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Trevor Stevens

Trevor Stevens

Trading Specialist at Allen Capital Group, LLC

Omaha, NE , United States

About

Trevor Stevens is a Trading Specialist at Allen Capital Group, based in Omaha, NE, where he is responsible for supporting the trading operations, execution of client investment strategies, and assisting with daily portfolio management tasks. His current work involves direct coordination with wealth advisors and clients, primarily focused on trade implementation and investment account management for both individual and institutional portfolios.

At Allen Capital Group, Stevens covers a wide range of traded asset classes, including equities, fixed income, and ETFs, helping the firm's clients achieve diversified exposure and timely rebalancing. He works closely with the Chief Investment Officer and trading team, ensuring precise trade execution and monitoring of portfolio strategies across multiple industry sectors.

Before joining Allen Capital Group, Stevens was the General Manager and Baseball Instructor at Edmond Baseball Instruction and a Junior Varsity Baseball Coach at Skutt Catholic High School. He holds a Bachelor of Arts in Finance and Financial Planning from the University of Central Oklahoma and an Associate of Arts in Business from Cloud County Community College, providing him with a strong foundation in financial markets and investment principles.

Career History

OrganizationRoleDate RangeDetails
Allen Capital GroupTrading SpecialistAug 2023 to Present
Edmond Baseball InstructionGeneral Manager and Baseball InstructorAug 2022 to Aug 2023
Skutt Catholic High SchoolLegion Junior Varsity Baseball CoachMay 2022 to Aug 2023
Skutt Catholic High SchoolBaseball Camp InstructorJun 2016 to Aug 2023
Sorghum Mills Tree FarmFarm HandOct 2021 to Dec 2021
Cloud County Community CollegeAdmissions AssistantAug 2019 to May 2021

Education

University of Central Oklahoma

Bachelor of Arts - BA, Finance and Financial Planning

2021 2023

Cloud County Community College

Associate of Arts - AA, Business

2019 2021

Others at Allen Capital Group, LLC (3)

NameRoleLocation
Shane Wissmann
Shane Wissmann
PrincipalGrand Island, NE , United States
Travis Portwood
Travis Portwood
Chief Investment OfficerBennington, NE , United States
Brian Harmon
Brian Harmon
Investment AnalystOmaha, NE , United States

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