Trent Kaeslin, MAcc, MBA, CPWA®, AFIM® in

Trent Kaeslin, MAcc, MBA, CPWA®, AFIM®

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Investment Officer at SJCERA
📍 Stockton, California, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
1 Years
Current Role
Investment Officer
Job Level
Senior
Location
Stockton, California, United States
Personality Overview

How Trent shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Trent cares about

Strategic Priorities
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Career

Work history

1-2025
Investment Officer
SJCERA
1-2025
Vice President, Chief Operations Officer
Bank of Stockton
Assistant Vice President, Head of Portfolio Management
Bank of Stockton
Investment Officer
Bank of Stockton
Educator
Stockton Unified School District
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Accounting (MAcc)
University of the Pacific
Master of Business Administration - MBA
University of the Pacific
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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