Trevor Phillips

Trevor Phillips has worked in various positions throughout their career. Trevor started as a Project Manager at Phillips Consulting, LLC. from 2009 to 2011. In 2012, they had multiple roles including being an Equity Research Analyst Intern at Global Financial Advisors, a Team Lead, Analyst Intern at Fairbourne Holdings, and a Hedge Fund Analyst Extern at Accretive Capital Partners, LLC. Trevor then joined Citigroup Inc. as an Analyst and worked their way up to Senior Associate, Vice President, and Senior Vice President, focusing on strategic and corporate advisory solutions within the Global Consumer & Retail industry. In 2019, they joined Dynamic National Inc. as a Senior Vice President.

Trevor Phillips obtained a Bachelor of Science (BS) degree in Finance from Brigham Young University Marriott School of Business. In addition, they have certifications from the Financial Industry Regulatory Authority (FINRA) in Series 63 as a Uniform Securities Agent and Series 79 as a Limited Representative in Investment Banking. The exact dates of obtaining these certifications are not provided.