Travis Moss Email & Phone Number
Senior Vice President and Investments - Stifel @ Stifel Financial Corp.
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Travis Moss Location
- Texas, United States
Travis Moss Work
- 2016 -now Senior Vice President and Investments - Stifel @
- 2014 -now Board of Governors @
- 2014 -now Board Member @
- 2015 -2016 Financial Advisor @
- 2009 -2015 Financial Advisor @
- 2010 -2014 Former Board Member @ Wesley Prep School
- 2006 -2009 Financial Advisor @
- 1998 -2007 Associate Vice President @ Banc of America Securities, LLC
- 1998 -2007 Vice President @
Travis Moss Education
- Oklahoma State University
Bachelor of Science (BS) (Finance, International Business, Commercial Bank Management)
1994-1998
Travis Moss Skills
- Leveraged Finance
- Alternative Investments
- Series 63
- Advisory Services
- Accounting
- Corporate Finance
- Mergers
- Insurance
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Capital Markets
- Investments
- Advisory
- Business Development
- Finance
- Asset Allocation
- Asset Managment
- Equities
- Strategic Financial Planning
- Microsoft Office
- Asset Management
- Customer Service
- Financial Analysis
- Financial Reporting
- Investment Banking
- Credit Analysis
- Due Diligence
- Project Management
- Services
- Series 7
- Securities
Travis Moss Summary
- Travis Moss, based in Texas, United States, is currently a Senior Vice President and Investments - Stifel at Stifel Financial Corp.. Travis Moss brings experience from previous roles at Oklahoma State University Foundation, Oklahoma State University Alumni Association, Credit Suisse and J.P. Morgan. Travis Moss holds a 1994 - 1998 Bachelor of Science (BS) in Finance, International Business, Commercial Bank Management @ Oklahoma State University. With a robust skill set that includes Leveraged Finance, Alternative Investments, Series 63, Advisory Services, Accounting and more. Travis Moss has 4 emails on RocketReach.
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Top Stifel Financial Corp. Employees
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Sean McCarthy
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Rick Baur
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Joshua Bledsoe
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Rhett Geraghty
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Kristen Johnson
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Joseph Watson
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Matthew Smith
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