Senior Customer Success Manager, Investment Banking and Advisory @ (July 2023 - April 2026)
Customer Success Manager, Investment Banking and Advisory @ (May 2019 - July 2023)
Business Development Manager @ (February 2017 - May 2019)
Licensed Investment Assistant @ (May 2014 - January 2017)
Sales Associate @ (September 2012 - July 2014)
Travis Best Education
Laurentian University/Université Laurentienne
Honours Bachelor of Commerce (Finance, General, Economics)
2012-2015
Travis Best Skills
Microsoft Office
Economics
Finance
Financial Analysis
Microsoft Excel
Financial Services
Financial Modeling
PowerPoint
Microsoft Word
Teamwork
Time Management
Research
Customer Service
Leadership
Mutual Funds
ETFs
Tax Planning
Investment Strategies
Investments
Equities
Wealth Management
Portfolio Management
Fixed Income
Travis Best Summary
Travis Best, based in Toronto, ON, CA, is currently a Team Lead, Customer Success, Investment Banking at LSEG. Travis Best brings experience from previous roles at LSEG, Invesco Canada and IPC Securities Corp. Travis Best holds a 2012 - 2015 Honours Bachelor of Commerce in Finance, General, Economics @ Laurentian University/Université Laurentienne. With a robust skill set that includes Microsoft Office, Economics, Finance, Financial Analysis, Microsoft Excel and more. Travis Best has 2 emails on RocketReach.
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