JT Trimble, CFP® - Email & Phone Number

Senior Advisor at Root Financial Partners

JT Trimble, CFP® is based out of Leesburg, Virginia, United States and works at Root Financial Partners as Senior Advisor.

JT Trimble, CFP®'s Contact Information

Latest update

May 13, 2024

Location

Leesburg, Virginia, United States

JT Trimble, CFP®'s Work History

Senior Advisor

Root Financial Partners

Aug 2023 - Present

Program Manager, Global Services - Strategy

Splunk

Aug 2022 - May 2023

Financial Advisor

Savant Wealth Management

Feb 2021 - Jul 2022

JT Trimble, CFP®'s Education

Baylor University

Master of Science in Education

2010 - 2011

Colorado Christian University

Bachelor of Science in Business Administration

2006 - 2010

JT Trimble, CFP®'s Skills

Business Strategy

Sales Management

Account Management

Financial Planning

Customer Relationship Management (CRM)

Leadership

JT's current employer

Root Financial Partners

Description

Website

rootfinancialpartners.com

HQ Location

solana beach, california, united states

Founded

2017

Number of employees

1-10

Industry

Financial Services

Latest update

May 13, 2024

Read about Root Financial Partners

Frequent questions about JT Trimble, CFP®

What company is JT Trimble, CFP® working for?

JT Trimble, CFP® works for Root Financial Partners.

What is JT Trimble, CFP®'s function at Root Financial Partners?

JT Trimble, CFP® is Senior Advisor at Root Financial Partners.

Where is JT Trimble, CFP® based?

JT Trimble, CFP® is based out of Leesburg, Virginia, United States.

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