Meredith Travers Email & Phone Number
Senior Client Service Manager @ Pinnacle Wealth Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Meredith Travers Location
- Newport, RI, US
Meredith Travers Work
- 2023 -now Senior Client Service Manager @
- 2020 -2023 Compliance Analyst @
- 1998 -2006 Financial Analyst Investment Banking @
- 1997 -1998 Institutional Sales Associate @
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.
Looking for a different Meredith Travers?
Find contact details for 700 million professionals.
Others Named Meredith Travers
Meredith Travers
Vice President of Design and Merchandising
Chicago, IL, US
Meredith Travers
Senior Client Service Manager
Newport, RI, US
Top Pinnacle Wealth Management Employees
Meredith Travers
Senior Client Service Manager
Newport, RI, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co