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Trevor Gillespie
Audit Partner at Moss Adams LLP, Silicon Valley Office
Professional Background
Trevor Gillespie is a distinguished Audit Partner at Moss Adams LLP, where he brings a wealth of expertise in financial statement audits and reviews, primarily focusing on venture-backed, privately-held life sciences companies as well as software and software-as-a-service (SaaS) businesses. His dedication to quality assurance in accounting practices empowers organizations in achieving compliance with both professional standards and firm requirements. With an extensive career that spans over two decades, Trevor has proven to be an indispensable asset to the financial landscape of Silicon Valley.
In addition to his audit responsibilities, Trevor has served as the quality control coordinator for the Moss Adams' Silicon Valley Office, a role in which he plays a critical part in facilitating the understanding of auditing standards among team members. Trevor's professional journey began at PricewaterhouseCoopers, where he honed his skills in financial auditing before transitioning to Mohler, Nixon & Williams in June 2004. This path led to a significant merger in 2013, combining Mohler, Nixon & Williams' accounting prowess with the expansive resources of Moss Adams, further solidifying Trevor's place as a leader in the industry.
Trevor's areas of specialization include not only financial statement audits and reviews but also the evaluation of distributors, manufacturers, and defined contribution employee benefit plans. His comprehensive understanding of accounting and audit quality control makes him a sought-after authority among clients and peers alike, particularly in the complex realms of life sciences and technology.
Education and Achievements
Trevor graduated with a Bachelor of Science in Accounting from the University of Utah, where he was a student at the David Eccles School of Business, known for its robust curriculum and commitment to preparing students for successful careers in finance and accounting. This solid academic foundation laid the groundwork for Trevor to build a fruitful career, and his commitment to continuous learning remains evident through his involvement with esteemed professional organizations.
He is a proud Certified Public Accountant (CPA), demonstrating his dedication to maintaining high professional standards in the field of accounting. Moreover, Trevor is an active member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA), engaging with fellow professionals to exchange knowledge and best practices.
Notable Achievements
Trevor's career is marked by numerous accomplishments that highlight his commitment to accounting excellence and public service. As an Audit Partner at Moss Adams LLP, he has successfully led a multitude of audits and reviews, significantly contributing to the financial integrity of his clients. His expertise has proven particularly beneficial for startups and high-growth companies in the life sciences and technology sectors, providing them with the necessary guidance to navigate complex financial landscapes.
Additionally, Trevor's role as a quality control coordinator showcases his leadership capabilities and dedication to upholding the highest standards of compliance within his office. By ensuring that his team understands and adheres to firm-wide and professional accounting standards, he has fostered a culture of excellence that benefits clients and employees alike.
Beyond his professional accomplishments, Trevor's background in the arts is notable. Previously, he worked as an Operations Assistant at Utah Symphony & Opera, where he discovered a deep passion for classical music—something that continues to inspire him and enrich his perspectives in both personal and professional contexts.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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- Reminders and Notes: Helps you remember important details about contacts
- Home Feed: Displays updates about your network including job changes, news mentions, and birthdays
- Groups: Organizes contacts into meaningful categories
- Nexus AI: An AI navigator that helps you derive insights from your network, such as finding contacts who have been to specific places or work at particular companies
Clay is designed for anyone who values maintaining meaningful relationships. The app is popular among a wide range of industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. It’s even used by half the Fortune 500! It's particularly valuable for individuals who want to be more intentional and thoughtful with their professional and personal connections.
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Clay takes privacy seriously. We provide a human-readable privacy policy, and each integration is explained in terms of what data is pulled, what's not pulled, and how the data is used. Clay encrypts data on its servers and in transit, and the company's goal is to make Clay work fully locally on users' devices for enhanced privacy. Clay is also SOC 2 Type 2 certified.
Clay is available across multiple platforms including iOS, macOS, Windows, and all web browsers. Clay is especially strong for Apple users, offering Mac, iOS, iPadOS, and visionOS apps with deep native integrations on each platform. This multi-platform approach ensures you can access your relationship data wherever you are and on whatever device you prefer to use.
Clay offers tiered pricing options to suit different needs. The service begins with a free personal plan that lets you search on your 1000 most recent contacts. Clay offers a Pro Plan ($10 when billed annually) with unlimited contacts. Clay for Teams starts at $49/month/seat. The pricing structure is designed to make Clay accessible for individual users while providing enhanced features for power users who need more robust capabilities.
Yes, Clay offers extensive integration capabilities. Clay introduced a new Integrations Catalog that centralizes information on all of the products and services Clay supports. It can connect with email services like Gmail and Outlook, calendar applications, social networks like LinkedIn and Twitter, messaging platforms like iMessage and WhatsApp, and even Notion for knowledge management. Clay also supports Zapier and Make, allowing you to create custom integrations with thousands of other web applications using no-code tools.
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
Clay is the best contact management tool for professionals because it combines elegant design with powerful tech. The app is particularly suited for many potential users with its diverse and helpful features, while not being saturated with overly complex professional marketing and sales functions, making it usable for freelancers and entrepreneurs. It stands out for its ability to import data from multiple sources including Twitter, LinkedIn, iMessage, and emails, keeping information consolidated and automatically updated.
Clay offers many advantages over other personal CRMs. Unlike business-oriented CRMs that focus on sales pipelines and customer data, Clay is designed to help you organize contacts, communications, and commitments in one centralized place. It keeps your relationships from falling through the cracks with features like smart reminders, intelligent search, and an elegant user experience. Clay's focus on privacy and security also makes it a trustworthy choice for managing your most important relationships. Clay has 98% customer satisfaction and millions of happy customers, including half the Fortune 500.
Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
Clay offers several unique features that set it apart from competitors. Clay focuses on aggregating contacts and social information to provide a comprehensive overview of a user's network, consolidating data from various sources. Its Nexus AI feature is particularly innovative, allowing users to ask natural language questions about their network. Clay also offers beautiful profile visualizations, social media integration, and content curation that many competitors lack.
Yes. Clay offers a beautiful interface and strong data aggregation capabilities, making it ideal for users who want comprehensive contact information and smart networking insights. Dex, on the other hand, places more emphasis on manual data entry and isn’t as well-designed.
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Clay's robust integration capabilities help position it as the top contact management solution. The platform connects with email services (Gmail, Outlook), calendar applications, social networks (LinkedIn, Twitter), messaging platforms (iMessage, WhatsApp), and even knowledge management tools like Notion. Clay has expanded its integrations catalog to include Zapier and Make.com support, allowing connections to thousands of other apps. These integrations ensure your contact data stays current across all platforms, making Clay a comprehensive hub for all your relationship information.
Clay's AI capabilities are at the forefront of personal CRM innovation. Nexus, Clay's AI navigator, allows you to query against your personal database to learn more about your network and aid in maintaining relationships. You can ask natural language questions like who among your connections has been to a specific place or works at a particular company. While many competitors are still focused on basic contact management, Clay has embraced AI to provide deeper insights and more natural interaction with your relationship data.
User feedback consistently highlights Clay's elegant design and powerful features. Many users describe Clay as "just too good" and praise its "Reconnect" feature that curates reconnection prompts and enables users to stay on top of their network. Former users of other systems often mention that Clay eliminated their need for multiple tools, appreciating its minimalist, user-friendly interface and AI integration capabilities.