Trey Rome

Professional Overview

Trey Rome is a seasoned financial services executive and entrepreneur with over 13 years of experience in banking, investment management, and fintech. As the CEO and Founder of ValCap Financial LLC, he leads a team of financial professionals in providing customized investment solutions and advisory services to high-net-worth individuals and small businesses. Recognized for his expertise in commercial lending, wealth management, and business strategy, Trey has a proven track record of driving growth and delivering measurable results for his clients.

Experience Summary

Current Roles

CEO & Founder, ValCap Financial LLC (2017-Present)

• Oversees all strategic and operational aspects of the company, including business development, investment portfolio management, and client relations

• Leverages deep industry knowledge and market insights to develop innovative financial products and services that address the unique needs of high-net-worth clients

• Spearheads the firm's expansion into new markets and the diversification of its service offerings

Managing Partner, McGrady FLP (Rome Capital Partners) (2012-Present)

• Manages a portfolio of private equity and real estate investments, delivering consistent returns for the firm's partners

• Responsible for sourcing, evaluating, and executing complex financial transactions, including mergers, acquisitions, and joint ventures

CEO & Founder, Home Tax Solutions, LLC. (2012-Present)

• Established a successful fintech company providing tax preparation and consulting services to homeowners and small businesses

• Directs the company's overall strategy, technology development, and client acquisition efforts, driving consistent year-over-year growth

Previous Roles

Assistant Vice President - Middle Market / Corporate Banking, Amegy Bank (2012)

• Managed a portfolio of middle-market and corporate clients, providing a range of banking and financing solutions

• Played a key role in expanding the bank's commercial lending activities and strengthening client relationships

Banking Officer, Amegy Bank (2010-2012)

• Responsible for underwriting and approving commercial loan applications, ensuring compliance with bank policies and regulatory requirements

• Collaborated with cross-functional teams to identify and capitalize on new business opportunities

Academic Background

Trey holds a Bachelor of Business Administration (BBA) degree in Finance from the University of Texas at Arlington, where he graduated cum laude.

Areas of Expertise

• Commercial Lending and Corporate Banking

• Wealth Management and Investment Advisory

• Financial Technology and Fintech Solutions

• Business Strategy and Operational Excellence

• Mergers, Acquisitions, and Joint Ventures

Professional Impact

• Grew ValCap Financial's assets under management by 35% over the past three years, expanding the firm's client base and diversifying its investment portfolio

• Spearheaded the development and launch of Home Tax Solutions' innovative tax preparation platform, which has helped thousands of homeowners and small businesses streamline their tax filings

• Leveraged his extensive network and industry expertise to facilitate several successful mergers and acquisitions, delivering significant returns for the firm's partners

Conclusion

Trey Rome is a seasoned financial services executive and entrepreneur with a proven track record of driving growth, delivering exceptional client service, and creating value for his stakeholders. With his extensive industry knowledge, strategic vision, and innovative approach, Trey is well-positioned to continue expanding his impact in the financial services sector.