Travis Wesley is a skilled expert, working in Ameriprise Financial Services, Inc main office of which is in 430. on the position of Paraplanner from 2015. Travis Wesley gained professional experience in more than 21 positions at various companies. Travis Wesley went to the Canadian Securities Institute and got education from 2011 to 2013. This expert has such professional qualifications as Mutual Funds Representative (Ific), Personal Financial Services Advice, and Branch Compliance Officer. Portland, Oregon is the area, where this professional was lastly known to settle. The professional's email address and number are accessed through Connexy by request.
Name variants:
Trav Wesley
Contact Information
Last Update
Jul 6, 2022
Email
tr**@gmail.com
Location
Portland, OR
Workplace
Colleagues
Work History
Paraplanner
3500 Packerland Dr, De Pere, WI 54115
Onboard new clients, set up new accounts and process transfers, track and follow-up with prospects. Prepare detailed financial and investment plans for clients. Perform complex general accou...
Aug 2015 — Aug 2019
Personal Banker
100 north Tryon St, Charlotte, NC 28202
Assess client needs, provide solid recommendations, and build client relationships based on mutual trust to optimize sales opportunities with new and existing clients Build strong relationsh...
Nov 2014 — Aug 2015
Investment Counselor
5525 northwest Fisher Creek Dr, Camas, WA 98607
High touch and high volume Investment resource for high net worth clients. Responsible for clients with >$500k assets. Primarily was resource to better understand current and future marke...
May 1, 2014 — Sep 1, 2014
Vice President
Co-founder of Penticton's Adopt-a-Road program in process with City Public Works.
Organize and facilitated LOTS Local Officer Training Seminar for all new Executive Members
Coordinated BC...
Oct 1, 2011 — Oct 1, 2012
Financial Services Representative
Deliver sound investment and lending strategies with core banking needs of every client that walks into TD Canada Trust/Waterhouse. TD is awarded #1 in North America for customer service by ...
Nov 1, 2010 — Jun 1, 2012
Collections and Trust Compliance Officer
Protect the interest of the Crown by pursuing tax arrears in corporate and personal income tax arenas. Take calls from the Debt Management Contact Centre at the National Collections site. Pr...
May 1, 2010 — Sep 1, 2010
Student Orientation Director
414 north Meridian St, Newberg, OR 97132
2006 — 2006
Team Leader
Manage university students and non-student staff. Create weekly/monthly schedules, have ability to contact students on-call when employees are sick/away without prior notice. Create positive...
Aug 1, 2003 — May 1, 2008
Education
2007 — Jan 1, 2007
Jan 1, 2003 — 2008
Jan 1, 1999 — 2003
Occupations
Financial Broker
Banker
Executive
Partner
Financial Services Professional
Financial Services Sales Agent
Chief Executive
Skills
Credit
Team Building
Loans
Finance
Financial Services
Relationship Management
Investments
Banking
Microsoft Office
Cash Management
Peoplesoft
Account Management
Financial Reporting
Sales
Sales Operations
Retail Banking
Marketing
Business Development
Small Business Lending
Mortgage Lending
Small Business
Mutual Funds
Mac Os
Corporate Social Responsibility
Html
Operating Systems
Credit Cards
Commercial Banking
Commercial Lending
Consumer Lending
10 Key
Dos
Cross Selling
Customer Service
Team Leadership
Credit Analysis
Project Implementation
Group Training
Individual Development
Government Relations
Citrix
Government Documents
Leadership
French
Spanish
Banking
Credit
Relationship Management
Operations Management
Audit
Management Experience
Bilingual
Investigations
Hiring
Development
Team Building
Account Management
General Ledger
Advanced
Computer Skills
Complex Problem Solving
Problem Resolution
Fundraising
People Management
Friendly
Staffing
Payroll
Budget Management
Project Planning
Career Development
10-Key
Customer Service
Retail Sales
Business Analysis
DOS
Organizational Skills
Effective Communication
Spanish
Banking
Credit
Relationship Management
Operations Management
Audit
Management Experience
Bilingual
Investigations
Hiring
Development
Team Building
Account Management
General Ledger
Advanced
Computer Skills
Complex Problem Solving
Problem Resolution
Fundraising
People Management
Friendly
Staffing
Payroll
Budget Management
Project Planning
Career Development
10-Key
Customer Service
Retail Sales
Business Analysis
DOS
Organizational Skills
Effective Communication
FAQs about Travis Wesley
What is the main profession of Travis Wesley?
The expert is a Paraplanner.
What jobs is Travis proficient at at?
Travis Wesley is a professional such jobs as Financial Broker and Banker.
Where does Travis Wesley live?
Portland, Oregon is the place where Travis Wesley currently lives
What is the professional's email?
The professional's email is tr**@gmail.com.
Where did Travis Wesley work?
Travis Wesley worked at Ameriprise Financial Services, Inc., Bank of America.
What education does Travis Wesley have?
Travis studied at the Canadian Securities Institute from 2011 to 2013.
Are there any certifications Travis Wesley has?
The expert received the following certifications: Mutual Funds Representative (Ific), Personal Financial Services Advice, Branch Compliance Officer, Series 65, Series 7, and Series 63.
What languages does Travis Wesley speak?
Travis Wesley speaks English, French, Spanish, Romanian, Italian, and Portuguese.