Yvonne Trentman

Yvonne began her financial services career in 1981 at A.G. Edwards in Bond Operations and later moved to the Reorganization Department to manage day-to-day activities within the bond redemption area. In 1995, given her knowledge of the securities industry and her client-friendly demeanor, Yvonne was asked to establish the Client Services Department within the firm’s Law Department. The new department worked with the firm’s branches and clients to address client concerns, answer questions, facilitate settlements and to identify information required for regulatory reporting.

Yvonne holds the Series 7, 8, 24, and 63 licenses.