Trey Booth has been working as a Director, Investment Research and Portfolio Management in Johnson Sterling, Inc. since 2012. Additionally, Trey Booth has an employment history at more than four companies in the related field. Trey has a total work experience of seven+ years. Trey Booth studied at the University of Alabama from 2003 to 2007. Now they live in Albertville, Alabama region. Find Trey Booth's actual contacts with Connexy search.
Name variants:
Trey Booth
Contact Information
Last Update
Jul 7, 2022
Email
tb**@fiplanpartners.com, mo**@yahoo.com
Location
Albertville, AL
Company
Workplace
Director, Investment Research and Portfolio Management
Industry
Investment Management
Colleagues
Work History
Director, Investment Research and Portfolio Management
820 Shades Creek Pkwy, Birmingham, AL 35209
Jun 2012 — Dec 2014
Senior Vice President, Wealth Consultant
5825 Feldspar Way, Birmingham, AL 35244
I am a member of the Portfolio Strategy team, working with President and CEO Greg Powell, CIMA, on developing strategies and portfolio positions designed to grow your wealth. I have seven ye...
from Dec 2014
Director, Investment Research
820 Shades Creek Pkwy, Birmingham, AL 35209
Jan 2010 — Jun 2012
Education
2003 — 2007
Occupations
Executive
Senior Vice President
Counselor
Director
Accountant
Finance and Accounting Specialist
Chairperson
Chief Executive Officer
Vice President
Chief Executive
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Corporate Executive
Skills
Alternative Investments
Private Equity
Equity Valuation
Equity Research
Financial Modeling
Investment Management
Morningstar
Performance Attribution
Tactical Asset Allocation
Financial Risk
FAQs about Trey Booth
What is the main profession of Trey Booth?
Trey is a Senior Vice President, Wealth Consultant.
What are the main profession of The professional?
These person's professions are Executive and Senior Vice President
Where does Trey Booth currently live?
Trey lives in Albertville, Alabama.
What is Trey Booth's email?
Trey Booth's email is tb**@fiplanpartners.com and mo**@yahoo.com.
Where did Trey Booth work?
This expert worked at Johnson Sterling, Inc., Fi-Plan Partners, Llc.
What education does Trey Booth have?
Trey studied at the University of Alabama from 2003 to 2007.
What is professional industry that Trey Booth is connected to?
This person works in Financial Services industry.
What are the skills of Trey Booth?
This person has skills in the following areas: Alternative Investments, Private Equity, Equity Valuation, Equity Research, Financial Modeling, Investment Management, and Morningstar.