Meredith Travers Email & Phone Number
Senior Client Service Manager @ Pinnacle Wealth Management
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Meredith Travers Location
- Newport, RI, US
Meredith Travers Work
- Senior Client Service Manager @ (July 2023 - Present)
- Compliance Analyst @ (December 2020 - January 2023)
- Financial Analyst Investment Banking @ (April 1998 - November 2006)
- Institutional Sales Associate @ (January 1997 - January 1998)
Meredith Travers Skills
- Leadership
- Uniform Combined State Law
- Microsoft Office
- Portfolio Management
- Equities
- Social Media
- Risk Management
- Asset Management
- Nonprofits
- Public Speaking
- Investments
- Customer Service
- Financial Analysis
- Financial Services
- Retirement Planning
- Securities
- Mutual Funds
- Uniform Combined State
Meredith Travers Summary
- Meredith Travers, based in Newport, RI, US, is currently a Senior Client Service Manager at Pinnacle Wealth Management. Meredith Travers brings experience from previous roles at Embrace Home Loans, Morgan Stanley and BT ALEX. BROWN INCORPORATED. With a robust skill set that includes Leadership, Uniform Combined State Law, Microsoft Office, Portfolio Management, Equities and more. Meredith Travers has 2 emails and 1 mobile phone numbers on RocketReach.
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