Eigen Labs

Content Director

Spectral Agency

I ghostwrite 🔥 LinkedIn and X content for founders and brands in crypto

Founder

Bitwave

Director of Content Marketing

Multisig Media

Co-Founder & CEO

BetterWealth

⚒ Created all long and short-form copy across various channels, including landing pages, marketing emails, blog, and social.

⚒ Revamped email marketing strategies to increase subscribers 67% and attain open and click-through rates of 32% and 5.5%, respectively.

⚒ Collaborated with marketing to create library of educational thought-leadership content with 20.6% conversion.

⚒ Developed and implemented SEO and CRO strategy for blog, YouTube, and LinkedIn; boost YouTube watch time +400%.

Kinetic Financial

◾ Wrote and designed dynamic social media content that resulted in 200k+ views over nine months.

◾ Contributed to Forbes, U.S. News & World, NerdWallet, and HuffPost; won backlinks to boost organic search traffic.

◾ Prepared comprehensive financial plans and tax returns for 30+ clients.

Financial Advisor

GPS Capital Markets, Inc.

💱 Co-founded international consulting division; branded new service offering and devised end-to-end marketing strategy.

💱 Created all marketing, instructional, and sales assets for fintech product that increased revenue from existing clients by 44%.

💱 Developed five foreign currency hedging CPE courses and directed multiple seminars of 50-100 executives throughout the U.S.

💱 Managed design, SEO, copywriting, and editing for consulting division's new WordPress site.

Marketing Director, Global Hedge Advisors

Jolt

My time at Jolt wasn’t long, but I discovered something invaluable there that I use every day in my current role: 

The key to “selling”. 🗝

Sincerely seek to understand, then solve people’s problems so they can “love work and live life”, as expressed in Jolt’s mission statement. ❤

Leaving Jolt was a tough decision, but I knew I wanted to help people with a problem we ALL have: managing money. 💵

Account Executive

Picture the movie “The Accountant” where Ben Affleck is part accountant part highly skilled hitman bad@$$ that “uncooks” the books of criminal organizations...

...My job at EY was the exact opposite of that. It’s no secret that being an auditor isn’t the most exciting job in the world, but a lot of good came from this chapter of my career:

🏅Obtained my CPA license and the vast accounting knowledge that comes with it. This knowledge comes in handy when working with clients on issues related to individual and corporate tax.

📈 Spent the majority of my time auditing Ares Management Corporation, a global asset management firm with $112B assets under management, where I got an insider’s view of capital markets, valuation, and investment management.

🤓 Realized that I’m an accounting/finance nerd, but a nerd that needs to interact with people not spreadsheets.

Assurance Senior

Assurance Associate

Aptive Environmental

There I was - I’d been on my deathbed all summer (see below👇) and only had 6 weeks to earn enough to pay for school and hospital bills 🏫🏥 

Spur of the moment, I packed a bag and flew to Indianapolis to sell pest control door to door. I knocked doors for 60+ hours a week, including Saturday’s, and averaged 200 doors per day. 

The hard work paid off because I sold 95 accounts in a 6-week period (179% higher than the average first year Route Manager). 🏅

Highlight Reel: 🎥 

👉Demonstrated resilience when I sold a customer immediately after her little Shih Tzu bit me in the crotch.

👉Sold an entire cul de sac in one go by recruiting a socialite neighbor to invite all his friends over to hear my pitch.

👉Closed an otherwise unsalvageable deal after an upset next door neighbor called the cops who came to the house I was at to question me in front of the customer (no, I wasn’t breaking the law).

Route Manager

I ghostwrite social content, educational email courses, and newsletters for accounting, tax, and financial services firms in crypto.

If you own or manage an accounting, tax, or financial services firm in crypto, you have a big problem: 

Marketing. 

From content creation to client acquisition, it's a daunting task, and you're not alone in feeling overwhelmed.

Most firm owners in digital assets see stagnant revenue for three reasons:

1. You're swamped with existing client demands, leaving no room for marketing.

2. Finding the right help is tough. You need someone who writes well, understands crypto, and can navigate the complexities of finance—like hunting for a unicorn 🦄.

3. You don’t need any more money. Congrats, you've made it. 

But, seriously…

If you're not actively growing, you'll find yourself stuck with the same clients, charging the same fees year after year. You juggle client work, marketing, and admin tasks, losing focus on scaling your business.

