Trey Booth's
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Current Position:

Chief Investment Officer, Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Experience:

18 years

Location:

Greater Birmingham, Alabama Area

How to contact Trey Booth

Last updated:2024-02-21

t****b@fiplanpartners.com

+1-870-***-**76

Analytics

According to LinkedIn Trey Booth started working on 2007, then the employee has changed 2 companies and 4 jobs. On average, Trey Booth works for one company for 3 years 8 months. Trey Booth has been working as a Chief Investment Officer, Senior Vice President, Wealth Consultant for fi-Plan Partners, LLC for 2100 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Chief Investment Officer, Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Jan 2020 - Current

Senior Vice President, Wealth Consultant at Fi Plan Partners, LLC

Dec 2014 - Dec 2019

Director, Investment Research and Portfolio Management at Johnson Sterling, Inc.

Jun 2012 - Dec 2014

Director, Investment Research at Johnson Sterling, Inc.

Jan 2010 - Jun 2012

Analyst at Johnson Sterling, Inc.

Jul 2007 - Jan 2010

Education

University of Alabama

Frequently Asked Questions

How long has Trey Booth been working as a Chief Investment Officer, Senior Vice President, Wealth Consultant?

Trey Booth's total experience in various companies as a Chief Investment Officer, Senior Vice President, Wealth Consultant 5 years 9 months.

What is Trey Booth's minimum period of employment in the companies?

Trey Booth's minimum period of employment in various companies is 2 years 5 months.

What is Trey Booth's average duration of employment for different companies?

On average, Trey Booth works for one company for 3 years 1 month

What industries has Trey Booth worked in?

Trey Booth works in the Financial Services.

What positions has Trey Booth held before?

Previously, Trey Booth worked as a Senior Vice President, Wealth Consultant, and Director, Investment Research and Portfolio Management, and Director, Investment Research, and Analyst.

How do I contact Trey Booth?

Trey Booth's email address is t****b@fiplanpartners.com, phone number is +1-870-***-**76. Sign up to get contact details.

Who is the President/CEO/Director of the Fi Plan Partners, LLC?

The President/CEO/Director of the Fi Plan Partners, LLC is Adam Vansant

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