Travis Nelson Email & Phone Number
Benefits Consultant @ Proxy Financial
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Travis Nelson Location
- Northport, NY, US
Travis Nelson Work
- 2023 - now Benefits Consultant @
- 2021 - 2023 Partnering Agent @
- 2020 - 2021 Vice President - Financial Planning Specialist @
- 2015 - 2020 Vice President - Financial Consultant @
- 2013 - 2015 Associate Financial Consultant @
- 2012 - 2013 Client Service Specialist @
- 2011 - 2012 Financial Advisor @
- 2008 - 2011 Associate Director of Sport and Event Sales @ MMT
Travis Nelson Education
- Fairfield University
Bachelor of Science (Marketing and Information Systems)
2004 - 2008 - Oswego High School 2000 - 2004
Travis Nelson Skills
- Excel
- Word
- PowerPoint
- Microsoft Word
- Microsoft Excel
- Project Management
- Banking
- Asset Management
- Financial Services
- Financial Modeling
- Event Planning
- Marketing
- Health Insurance
- Finance
- Finance Consulting
- Relationship Building
- Investments
- Financial Analysis
Travis Nelson Summary
- Travis Nelson, based in Northport, NY, US, is currently a Benefits Consultant at Proxy Financial. Travis Nelson brings experience from previous roles at Proxy Financial, Magnus Financial Group LLC and Charles Schwab. Travis Nelson holds a 2004 - 2008 Bachelor of Science in Marketing and Information Systems @ Fairfield University. With a robust skill set that includes Excel, Word, PowerPoint, Microsoft Word, Microsoft Excel and more. Travis Nelson has 2 emails and 2 mobile phone numbers on RocketReach.
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