Jim Travis Email & Phone Number
Senior Vice President - Wealth Management @ UBS Group AG
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Jim Travis Location
- Philadelphia, PA, US
Jim Travis Work
- 2011 -now Senior Vice President - Wealth Management @
- 2004 -2011 First Vice President - Investments @
- 2000 -2004 Vice President @
- 1998 -2000 Assistant Vice President @
- 1994 -1998 Associate Director - Foreign Exchange @
Jim Travis Education
- College for Financial Planning 2004-2005
- Fox School of Business at Temple University 1994-1997
- Dickinson College 1984-1988
Jim Travis Skills
- Investments
- Microsoft Office
- Wealth Management
- Public Speaking
Jim Travis Summary
- Jim Travis, based in Philadelphia, PA, US, is currently a Senior Vice President - Wealth Management at UBS Financial Services Inc.. Jim Travis brings experience from previous roles at Wells Fargo, Morgan Stanley and Merrill Lynch. Jim Travis holds a 2004 - 2005 College for Financial Planning. With a robust skill set that includes Investments, Microsoft Office, Wealth Management, Public Speaking and more. Jim Travis has 2 emails and 3 mobile phone numbers on RocketReach.
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