Experience

Flexible Plan Investments, Ltd.

• United States
• Financial Services
• 1 - 100 Employee

• Business Development

  • Feb 2007 - 16 years 11 months

  Collaborate with advisors to bring solutions that provide broader diversification to client portfolios, help advisors concentrate on gathering assets and increasing their client base by bringing a systematic Actively managed portfolio using multiple strategies in a single account with structure and DISCIPLINE. My main focus is teaming with advisors to help them build their business.



CLS Investments, LLC

• Regional Vice President

  • Jan 2004 - Jan 2006

  CLS acquired Schield Management Company and Trent assisted in a successful acquisition. In the two years he lead the retirement division and enjoyed his experience working with a tenacious staff of the Clarke's, combined with their passion for growth, CLS tripled in assets.



Schield Management Company

• Regional Vice President

  • Jun 1993 - Dec 2003

  Trent's introduction to actively managed strategies began in his early teens, when he rode the bus from school to his father's office. His father - rather than watch his son engage the hard working employees with his gift of conversation - put him to work doing statistical research. Later, when the company built a website for advisors, Trent was asked to present it to the 80+ advisors at one of their annual conferences: he was a natural born speaker. By listening in on… Show more Trent's introduction to actively managed strategies began in his early teens, when he rode the bus from school to his father's office. His father - rather than watch his son engage the hard working employees with his gift of conversation - put him to work doing statistical research. Later, when the company built a website for advisors, Trent was asked to present it to the 80+ advisors at one of their annual conferences: he was a natural born speaker. By listening in on conversations with advisors, he quickly learned how to convey the attributes of actively managed strategies to advisors, simplifying the complex for clients. Based upon that talent, the logical next step after college was to become an internal wholesaler. But that was short lived, and he soon had the real experience out in the field, not in the office. Playing a key roll at Schield Management Company the firm went from under 200 million to nearly a billion. Show less