As the Internal Business Development Manager, Trent runs the internal portion of SAM’s Business Development team. His team supports the external members as they meet with prospective clients throughout the country.
Trent began working at SAM in early 2019 and has maintained an important role in growing the firm’s AUM during his tenure. He holds a BS in Finance and an Economics minor from Santa Clara University. During his time at SCU, he was also a member of their Division I Men’s Water Polo Team.
He holds his Series 65 License, which classifies him as an Investment Advisor Representative. With that, he can provide tailored investment advice to individuals looking to learn more about how SAM might fit into their picture. In his free time, Trent enjoys surfing, snowboarding, hiking, and paragliding.