Patti Travis Email & Phone Number
Senior Managing Director @ Citizens
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Patti Travis Location
- Palm Beach, FL, US
Patti Travis Work
- Senior Managing Director @ (June 2023 - Present)
- Senior Managing Director @ (February 2016 - June 2023)
- Member @ Daughters of The American Revolution (January 1999 - January 2022)
- Senior Director @ (January 2010 - January 2016)
Patti Travis Skills
- Sales
- Mortgage Lending
- Executive Aircraft Financing
- 401k
- Investments
- High Net Worth Individuals
- Wealth Management Services
- Investment Advisory
- Customer Service
- Fine Art Lending
- Estate Planning
- Mutual Funds
- Loans
- Family Office
- Social Media
- Investment Strategies
- Strategic Planning
- Personal Finance
- Charities
- Asset Management
- Microsoft Excel
- Cash Management
- Alternative Investments
- Jumbo Mortgage Lending
- Succession Planning
- Philanthropy
- Investment Management
- Securities
- Private Banking
- Trust Services
- Strategic Asset Allocation
- Real Estate
- Retirement
- Banking
- Commercial Lending
- Training
- Wealth
- Fixed Income
- Asset Allocation
- Wealth Management
Patti Travis Summary
- Patti Travis, based in Palm Beach, FL, US, is currently a Senior Managing Director at Citizens. Patti Travis brings experience from previous roles at First Republic Private Wealth Management, Daughters of The American Revolution and BNY Mellon. With a robust skill set that includes Sales, Mortgage Lending, Executive Aircraft Financing, 401k, Investments and more. Patti Travis has 3 emails and 3 mobile phone numbers on RocketReach.
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