William Trout's Email & Phone Number

💼 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.

🎓 Education

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.