We’re thrilled to welcome Trevor Shannon to the Wealth Access team as our Vice President of Sales. Trevor joins us with an extensive background in fintech sales and leadership, bringing over a decade of experience driving growth and building high-performing teams across the financial technology landscape.
A Proven Fintech Sales Leader
Before joining Wealth Access, Trevor built an impressive track record across several leading fintech companies. Prior to joining, he led sales strategy and growth at Topkey and spent four years at Built Technologies, driving business development and helping the company scale into a major player in construction finance. Trevor began his fintech career at FactSet, where he spent nearly seven years supporting institutional clients and developing deep expertise in financial technology and data analytics.
Leading Growth at Wealth Access
At Wealth Access, Trevor will lead our sales organization as we continue to expand our platform’s reach and strengthen partnerships across the wealth management ecosystem. His deep understanding of both technology and financial services will be instrumental in shaping our go-to-market strategy, enhancing client relationships, and fueling our next stage of growth.
Trevor’s experience, energy, and strategic mindset make him an exceptional addition to our leadership team. We’re confident his guidance will help us reach new heights as we continue empowering financial institutions and advisors with the data and insights they need to serve clients better.
