#nameCompanyT

Trinity Gray's email & phone

Senior Overlay Services Specialist at Envestnet
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Found email addresses for Trinity Gray:

t***@yahoo.com,
t***@vanguard.com

Found phones for Trinity Gray:

+1-205-***-**66,
+1-205-***-**79
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Location

Greater Philadelphia, United States

Work Experience 22 years

Senior Overlay Services Specialist at Envestnet

Jul 2025 - Current

Wealth Solutions Consultant at Envestnet

Aug 2024 - Jun 2025

Relationship Banker at Chase

Dec 2023 - Jul 2024

Product Manager at Envestnet

Jul 2022 - Nov 2023

Wealth Solutions Specialist at Envestnet

Sep 2021 - Jul 2022

Regional Development Leader at Thrivent

Jan 2021 - Aug 2021

Senior Client Relationship Consultant at TIAA

Mar 2018 - Nov 2020

Jr. National Chair - Diverse Abilities Employee Resource Group at TIAA

Jan 2018 - Jan 2020

Client Relationship Consultant at TIAA

May 2012 - Feb 2018

Client Relationship Administrator at Vanguard

Jan 2011 - Apr 2012

Financial Solutions Advisor at Bank of America Merrill Lynch

Jun 2010 - Jan 2011

Financial Advisor, AVP at Bank of America

Sep 2008 - Jun 2010

Financial Advisor at Merrill Lynch

Jun 2006 - Aug 2008

Financial Advisor & Rule 144 Specialist at Morgan Stanley

Jun 2004 - May 2006

Trinity Gray started working in 2004, then the employee has changed 9 companies and 13 jobs. On average, Trinity Gray works for one company for 1 year 8 months.

Education

Master of Business Administration - MBA at Indiana University - Kelley School of Business

Master of Science - MS at Georgetown University

2000 at Brown University

Certificate Program at Wharton Online

DiverseForce on Boards - Cohort 7 at University of Pennsylvania

Frequently Asked Questions

What is Trinity Gray's minimum period of employment in the companies?

Trinity Gray's minimum period of employment in various companies is 7 months.

What is Trinity Gray's average duration of employment for different companies?

On average, Trinity Gray works for one company for 1 year 9 months

What industries has Trinity Gray worked in?

Trinity Gray works in the Financial Services. Previously, Trinity Gray worked in the Banking.

What positions has Trinity Gray held before?

Previously, Trinity Gray worked as a Wealth Solutions Consultant, and Relationship Banker, and Product Manager, and Wealth Solutions Specialist, and Regional Development Leader.

How do I contact Trinity Gray?

Trinity Gray's email address is t*******g@envestnet.com, phone number is +1-205-***-**20. Sign up to get contact details.

Trinity Gray Namesakes

Name
Company
Position
T
Emergency Dispatcher

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