Profile
Prior to joining IFS in 2007, Mr. Neale worked as an analyst at Bank of America in Chicago on the Global Derivatives Desk.
At Bank of America, he researched and resolved trade discrepancies to ensure accurate settlement of swap transactions.
Prior to working at Bank of America, he worked for Cargill Investor Services as a trade specialist within the area of commodities futures and options, reconciling customer positions and resolving inconsistencies on a daily basis.
Mr. Neale graduated from Principia College with a Bachelor's Degree in Business Administration and Economics.
Former positions of Trevor W. Neale
| Companies | Position | End |
|---|---|---|
Independent Fiduciary Services, Inc.
 Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Analyst-Equity | 2009-09-17 |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Independent Fiduciary Services, Inc.
Independent Fiduciary Services, Inc. Investment ManagersFinance Founded in 1996 by Frank Lilly and Samuel 'Skip' Halpern, Independent Fiduciary Services Inc. is a registered investment advisor headquartered in Washington, DC. The firm provides investment advisory services to institutional investors including ERISA employee benefit plans (including corporate and Taft-Hartley pension, 401k and welfare funds), public pension funds, foundations, endowments, and non-profit organizations and charitable organizations | Finance |
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- Trevor W. Neale