Suddenly, you hit a ceiling. 

The burnout hits as you work relentless hours for minimal growth. Maybe you gamble on crypto memecoins so you can take that trip to the Bahamas. Next thing you know, you’ve lost the house and are filing for bankruptcy. (Okay, I got carried away there.) 

I specialize in ghostwriting social content, educational email courses, and newsletters to market your services on autopilot.

The reason why I recommend these channels is because it’s the only funnel you need to create a full pipeline of warm leads for the rest of your career. 

And the benefit of marketing on autopilot is you can work on your business rather than in it. 
All of which allow you to scale your practice to millions in fee revenue without losing your soul in the process.

“But Trevor, why should you trust me to ghostwrite for you?

You don’t have to, but you should find someone who:

🦄 Is a LinkedIn Top Voice (and has helped clients earn the same recognition)

🦄 Built an educational content library, newsletter (with 4,000 subscribers), and crypto accounting and finance media brand, then sold it in 18 months

🦄 Published works in Forbes, LinkedIn News (10x), Blockworks, CoinTelegraph, The Defiant, AccountingToday

🦄 Has an active CPA license and inactive financial advisor license (so I can talk about crypto without Gary Gensler yelling at me)

🦄 Meets the unicorn qualifications I mentioned above (hence all the unicorn emojis)

In that case, we should chat because you’ll have a hard time finding someone else that meets these requirements.

Feel free to grab 30 minutes on my calendar, and we can chat: https://calendly.com/degencpa/30min

Or, send me a DM and let me know what you’re looking for!

Trevor Ward, CPA

Medifast, Inc

Principal Product Manager

Senior Product Manager

XenonChex

VP of Product Operations - GTM and Growth

PRMI Home Financing

Salesforce Product Manager

Built out the SDLC and Agile processes for our Salesforce team using Azure DevOps and Salesforce change sets to complete the build of:
- CRM software for our Business Development workflow
- CRM workflow for our HR department recruitment process
- A database for recording and tracking licensure for all of our Loan Originators

Lead Salesforce Administrator

WaterQuest

WaterQuest is one of the leaders in soft water and filtration solutions for the state of Utah. I started out as a CRM consultant and Sales Manager there, but quickly realized they needed a Salesforce instance. In addition to developing their Salesforce instance, I managed their marketing campaigns and sales pipeline, both on the phones and at the doors. I also conducted in-home water testing and sold their industry leading products to new homeowners. Sales volume grew by 25% year over year in my time there.

Sales Operations Manager

Sold millions of dollars worth of recurring revenue to restaurants and dental offices in the form of a software as a service which allowed business to begin to digitize their SOPs on an operations platform. While at Jolt, I learned that I am able to excel at sales and that I love to help others to do the same. I also gained a lot of wisdom about what not to do at a SaaS startup on an operational level.

SaaS Account Executive

eFileCabinet

With eFileCabinet you can experience business organized, automated, and accelerated. The leader in advanced document management (DMS), eFileCabinet puts all your data right at your fingertips. Built-in workflow automation gives you effortless document approvals, sharing, and organizing, and data visualization lets you track it real-time on a single dashboard—all automatically. Easy to integrate, eFileCabinet lets you hit the ground running so you never miss out on revenue.

Account Executive, SMB

BambooHR

My primary role at Bamboo was to take warm leads and make them hot! I also maintained and architected dashboards and pulled reports for the Business Analysts, Managers, and Marketing Department which led to more accurate metrics. The company doubled in size in the time that I was there, and our Salesforce data did too.

Business Development Manager

Toyota North America

Conducted negotiations between sales consultants and customers while leading them through the sales and delivery process from start to close. Offered bug fixes and user experience recommendations for an original marketing application called SNAP21. Assisted with the integration of Dealersocket CRM for the dealership and helped train employees on utilization.

Account Manager and Dealersocket Administrator

New Roads Behavioral Health

Managed 70-100 employees and clients. Doubled revenue in 6 months by bringing drug testing in- house and making facilities JCAHO compliant. Assisted the IT Manager with troubleshooting in the network. Served as company liaison and led the implementation of their BestNotes CRM.

Program Manager and Facility Coordinator

People are my passion. Strategy is my jam. I am in my element when I help people and business owners to optimize their day-to-day business strategies.

taplio

The Battle

Trevor Ward, CPA

David Harrison Smith

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