Travis Boren Email & Phone Number

Retirement Plan Manager @ SeaCrest Wealth Management

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Travis Boren Location

Roanoke, TX, US

Travis Boren Work

2022 - now Retirement Plan Manager @ SeaCrest Wealth Management
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2012 - 2021 Managing Director @ Fidelity Investments
2008 - 2012 Service Delivery Manager @ Fidelity Investments

2000 - 2008 Testing and Reporting Analyst @ Fidelity Investments
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2000 - 2008 Senior Compliance Specialist @ Fidelity Investments
1997 - 2000 Retirement Plan Administrator @ Cecil and Co
1997 - 2000 Plan Administrator @ Cecil & Co. (TPA)

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Travis Boren Education

Brigham Young University
Master of Public Administration (Human Resources Management/Personnel Administration, General)
1995 - 1997
Brigham Young University
Master of Public Administration (MPA) (Human Resources Management and Services)
1995 - 1997
Brigham Young University
Bachelor of Arts (Philosophy)
1991 - 1994

Travis Boren Skills

Customer Service
Process Improvement
Strategic Planning

401k
Microsoft Office
Series 63
Team Building
Investments
Leadership
Project Management

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Travis Boren Summary

Travis Boren, based in Roanoke, TX, US, is currently a Retirement Plan Manager at SeaCrest Wealth Management. Travis Boren brings experience from previous roles at Fidelity Investments. Travis Boren holds a 1995 - 1997 Master of Public Administration in Human Resources Management/Personnel Administration, General @ Brigham Young University. With a robust skill set that includes Customer Service, Process Improvement, Strategic Planning, 401k, Microsoft Office and more. Travis Boren has 2 emails and 1 mobile phone numbers on RocketReach.

Travis Boren Emails

Found 2 emails

Travis Boren Phone Numbers

Found 1 phone numbers

+1 817-253-XXXX

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