Benjamin Trask

Benjamin Trask is an experienced finance professional with a solid background in program and project management, wealth management, and financial services. Currently serving as a UMA Program/Project Management Specialist and Advisory Marketing Specialist at Stifel Financial Corp. since June 2021, Benjamin previously held the position of Wealth Management Officer at Citi from July 2020 to June 2021. Earlier roles include Margin and Options Principal and Financial Services Representative at TD Ameritrade, Management Intern at American Greetings, and Office Assistant at Centre College. Benjamin's internship at TruChoice Federal Credit Union provided valuable insights into community banking and client retention strategies. Benjamin holds a Bachelor of Science degree in Finance and Economics from Centre College, earned in 2017.