Jim Travis Email & Phone Number
Senior Vice President - Wealth Management @ UBS Group AG
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Jim Travis Location
- Philadelphia, PA, US
Jim Travis Work
- Senior Vice President - Wealth Management @ (September 2011 - Present)
- First Vice President - Investments @ (September 2004 - September 2011)
- Vice President @ (November 2000 - September 2004)
- Assistant Vice President @ (June 1998 - November 2000)
- Associate Director - Foreign Exchange @ (October 1994 - May 1998)
Jim Travis Education
- College for Financial Planning
CFP (Financial Planning)
2004-2005 - Fox School of Business at Temple University
MBA (Finance)
1994-1997 - Dickinson College
BA (Policy & Management Studies; Economics)
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 CFP in Financial Planning @ 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.
Looking for a different Jim Travis?
Find contact details for 700 million professionals.
Others Named Jim Travis
Jim Travis
Senior Vice President - Wealth Management
Philadelphia, PA, US
Jim Travis
Senior Director, International Government Affairs and Trade
Washington, DC, US
Jim Travis
Chief Financial Officer
Austin, TX, US
Top UBS Group AG Employees
Dan Masters
Chief Operating Officer - Group HR and Corporate Services
Zurich, Switzerland
Jason Chandler
Chairman, UBS Global Wealth Management Americas
New York, NY, US
Jim Kennedy
CTO, Wealth Management Americas
United States
Fernando Vita
CEO and Country Head - UBS Mexico
São Paulo, SP, BR
Malek Ghorbel
COO for Equity Derivatives Americas
New York, NY, US
Edmund Koh
Chairman UBS Asia Pacific
Singapore
Blake Hiltabrand
CEO and Global Head of UBS O’Connor
Chicago, IL, US
Stefanie Stannard
COO - GFIW and UHNW
New York, NY, US
David Wildermuth
President UBS Americas Holdings LLC
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co