Trevor Shippee

Director, Investment Operations at Shelton Capital Management

Trevor Shippee has a diverse work experience that spans various industries. Trevor currently holds the position of Director, Investment Operations at Shelton Capital Management, where they have been working since 2021. Prior to this role, they were an Analyst, Fund Administration at the same company from 2021 to 2023.

Before joining Shelton Capital Management, Trevor worked at Pacific Current Group as an Associate, Business Development from 2018 to 2021. Trevor also gained experience in the finance industry at LenderLive, where they served as a Business Analyst, Secondary Marketing from 2017 to 2018, and as an Analyst, Investor Reporting from 2015 to 2016.

Trevor's early work experience includes positions at Specialized Loan Servicing as an Associate, Investor Reporting from 2014 to 2015, and at Center For Teaching International Relations and Morrison & Foerster LLP as an Intern in 2013.

Trevor Shippee completed their Bachelor of Science (B.S.) degree in International Relations and Affairs from the University of Colorado Boulder between 2010 and 2014. Prior to that, they attended Staples High School from 2006 to 2010. Trevor Shippee also holds additional certifications in finance, including the Series 63 - Uniform Securities Agent State Law Examination, Series 7 - General Securities Representative Examination, and SIE - Securities Industry Essentials Examination, all obtained in 2019.

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Previous companies

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Timeline

  • Director, Investment Operations

    October, 2023 - present

  • Analyst, Fund Administration

    March, 2021