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  5. William Trout Joins Celent as Senior Analyst in Wealth Management Practice

William Trout Joins Celent as Senior Analyst in Wealth Management Practice

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25 February 2014
New York, NY, USA

Celent, an international financial research and consulting firm, welcomes William Trout as a Senior Analyst in the firm’s Wealth Management Group.

William Trout joins as a Senior Analyst in Celent’s Wealth Management Group. His research centers on technology strategy and innovation in the securities, wealth management and banking industries. He has particular expertise in customer experience, data analytics, segmentation, remote delivery models, and pricing and product design. Within the wealth management arena, his interests include financial planning, investment advisory, retail brokerage, and trust.

Prior to joining Celent, William was head of product and segment development for affluent and high net worth customers within BBVA Compass, as well as a member of the BBVA Group’s global Private Banking management team. Earlier responsibilities during his 10-year tenure with BBVA Compass included national leadership positions in the communications, planning and investments areas. Prior to joining BBVA Compass, William worked in a marketing capacity for a boutique investment management firm with interests in Latin America. He is also a cofounder of the Bank Innovators Council.

“We’re excited to have William join the team as we continue to expand our wealth management coverage to meet our clients’ needs,” says David Easthope, Senior Vice President of Celent’s Securities & Investments Group. “William’s background working with affluent and high net worth customers as well as his experience in private banking are certain to be assets in rounding out our research and consulting offerings.”