Trevor Stoll
Training Financial Wellness Providers in
Operations and Marketing Management
Personal Notes
I found my passion for promoting financial capability while doing my undergraduate studies at the University of California, Riverside. Seeing so many of my classmates struggle to balance their college budgets, I was inspired to do something to help. I heard about the National Financial Educators Council and its financial education advocacy, so I reached out to them. Together, we launched the American Dream Movement chapter at UCR. This movement gave me the opportunity to empower my college peers with the financial knowledge they needed to tackle real-world life decisions. It also launched my long-term relationship and career with the NFEC. Today, as Chief Operations Officer, I have the opportunity to train financial educators to take financial wellness programming to scale in campaigns and initiatives around the world.
Bio
Trevor Stoll’s commitment to applying his data-driven strategic planning expertise to create initiatives with long-term social impact distinguishes him in the financial education space. As Chief Operations Officer for the National Financial Educators Council (NFEC), he brings strong leadership and dedication to bear toward aligning the organization’s cohesive vision with its inclusive, connected company culture.
Highly-skilled in the optimization of logistics for both personnel processes and materials supply chains, Stoll previously spent time working in Hong Kong and Brazil – gaining a solid background in international business relations with some of the fastest-growing economies in the world. He has leveraged that learning to create successful, sustainable financial wellness initiatives. In his current role as COO, Stoll recently spearheaded a multi-year, $2 million project updating all the NFEC’s financial education and coaching materials. He also played a key role in the organization gaining status as a B Corporation® and IACET Accredited Provider.
Stoll earned an MBA from the University of California, Irvine and a BS in Business Administration from the University of California, Riverside. His technical training includes MarTech automation, CRM platforms, project management tools, and data analytics software. He brings his expertise to bear in training financial educators to design, promote, implement, and scale financial wellness programs.
