Trey is VP of Institutional Sales with Northland Fixed Income where his primary responsibilities are fixed-income portfolio sales and strategy for institutional clients. Working out of our Kansas City office, he is focused on banks, money managers and corporate clients. Trey offers sound investment advice, analysis and products, while taking into consideration each clients unique situation and objective.
He holds the following securities licenses:
- Series 7 – General Securities representative Exam
- Series 52 - MSRB Municipal Securities Registered Representative
- SIE - Securities Industry Essentials License
- Series 63 – Uniform Securities Agent State Law Exam
Background
Trey graduated from Buena Vista University in 2022 where he earned a business degree with a concentration in Finance and a minor in Rural Entrepreneurship and Small Business. He was also a member of the Buena Vista University men’s basketball team for four years. Born and raised in Cherokee, Iowa; Trey enjoys golf, travel, and sports.
NORTHLAND SECURITIES, INC.
Northland Securities, Inc., Member FINRA/SIPC, Registered with SEC and MSRB, is a diversified financial services firm, including investment banking and full-service broker-dealer divisions, offering investment and finance services for government entities, financial institutions, non-profit organizations, and individual investors. Northland is a leading underwriter of tax-exempt bonds in the Midwest (Bloomberg Finance L.P., Annual League Tables Rankings, Full Year) and is recognized for its equity markets research and specialization in finance and capital market access for corporate, government, and non-profit clients.
Registration does not imply a certain level of skill or training.