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Travis Brewer Location
Texas, United States
Travis Brewer Work
2024 -now VP, Senior Business Consultant @
2022 -2024 Vice President | RIA Custody @
2016 -2022 VP, Business Consulting @
2002 -2016 Field Support Manager @
Travis Brewer Education
Oklahoma City University
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 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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