William Trout's Email & Phone Number
Director, Wealth Management at Javelin Strategy & Research
William Trout's Work Experience
Director, Wealth Management
November 2020 to Present
Head of Wealth Management | Securities and Investments
June 2016 to October 2020
March 2014 to May 2016
Bank Innovators Council
May 2013 to April 2015
Director of Product and Segment Development | High-Net-Worth and Affluent Segments
December 2011 to May 2013
Director Internal Communication | Transformation and Organizational Change
January 2009 to December 2011
Director Planning and Communication, Wealth Management | Sales and Client Experience
July 2006 to December 2008
Senior Investment Communications Officer, Asset Management | Investment Management, Marketing
July 2002 to July 2003
Head of Wealth Management Securities and Investments
Head of Wealth Management Research Securities and Investments
William Trout's Education
William Trout's Professional Skills Radar Chart
Based on our findings, William Trout is ...
What's on William Trout's mind?
Based on our findings, William Trout is ...
William Trout's Estimated Salary Range
About William Trout's Current CompanyJavelin Strategy & Research
Frequently Asked Questions about William Trout
What company does William Trout work for?
William Trout works for Javelin Strategy & Research
What is William Trout's role at Javelin Strategy & Research?
William Trout is Director, Wealth Management
What is William Trout's business email address?
William Trout's business email address is firstname.lastname@example.org
What is William Trout's Phone Number?
William Trout's phone (214) ***-*256
What industry does William Trout work in?
William Trout works in the Financial Services industry.
About William Trout
💼 Past Experience
William Trout's work experiences:Senior Analyst at Celent from March 2014 to May 2016 (2 years 3 months) in Houston, Texas. Identified opportunities and recommended strategies to scale distribution and shatter tradeoffs between customization and scale.Groundbreaking work for banks, asset managers, insurers and technology vendors included:• Robo 3.0 analysis that defines the trajectory of the robo advice revolution • Wealth management entry strategy for global telecoms provider • Pioneering use case for capacitation of financial advisor through AI technologyWork enabled addition of financial services clients in the US, Canada and Japan as well as horizontal expansion in the UK, spurring fastest growth in firm by practice.
William Trout has a B.A. in History from Harvard College. He then received his M.A. in History from University of Michigan, where he also received his dissertation in Advanced Topics in American History. He thenStudies at the University of Exeter in England, where he obtained his Ph.D. in American History in 2017.
💡 Technical & Interpersonal Skills
From May 2013 to April 2015, William Trout was the Director Planning and Communication, Wealth Management | Sales and Client Experience at BBVA Compass. William Trout was responsible for driving client acquisition and retention through market segmentation based on investor profile and behavior patterns. Termed a "game changer" by CEO, Trout helped lead BBVA Compass from a small but profitable mutual fund company to the largest electronic banking company in the world. In his previous job at Celent, William Trout created and ran the marketing and communications program around Bank transition from a proprietary mutual fund platform to industry-leading unified managed account platform. At Celent, William Trout helped increase revenue per portfolio manager by 126% and enrollment by 100%, and oversaw the implementation of uniform customer service standards and on-boarding process across all Celent divisions. In his previous job as a senior analyst at BBVA Compass, William Trout helped identify opportunities and recommended strategies to scale distribution and shatter tradeoffs between customization and scale. As a result, William Trout helped birth the Robo 3.0 analysis that defined the trajectory of the robo advice revolution and helped launched the Wealth Management | Securities and Investments division into the Top 5 worldwide.
William Trout’s Personal Email Address, Business Email, and Phone Numberare curated by ContactOut on this page.
Find emails and phone numbers for 300M professionals.Search by name, job titles, seniority, skills, location, company name, industry, company size, revenue, and other 20+ data points to reach the right people you need. Get triple-verified contact details in one-click.
In a nutshell
William Trout's Ranking
Ranked #643 out of 12,870 for Director, Wealth Management in Texas
William Trout's Personality Type
Extraversion (E), Intuition (N), Feeling (F), Judging (J)
2 year(s), 0 month(s)
William Trout's Willingness to Change Jobs
Open to opportunity?
There's 75% chance that William Trout is seeking for new opportunities