Trey brings 25-plus years of experience in the Financial Service Industry, focusing primarily on Pension Administration in the Qualified and Non-Qualified arena. He has worked extensively with both large and small companies and possesses a wealth of knowledge in the daily and balance forward environments. Trey will be instrumental in supporting our high levels of service and the continued growth of our ESOP administration and consulting practice.
Trey, who resides in Roswell, Georgia, holds a Bachelor of Science, Masters of Economics and an MBA from Auburn University. He also holds the following professional designations:
- ASPPA ESOP Certification