colorado Boulder and has prior experience in various roles within the financial services and logistics sectors.
Work at Transamerica
Trevor Emrick has been employed at Transamerica as an Internal Wholesaler specializing in Mutual Funds since 2019. In this role, he actively participates in crafting and executing the territory business plan. He supports a diverse range of financial advisors, including those from wirehouses, banks, and independent firms. His responsibilities include engaging in consultative sales calls to build relationships with financial advisors and other licensed professionals. Emrick also collaborates with external partners to achieve revenue and profitability targets for the region.
Education and Expertise
Trevor Emrick studied at the University of Colorado Boulder, where he attended the Leeds School of Business. He earned a Bachelor's degree in Accounting and Finance, completing his studies from 2014 to 2018. This educational background provides him with a solid foundation in financial principles and practices, which he applies in his current role at Transamerica. His expertise includes developing asset allocation strategies tailored to client objectives and risk tolerances.
Background
Trevor Emrick has a diverse professional background that includes various roles in sales, client service, and material coordination. Prior to his current position at Transamerica, he worked at OppenheimerFunds as a Specialized Client Service Associate and as a Client Service Associate. He also served as a Material Coordination Specialist at Case Design/Remodeling Indy and held the position of Vice President at Sigma Nu Fraternity, Inc. His early career included a role as an Inventory and Maintenance Specialist at TransCorr National Logistics.
Previous Work Experience
Before joining Transamerica, Trevor Emrick gained valuable experience in several positions. He worked as a Sales and Purchasing Intern at CTAP, LLC for two months in 2017. His role at Case Design/Remodeling Indy involved coordinating materials from 2015 to 2016. Additionally, he served as Vice President of Sigma Nu Fraternity, Inc. in Boulder, Colorado, from 2015 to 2016. His experience at OppenheimerFunds spanned multiple roles, contributing to his knowledge in client service and financial products.