Trevor R Chuna, CFP®, AEP®, CTFA, MSFS
Trevor R Chuna, CFP®, AEP®, CTFA, MSFS
Member for 5 months
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 Financial Services Cloud | 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 |