Trevor Smith

Trevor Smith, PMP, PMI-ACP, is an experienced project management and product ownership professional with over seven years in the field. Currently serving as Director of Investor Data Services at PPB Capital Partners, Trevor oversees project initiatives for the firm's digital wealth advisor interface, the PPB Platform, since July 2023. Previously, Trevor held positions at American Express as Manager of Product Development and at Chubb as Product Owner. Trevor’s career began at Discover Financial Services, where a progression of roles included Area Manager and Project Manager, contributing to incident management across multiple software platforms. Trevor's educational background includes an M.B.A. in Management Information Systems and a B.S. in Business Management, both from Wilmington University.