![Trent Alan Bowers](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Mr. Trent A. Bowers is a Chief Investment Officer & Co-Founder at Narus Financial Partners LLC.
Mr. Bowers served for over twelve years with Charles Schwab & Co. as a Portfolio Consultant in Schwab Private Client program.
In this role, he served as the primary contact for clients in determining and implementing investment strategies as well as ongoing monitoring of client’s portfolios.
With Schwab, Mr. Bowers was responsible for servicing some of the firm’s largest and most complex client relationships, totaling approximately $300 million in assets under management.
He received his Bachelor of Science in Physics from the University of South Florida.
He is an Accredited Asset Management Specialists (AAMS), Certified Financial Planner (CFP) and Registered Paraplanner (RP).
Postes actifs de Trent Alan Bowers
| Sociétés | Poste | Début |
|---|---|---|
Narus Financial Partners LLC
 Narus Financial Partners LLC Investment ManagersFinance Narus creates a portfolio based on the client’s financial situation, investment objectives and risk tolerance. The firm focuses on time-tested and award-winning concepts of asset allocation and diversification. | Fondateur | 01/10/2014 |
Anciens postes connus de Trent Alan Bowers
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Corporate Officer/Principal | - |
Formation de Trent Alan Bowers
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
4
Relations au 1er degré
3
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 3 |
|---|---|
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
University of South Florida
 University of South Florida Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Narus Financial Partners LLC
Narus Financial Partners LLC Investment ManagersFinance Narus creates a portfolio based on the client’s financial situation, investment objectives and risk tolerance. The firm focuses on time-tested and award-winning concepts of asset allocation and diversification. | Finance |
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