TG

Trevor Gardner

Business Development Director at Global Excel Management

Trevor Gardner began their work experience in 1984 as a Tax Officer Higher Grade at HM Revenue & Customs. Trevor then worked at Coutts as an Advisor in Tax Operations from 1988 to 2000. Gardner later joined RBS as the Head of Fund Due Diligence from 2000 to 2009. Trevor worked at Aberdeen Asset Management as a Manager of Fund Administration for a brief period in 2010. Gardner's recent experience includes working at Global Excel Management Inc., where they held the roles of International Account Manager from 2012 to 2015, International Account Executive from 2015 to 2016, and Business Development Director starting in 2017. In these roles, they focused on managing and building client relationships, conducting site visits and presentations, and providing support and assistance for healthcare risk management solutions.

Trevor Gardner completed the Investment Funds in Canada (IFC) degree in Mutual Funds from the Canadian Securities Institute in 2012. In 1998, they obtained the Financial Planning Certificate in Financial Planning and Services from The Chartered Insurance Institute. Additionally, Trevor pursued a degree in Taxation in 1997 from the Association of Taxation Technicians.

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