Career records & work history
Lawyers & Attorneys
Trevor Crowley - Lawyer
ISLN:
1000860930
Admitted:
2019
Trevor M Crowley, Age 54Kensington, MD
Trevor Crowley Phones & Addresses
Kensington, MD
Summit, NJ
Potomac, MD
2310 Colston Dr, Silver Spring, MD 20910 (301) 589-9701
Boulder, CO
Bethesda, MD
Work
Company:
Marcus & millichap commercial real estate, inc. - Washington, DC Jun 2013
Position:
Investment associate
Education
School / High School:
INVESTMENT BANKING INSTITUTE- Washington, DC 2012
Specialities:
FINANCIAL MANAGEMENT COURSEWORK
Mentions for Trevor M Crowley
Resumes & CV records
Resumes
Real Estate Specialist
Location:
10005 Kensington Pkwy, Kensington, MD 20895
Industry:
Real Estate
Work:
Long & Foster Companies
Real Estate Specialist Arrow Funds
Regional Vice President  Alternative Investment Specialist Greystone Wealth Management 2012 - 2013
Financial Professional Bank of America 2007 - 2009
Financial Advisor Morgan Stanley 1998 - 2007
Financial Advisor
Real Estate Specialist Arrow Funds
Regional Vice President  Alternative Investment Specialist Greystone Wealth Management 2012 - 2013
Financial Professional Bank of America 2007 - 2009
Financial Advisor Morgan Stanley 1998 - 2007
Financial Advisor
Education:
University of Maryland Global Campus
American University
Mitchell College
Associates, Liberal Arts Investment Banking Institute
Fairleigh Dickinson University
American University
Mitchell College
Associates, Liberal Arts Investment Banking Institute
Fairleigh Dickinson University
Skills:
Investments, Portfolio Management, Asset Management, Alternative Investments, Finance, Equities, Fixed Income, Strategic Financial Planning, Investment Management, Investment Banking, Hedge Funds, Private Equity, Investment Advisory, Valuation, Securities, Financial Modeling, Capital Markets, Investment Strategies, Due Diligence, Equity Research, Strategy, Financial Advisory, Commercial Real Estate, Risk Management, Hedging, Financial Structuring, Institutional Sales, Tactical Asset Allocation, Asset Managment, Series 7, Series 63, Wealth Management, Series 65, Financial Analysis, Portfolio Optimization, Equity Valuation, Emerging Markets, Financial Services, Corporate Finance, Trading, Asset Allocation, Financial Markets, Derivatives, Bonds, Wealth Management Services, Financial Planning, Institutional Research, Presentations
Interests:
Children
Education
Education
Certifications:
Level 1 Candidate, Chartered Alternative Investment Analyst -
Candidate, Certified Financial Planner
Certified Hedge Fund Professional (Chp)
Life and Health Insurance License
Series 7, 9, 10, 31, 63, and 65/66 Licenses
Real Estate License
Financial Planning Certificate
Caia Association
Cfp Board
Fairleigh Dickinson University
The Hedge Fund Group Association
Maryland Insurance Administration
Financial Industry Regulatory Authority (Finra)
State of Maryland
Candidate, Certified Financial Planner
Certified Hedge Fund Professional (Chp)
Life and Health Insurance License
Series 7, 9, 10, 31, 63, and 65/66 Licenses
Real Estate License
Financial Planning Certificate
Caia Association
Cfp Board
Fairleigh Dickinson University
The Hedge Fund Group Association
Maryland Insurance Administration
Financial Industry Regulatory Authority (Finra)
State of Maryland
Wealth Advisor
Location:
1640 Van Ness Ave, San Francisco, CA 94109
Industry:
Financial Services
Work:
Bank of America
Wealth Advisor
Wealth Advisor
Education:
American University 1991
Portfolio Manager At American Asset Management
Location:
Washington D.C. Metro Area
Industry:
Investment Management
Trevor M. Crowley - Kensington, MD
Work:
MARCUS & MILLICHAP COMMERCIAL REAL ESTATE, INC. - Washington, DC Jun 2013 to Jul 2014
INVESTMENT ASSOCIATE GREYSTONE WEALTH MANAGEMENT, LLC Jun 2012 to Jun 2013
CONSULTANT AMERICAN ASSET MANAGEMENT GROUP, INC Jun 2009 to Jun 2012
PORTFOLIO MANAGER BANC OF AMERICA INVESTMENT SERVICES, INC Jan 2007 to Apr 2009
FINANCIAL ADVISOR MORGAN STANLEY, INC Oct 1998 to Jan 2007
FINANCIAL ADVISOR
INVESTMENT ASSOCIATE GREYSTONE WEALTH MANAGEMENT, LLC Jun 2012 to Jun 2013
CONSULTANT AMERICAN ASSET MANAGEMENT GROUP, INC Jun 2009 to Jun 2012
PORTFOLIO MANAGER BANC OF AMERICA INVESTMENT SERVICES, INC Jan 2007 to Apr 2009
FINANCIAL ADVISOR MORGAN STANLEY, INC Oct 1998 to Jan 2007
FINANCIAL ADVISOR
Education:
INVESTMENT BANKING INSTITUTE - Washington, DC 2012
FINANCIAL MANAGEMENT COURSEWORK MITCHELL COLLEGE - New London, CT 1990
ASSOCIATE OF SCIENCE in LIBERAL ARTS
FINANCIAL MANAGEMENT COURSEWORK MITCHELL COLLEGE - New London, CT 1990
ASSOCIATE OF SCIENCE in LIBERAL ARTS
Trevor Crowley
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