2019 Fall Conference Speaker

As Chief Technology Officer, Trevor is charged with making decisions for the strategic direction, roadmap, budgeting, and planning for technology at Sequoia Financial Group. Working closely with client advisors and firm leadership, he identifies opportunities to improve operational efficiency, effectiveness, and impact on the client experience. He strives to add value by supporting relationship intelligence through technology which allows Sequoia to deliver more personalized services and make informed decisions that will increase the productivity of the team while helping clients achieve their financial goals.