Profiel
Ms. Trentman began her career in financial services in 1981 when she took a position in Bond Operations for St. Louis-based A.G.
Edwards.
In 1986, she moved to the Reorganization Department to manage day-to-day operations within the bond redemption area.
In 1995, given her knowledge of the securities industry and her client-friendly manner, she was asked to help establish the new Client Services Department within the company’s Law Department.
Promoted to a senior client services representative in 1997, Ms. Trentman became the manager of Client Services and Operations in 1999, and was later appointed a vice president of the firm.
After A.G.
Edwards was acquired by Wachovia Securities (now Wells Fargo Advisors), Ms. Trentman was named a senior vice president and manager of operations and was responsible for regulatory reporting, P&L analysis, records management and invoices, and administration for the Law Department.
She resigned in 2009 to take a position in branch services with Benjamin F.
Edwards & Co. where she assists the firm’s branches and clients with operational issues.
Ms. Trentman holds a number of industry licenses including the Series 7, 8, 24, and 63.
Eerdere bekende functies van Yvonne Trentman
Bedrijven | Functie | Einde |
---|---|---|
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | 31-12-2008 |
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Corporate Officer/Principal | 31-12-2007 |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
A.G. Edwards, Inc.
A.G. Edwards, Inc. Investment Banks/BrokersFinance A.G. Edwards, Inc. operate as a securities broker-dealer in the United States. It provides investment products and financial services including annuities, bonds, futures & commodities, mutual funds, banking and business services, education funding, and retirement planning. The company was founded by Albert Gallatin Edwards in 1887 and is headquartered in St. Louis, MO. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |