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Trey Finch
Director of Client Service at TrustCore
Trey Finch is the Director of Client Service at TrustCore, a position he has held since February 2020. Based in Nashville, Tennessee, Finch is responsible for developing standardized processes across TrustCore’s business lines to enhance efficiency and ensure a consistent client experience.12
Professional Background
- Current Role: As Director of Client Service, Finch focuses on improving client interactions and operational processes within the firm.
- Previous Experience: Before his current role, he served as a Research Analyst at TrustCore Financial, where he contributed to the firm's Investment Committee and led efforts in sourcing alternative investments.12
Education
Finch holds a Bachelor of Business Administration (BBA) in Finance from Belmont University and an MBA from Vanderbilt University's Owen Graduate School of Management, which he completed between 2017 and 2019.1
Community Involvement
Outside of his professional duties, Finch is actively involved in community service, including contributions to Habitat for Humanity, reflecting his commitment to local development and support.1
His expertise encompasses client service, research analysis, and asset management, making him a valuable asset in the financial planning sector.3
