Travis Lim Email & Phone Number
Reporting Analyst @ Cascade Asset Management Company
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Travis Lim Location
- Kirkland, WA, US
Travis Lim Work
- Reporting Analyst @ (August 2022 - Present)
- Financial Analyst @ (January 2017 - August 2022)
- Fund Analyst @ (June 2015 - January 2017)
- Derivatives Analyst @ (November 2014 - June 2015)
- Senior Analyst, Indices @ (December 2013 - November 2014)
Travis Lim Education
- WSU Carson College of Business
Master of Business Administration - MBA (Finance)
2021-2023 - University of Puget Sound
Bachelor of Arts - BA (Economics, Business (Finance Emphasis))
2010-2013 - Pepperdine University 2009-2010
Travis Lim Skills
- Leadership
- Social Media
- Portfolio Management
- Financial Modeling
- Microsoft SQL Server
- Investments
- Finance
- Process Improvement
- Strategic Planning
- Equities
- Microsoft Office
- Microsoft Access
- Risk Management
- Asset Management
- VBA
- Financial Analysis
- SQL
- Management
- Trading Systems
- Analytics
- Loans
- Analysis
- Databases
Travis Lim Summary
- Travis Lim, based in Kirkland, WA, US, is currently a Reporting Analyst at Cascade Asset Management Company. Travis Lim brings experience from previous roles at Cascade Asset Management Company, Russell Investments and BNY Mellon. Travis Lim holds a 2021 - 2023 Master of Business Administration - MBA in Finance @ WSU Carson College of Business. With a robust skill set that includes Leadership, Social Media, Portfolio Management, Financial Modeling, Microsoft SQL Server and more. Travis Lim has 1 emails on RocketReach.
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