Trevor Zamudio

Client Solutions Associate

tzamudio@focusedwealthmgmt.com

Focused Wealth Management
11 Balmville Rd.
Newburgh, NY 12550
Phone: (845) 691-4035
Fax: (845) 691-4037

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Trevor Zamudio

Client Solutions Associate

Trevor is a Client Solutions Associate at Focused Wealth Management, where he plays an integral role in supporting client relations and ensuring the efficient execution of account management operations. His responsibilities include the establishment of new accounts, providing clients with in-depth information and guidance, and managing the ongoing maintenance of client accounts.

Trevor earned his Bachelor of Science in Business Management and Administration with a concentration in Finance from Mount Saint Mary College, graduating Magna Cum Laude. During his time at college, he was an active member of the Finance and Investment Club and competed on the Mount Saint Mary College Men’s Golf Team. He is also a proud member of several honor societies, including Chi Alpha Sigma and Delta Mu Delta.

Outside of his professional pursuits, Trevor leads an active lifestyle. He enjoys participating in sports, going to the gym, and spending quality time with family and friends.

Focused Wealth Management • Fiduciary financial advisors serving Orange County, New York