Travis Brewer Email & Phone Number
VP, Senior Business Consultant @ Fidelity Investments
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Travis Brewer Location
- Texas, United States
Travis Brewer Work
- VP, Senior Business Consultant @ (December 2024 - Present)
- Vice President | RIA Custody @ (January 2022 - December 2024)
- VP, Business Consulting @ (February 2016 - January 2022)
- Field Support Manager @ HD Vest Financial Services (March 2002 - January 2016)
Travis Brewer Education
- Oklahoma City University
BA
Travis Brewer Skills
- Financial Services
- Relationship Management
- Succession Planning
- Management Consulting
- Data Analysis
- Trend Analysis
- Financial Planning
- Vendor Management
- Financial Planners
- Investment Advisory
- Retirement Planning
- Finance
- Investments
- Wealth Management
- Access
- Microsoft Excel
- Emotional Intelligence
- Public Speaking
- Training Delivery
- Management
- Training
- Certified Financial Planner
- Series 63
- Employee Benefits
- Process Improvement
- FINRA
- Advisor Develpment
- Business Acquisition
- Program Financial Management
- Banking
- Strategic Planning
- Mutual Funds
- Program Management
- Customer Service
- Project Management
- Series 7
- Broadcast
Travis Brewer Summary
- Travis Brewer, based in Texas, United States, is currently a VP, Senior Business Consultant at Fidelity Investments. Travis Brewer brings experience from previous roles at Goldman Sachs, TD Ameritrade Institutional and HD Vest Financial Services. Travis Brewer holds a BA @ Oklahoma City University. With a robust skill set that includes Financial Services, Relationship Management, Succession Planning, Management Consulting, Data Analysis and more. Travis Brewer has 3 emails and 1 mobile phone numbers on RocketReach.
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