Trey Graham has been working as a Senior Investment Analyst in Waterloo Capital Management since 2018. Furthermore, the professional has on-the-job experience at more than five companies in the related field. Trey has a total work experience of nine+ years. Trey Graham studied at the University of Texas at Austin from 2009 to 2014. Trey has the following certificates: Series 65. Currently this professional lives in Austin, Texas region. Find this professional's current e-mail and phone with our search.
Name variants:
Trey Graham
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 12, 2022
Email
tg**@gmail.com
Location
Austin, TX
Company
Workplace
Colleagues
Work History
Senior Investment Analyst
2700 Vía Fortuna, Austin, TX
Work directly with CEO and CIO in forming investment thesis and managing client portfolios
Conduct due diligence and contribute to client correspondence documents related to target
invest...
from Oct 2018
Student
1 University Sta, Austin, TX
Studied General Finance at McCombs School of Business
Minor in Psychology
Jun 2009 — May 2014
Financial Analyst Intern
2700 Vía Fortuna, Austin, TX
Reported Directly to CIO
Provided research, analysis, and project construction support during the investment selection and portfolio management process
May 2013 — Aug 2013
Football Team Member
1 University Sta, Austin, TX
Scholarship athlete at the Tight End position
Participated in practices and meetings
Assisted offensive coaching staff with weekly game preparation and in-game analysis as a
student coac...
Jun 2009 — Feb 2013
Clerk
816 Congress Ave SUITE 1900, Austin, TX 78701
Assisted in closing recent cases by inputting case information into office database
Imported and organized case documents for newly hired attorney
Jun 2011 — Aug 2011
Education
2009 — 2014
Occupations
Financial Broker
Investment Analyst
Executive
Chief Executive Officer
Chief Information Officer
Accountant
Finance and Accounting Specialist
Doctor
Psychologist
Puchasing and Estimating Manager
Financial Manager
Corporate Executive
Chief Executive
Technology Director
Technical Managers
Accounting Bookkeeper
Bookkeeper
Psychology Specialist
Skills
Microsoft Excel
Finance
Powerpoint
Microsoft Word
Problem Solving
Legal Research
Financial Analysis
Economic Research
Indesign
Adobe Illustrator
Adobe Photoshop
FAQs about Trey Graham
What is the profession of Trey Graham?
This professional's job is Senior Investment Analyst
What jobs is Trey Graham a professional at?
Trey is a professional Financial Broker and Investment Analyst jobs.
Where does Trey Graham live?
The professional lives in Austin, Texas.
What is the professional's email?
Trey's email is tg**@gmail.com.
How many companies did Trey Graham work at?
The professional worked at five jobs.
What education does Trey Graham have?
Trey studied at the University of Texas at Austin from 2009 to 2014.
What are the certifications of Trey Graham?
Trey received the following certifications: Series 65.
What is professional industry that Trey Graham is connected to?
Trey Graham works in Financial Services industry.