Jim Travis's Location
Philadelphia, PA, US
Jim Travis's Work
- First Vice President - Wealth Management @ New York Fitness
- First Vice President - Investments @ Wells Fargo
- Vice President @ Morgan Stanley
- Assistant Vice President @ Merrill Lynch
- Associate Director - Foreign Exchange @ Wells Fargo
Jim Travis's Education
- Dickinson College
BA (Policy & Management Studies/Economics)
1984 - 1988 - Fox School of Business at Temple University
MBA (Finance)
1994 - 1997 - College for Financial Planning
CFP (Financial Planning)
2004 - 2005
Jim Travis's Skills
- Investments
- Microsoft Office
- Wealth Management
- Public Speaking
Jim Travis's Summary
Jim Travis, based in Philadelphia, PA, US, is currently a First Vice President - Wealth Management at UBS Financial Services Inc., bringing experience from previous roles at Wells Fargo, Morgan Stanley and Merrill Lynch. Jim Travis holds a 1984 - 1988 BA in Policy & Management Studies/Economics @ Dickinson College. With a robust skill set that includes Investments, Microsoft Office, Wealth Management, Public Speaking and more, Jim Travis contributes valuable insights to the industry. Jim Travis has 1 email and 1 mobile phone number on RocketReach.
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