Trevor Lattin (Managing Director - Executive Benefits)

Biography

Managing Director for Orange County, CA, Trevor supports senior management in public, private and tax-exempt organizations on the design, funding, implementation, and administration of select executive benefit plans to attract, retain and reward key talent. He launched his career in professional services with Arthur Andersen in the audit and business consulting practices. Later, he held a leadership role at Resources Global Professionals advising C-suite executives on financial operations, strategy, process re-engineering, audit, and corporate governance with firms throughout the United States, Europe, and Asia.

Trevor earned his BS in accounting from the University Of Southern California Leventhal School Of Accounting. A proud, fifth generation Southern Californian, Trevor, along with his wife and children, live in Orange County and enjoy traveling together.

Executive Benefit Solutions

Capitas’ Executive Benefit Solutions (EBS) practice specializes in the design, implementation, and administration of executive benefit plans. The consultants and technical specialists analyze and create plans and financing solutions to meet the needs of both public and privately held companies as well as non-profit organizations. Benefit programs are strategically crafted to align with overall compensation philosophies and financial objectives. The team includes professionals with expertise in the areas of tax, accounting, law, actuarial science, and finance. The EBS practice is a leader in the design and administration of executive benefit programs, as well as the financing arrangements associated with these plans.

Capitas Financial

Capitas Financial, Inc. is a national organization made up of 16 regional processing centers, 130 point-of-sale professionals and 250-plus back office support specialists who offer a multi-carrier insurance product portfolio, along with unbiased consultative assistance to financial professionals and their clients. Capitas Financial is a national firm, based in Minneapolis, MN with a footprint that includes all 50 states and Puerto Rico. Capitas delivers the strength of a national organization coupled with unrivaled local customer service.