Trevor Scotto is a eficient professional, working in Fiduciary Financial Group main office of which is in 1189. on the position of Operations Partner from 2016. This expert has earned professional experience in more than five positions at different companies. Trevor Scotto went to the Golden Gate University and was studying from 2012. Trevor Scotto has such qualifications as License 118465, License 01923054, and Series 65. San Francisco, California is the area, where this expert was known to settle. The person's email address and phone number are easily accessed through SoftwareOfficial by request.
Name variants:
Trev Scotto
Last updated Jun 22, 2024
Contact Information
Last Update
Jul 10, 2022
Email
tr**@ffgwealth.com, tr**@gmail.com
Location
San Francisco, CA
Company
Fiduciary Financial Group
Workplace
Operations Partner
Work History
Operations Partner
900 5Th Ave #201, San Rafael, CA 94901
Run all quarterly performance and asset allocation reports
In charge of sourcing technology used in the practice
Manage CRM, calendars, events and other client outreach
Adept at running ...
from Dec 2016
Financial Planner
899 Northgate Dr SUITE 300, San Rafael, CA 94903
Run all quarterly performance and asset allocation reports
In charge of sourcing technology used in the practice
Manage CRM, calendars, events and other client outreach
Adept at running ...
Aug 2016 — Dec 2016
Tax Associate - 2Nd Year
7200 Redwood Blvd SUITE 403, Novato, CA 94945
Prepare Individual, Corporate, Partnership, Gift, Non-Profit, Foundation, Trust and Amended tax returns
Apply applicable tax laws and regulations for tax compliance to ensure clients’ tax ...
Jan 2012 — Aug 2013
Accountant
777 San Marin Dr, Novato, CA 94945
Managed annual and quarterly financial audits/reviews for the Controller’s Department
Prepared monthly and quarterly IFRS Tax entries using SAP & Excel
Organized supplementary documentati...
Jun 2008 — Jan 2012
Education
from 2012
2005 — 2009
Occupations
Executive
Partner
Advisor
Financial Broker
Financial Planner
Chief Executive
Financial Management Analyst
Financial Services Sales Agent
Skills
Excel
Sap
Word
Powerpoint
Tax
Fixed Assets
Microsoft Office
Outlook
Quickbooks
Financial Accounting
Research
Profx
Adobe Acrobat
Microsoft Word
Microsoft Excel
Accounting
Cpa
Journal Entries
Tax Returns
Sarbanes Oxley Act
Accounts Payable
General Ledger
Accounts Receivable