Trey Wilkinson
About
Trey Wilkinson is from Houston, Texas, United States. Trey is currently President and Chief Executive Officer at Trinity Legacy Partners, LLC, located in Houston, TX. Trey also works as Houston Rockets TV Talent Statistician at AT&T SportsNet television network (formerly CSN Houston and Root Sports Houston), a job Trey has held since Oct 2010. Another title Trey currently holds is Official Scorer at Major League Baseball. In Trey's previous role as a Media Volunteer at Goodyear Cotton Bowl Classic, Trey worked in until Jan 2014. Prior to joining Goodyear Cotton Bowl Classic, Trey was a Statistician at University of Houston and held the position of Statistician. Prior to that, Trey was a President at Select Asset Management from Sep 2009 to Jul 2011. Trey started working as Senior Vice President/Portfolio Manager at U.S. Trust, Bank of America Private Wealth Management in Feb 2006. From Apr 2003 to Feb 2006, Trey was Vice President/Private Client Manager at The Private Bank at Bank of America. Prior to that, Trey was a Institutional Retirement Regional Sales Director at AIM Investments from Dec 1996 to Apr 2003. Trey started working as Assistant Director of Media Relations at Houston Astros Baseball Club in Jan 1994.
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Trey Wilkinson's current jobs
Trinity Legacy Partners, LLC is a Registered Investment Advisor. We are registered with the Securities and Exchange Commission (SEC). We are a private wealth management company, managing investment accounts for individuals, endowments and foundations.
Serve as talent statistician for Bill Worrell at Houston Rocket home basketball games on AT&T SportsNet television network (formerly CSN Houston and Root Sports Houston)
Serve as an Official Scorer for Major League Baseball at selected Houston Astros home games.
Trey Wilkinson's past jobs
Executive focused on business development, portfolio management and strategic direction for a registered investment advisor in Houston. Responsible for development of two sales professionals. Hold Certified Investment Management Analyst (CIMA) designation.
Fiduciary portfolio manager who managed approximately $200 million for 85 high-net-worth individuals, foundations and endowments. Hold Certified Investment Management Analyst (CIMA) designation.
Provided financial services for high-net-worth individuals, foundations and endowments. Managed investment portfolios for same clients.
Covered midwest and southeast regions, selling mutual funds to institutional retirement clients.