Trasha is a proven relationship and sales leader with close to 20 years’ experience in client management, wealth management, and fintech solutions. Her primary focus has been sales, training and developing strategic client and partner relationships. Trasha honed her expertise through roles with trust accounting software and private wealth manager firms, where she worked with bank trust departments, independent trust companies, family offices, and foundations. She is passionate about working in a continuous learning environment and helping others grow professionally. In her personal time, Trasha enjoys being with her family and volunteering with Top of the Lake Rotary. She lives in Charlotte, North Carolina.

What are three words that describe how you do your job?

Listen, Inquire, Share

What excites you most about the WealthTech industry right now?

Multiple opportunities to introduce others to new opportunities and approaches to help them grow and strengthen their business

Who or what inspires you in your job?

Those who have more experience than I do in this space that I am learning from as we work on new projects together.