Trevin O'Cain

Trevin O'Cain is the current Priority Support Manager at ClickUp. Trevin has previously worked as a Client Service Associate at EP Wealth Advisors from June 2018 to August 2020 and as a Financial Planning Intern at Donnelly Wealth Advisors, Inc from January 2018 to June 2018.

Trevin's work experience includes spearheading the learning of many new systems and processes post merge of Donnelly and EP Wealth Advisors while also educating their colleagues in them. Trevin was presented with an award at their firm’s annual summit for their hard work and effort to create an optimal work environment. Trevin has also maintained client relationships through general service action items such as account opens, account transfers, and money movement at Charles Schwab, Fidelity, and TD Ameritrade. In addition, they have performed client meeting preparation by utilizing software such as Emoney and Tamarac to gather data and run financial reports.

Trevin O'Cain has a Bachelor's degree in Economics with a minor in Finance from San Diego State University. Trevin also has a certification from COPC Inc. in COPC Certified Professional Manager.

They work with Sarah Kendrick - Customer Support Specialist, Jake Sines - Customer Support Manager, and Aurora Larrazolo - Customer Support Specialist. Their manager is Quinton Ayers, Director of Customer Support.