Trevor R Chuna, CFP®, AEP®, CTFA, MSFS
Trevor R Chuna, CFP®, AEP®, CTFA, MSFS
Member for 3 years
4 ratings & reviews completed
Average rating:
Reputation: 38
| Title | CTO (Chief Technical Officer) |
|---|---|
| Job Type | C-Level Executive |
| Department | Information Technology |
| Company | Sequoia Financial Group |
| Industry | Financial Services |
| Size | 201-500 employees |
Expertise
| Product | Experience | Level of Expertise |
|---|---|---|
Webex Meetings | 5 years | |
Salesforce Agentforce Financial Services | 5 years | |
Envestnet MoneyGuide | 5 years | |
Quip | 5 years |
Badges
Pundit- Web and Video Conferencing
Ratings and Reviews
| Product | Rating | Rating Date | Review Link |
|---|---|---|---|
| Webex Meetings | Dec 5, 2023 | Read Review | |
| Salesforce Financial Services Cloud | Dec 4, 2023 | ||
| Quip | Dec 4, 2023 | ||
| Envestnet MoneyGuide | Dec 4, 2023 |