Trevor Smith

Trevor Smith is a seasoned professional in business development and financial wellness, currently serving as the Business Development Director at SoFi since February 2021, where Trevor collaborates with prospective clients to enhance financial wellness offerings. Prior experience includes managing partnerships for the SoFi At Work team and founding Step 1 Financial, where Trevor empowers individuals and groups to achieve financial goals through personalized education. Additional roles include strategic partnerships at FreightPOP and various positions at Classy.org, including Account Executive and Sales Development Representative, where Trevor achieved significant milestones in performance. Early career experience includes a Junior Associate position at Premier Wealth and a Wealth Management Internship at Merrill Lynch. Trevor holds a Bachelor of Science in Business Administration from California Polytechnic State University-San Luis Obispo and an MBA from the University of California, Irvine.