Sherry Sheng
Le (Sherry) came from China and graduated from University of Bridgeport with an MBA in Finance and MSF concentration in […]
Team Members
Post Type Description
Joanna Wallis
Joanna is a seasoned financial services professional with over 8 years of experience. Recognized for her deep understanding of investment
Nikki Burr
Nikki joined Trivium Point Advisory in February of 2017 as Director of Underwriting on the insurance team, having previously worked
Tara Cavorti
Tara Cavorti brings a wealth of expertise in the Finance Sector with over 14 years of experience in operations and
Theresa Bockiaro
Theresa brings over 30 years of experience in tax preparation and client tax advisory services, having spent the majority of
Xinyi Chen
Xinyi joined Trivium Point Advisory as Investment Analyst in January 2020. Xinyi grew up in Shanghai, China, and obtained the
