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
- Senior Vice President and Investments - Stifel @ (January 2016 - Present)
- Board of Governors @ (July 2014 - Present)
- Board Member @ (July 2014 - Present)
- Financial Advisor @ (January 2015 - January 2016)
- Financial Advisor @ (March 2009 - January 2015)
- Former Board Member @ Wesley Prep School (September 2010 - August 2014)
- Financial Advisor @ (June 2006 - February 2009)
- Associate Vice President @ Banc of America Securities, LLC (January 1998 - January 2007)
- Vice President @ (January 1998 - January 2007)
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 and 1 mobile phone numbers on RocketReach.
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