Travis Nelson Email & Phone Number
VP, Advisor Services @ GeoWealth
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Travis Nelson Location
- Denver, CO, US
Travis Nelson Work
- VP, Advisor Services @ (February 2025 - Present)
- VP, Head of Advisor Services @ (April 2024 - February 2026)
- Director of Client Service and Operations @ (March 2017 - March 2024)
- Manager, Trust and Investment Management Services @ (October 2016 - February 2017)
- Trust and Investment Management Services Admin @ (September 2013 - October 2016)
- Loan Administrator @ (September 2011 - September 2013)
- Loan Servicing Analyst @ (March 2006 - August 2011)
- Investment and Loan Servicing Representative @ (March 2006 - September 2007)
- Satellite Operator @ (June 2002 - July 2007)
- Marketing Representative @ (June 2002 - March 2006)
- Syndication Operator @ (June 2002 - March 2006)
Travis Nelson Education
- Colorado State University
Business Management (Bachelor of Science in )
2010-2012 - Fullerton College
General Education
2003-2007
Travis Nelson Skills
- Adobe Professional
- Banking
- Client Services
- Commercial Banking
- Customer Service
- Loans
- Microsoft CRM
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mortgage Banking
- Non-profits
- Nonprofits
- Operations Management
- Product Development
- Public Speaking
- Social Media
- Team Building
- Team Management
- Project Management
- Marketing Strategy
- Non Profits
Travis Nelson Summary
- Travis Nelson, based in Denver, CO, US, is currently a VP, Advisor Services at GeoWealth. Travis Nelson brings experience from previous roles at GeoWealth, First Ascent Asset Management and First Western Trust. Travis Nelson holds a 2010 - 2012 Business Management in Bachelor of Science in @ Colorado State University. With a robust skill set that includes Adobe Professional, Banking, Client Services, Commercial Banking, Customer Service and more. Travis Nelson has 1 emails and 3 mobile phone numbers on RocketReach.
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