Travis Levy Email & Phone Number

Executive Director @ Counterpointe Sustainable Real Estate LLC

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Travis Levy Location

San Diego, CA, US

Travis Levy Work

2026 -now Executive Director @
2022 -2025 Manager-Land and Restoration @
2014 -2022 Director-Credit Investments and Real Estate @
2007 -2014 Senior Asset Manager and Team Leader, Asset Resolution Team @
2003 -2007 Relationship Manager, Commercial Markets Group @
1999 -2003 Director of Lending and BDO @

Travis Levy Education

The George Washington University
Master of Science (MS) (Finance, General)
2008-2010
San Diego State University-California State University
Certificate in Economic Development (Community Organization and Advocacy)
2001-2002
Northern Arizona University
Master of Arts (M.A.) (Applied Anthropology)
1997-1999
Wake Forest University
Bachelor's degree (Cultural Anthropology)
1993-1997
Norfolk Collegiate
HS
1989-1993

Travis Levy Skills

Banking
Credit Analysis
Portfolio Management
Credit Risk
Financial Analysis
Credit
Investments
Underwriting
Risk Management
Valuation
Financial Modeling
Commercial Banking
Capital Markets
Asset Management
Financial Services
Structured Finance
Financial Risk
Art
Team Leadership
Finance
Management
Loans
Writing
Financial Advisory
Charging
Occ
Consulting
Financial Performance
Pools
Foreign Currency
Insurance
Import
Third Parties
Conventional
Rescue
Sales
Community
Wealth Management Services
Matlab
Derivatives
Collars
Treasury Management
Covenant Compliance
Foreign Exchange
Spreads
50m
Collecting
Foreclosures
Credit Reports
Legal
Bench
Portfolio Risk
Monte Carlo Simulation
Regulatory Compliance
Applied Anthropology
Swaptions
Revenue
Federation
SBA
Modification
Science
Line of Business
Disbursement
CRM
Economic Impact
Spanish
Monitors
Cash Management
Compliance Training
Covenants
Public Speaking
Accounting
Distressed Debt
Languages
Forecasting
Cell
Trade Unions
Fsb
Elementary Education
Sage Act
Fundraising
Reports
Futures
County
Strategy
FAS
Sold
Strategies
Microsoft Office
Workouts
Corporations
Training
Small Claims
Community Outreach
Economic Development
Portuguese
Faith
Hispanic
Product Development
Anthropology
Originating
System Monitoring
Multinational
Commercial Real Estate
In Home
Analysis
Campaigns
Los Angeles
Direct Marketing
Business Partnering
Reserves
Renewals
Fixed Income
C
Retail
CIC
Community Economic Development
Middle Market
Loan Origination
Virginia
Applications
Swaps
Floors
Caps
Business Development
Stress Testing
Citibank
Modeling
Clinical Research Associates
Trade Finance
Advertising
Active
Community Development
Risk Assessment
Financial Statement Analysis
Multivariate Statistics
VBA
Forest
Small Business
Contractual Agreements
Loan Sales
Facilities Management
Customer Profitability
Income
Investment Properties
Pricing
Vienna
Responsibility
Chartered Financial Analyst
Day Care
Packaging
Leasing
Company Valuation
VAR
International
Portfolio
Interest Rate Swaps
Trust
Letters of Credit
Watches
Subsidiaries
Software
SAS
San Diego
Arizona
Diversification
Limits
Rate
Moderate
Asset
Collateral
Commerce
Budgets
Risk
Marks
Selling
Financial Results

Travis Levy Summary

Travis Levy, based in San Diego, CA, US, is currently a Executive Director at Counterpointe Sustainable Real Estate. Travis Levy brings experience from previous roles at HASI, PNC and Citi. Travis Levy holds a 2008 - 2010 Master of Science (MS) in Finance, General @ The George Washington University. With a robust skill set that includes Banking, Credit Analysis, Portfolio Management, Credit Risk, Financial Analysis and more. Travis Levy has 1 emails and 2 mobile phone numbers on RocketReach.