Trina Montano

Trina Montano

Operations Coordinator

Trina Montano joined the financial industry in 2018 as an onboarding analyst for Goldman Sachs’ investment banking division, where she conducted due diligence to meet federal compliance regulations for opening client accounts.

In 2020 she received a certification as a Certified Anti-Money Laundering Specialist. Trina is currently attending the College for Financial Planning pursuing CFP® Certification.

She joined Opus Wealth Management in June of 2021. Her strengths are in client service, problem solving, and due diligence. She is passionate about helping others through financial planning and is thrilled to be pursuing this as a career path.

Trina was born and raised in Temecula, California. She now resides in Salt Lake City, Utah. In her spare time, she enjoys traveling, hiking around Utah, and scuba diving.