Travis Nelson Location
Denver, CO, US
Travis Nelson Work
- 2025 - now VP, Advisor Services @ GeoWealth
- 2024 - 2026 VP, Head of Advisor Services @ GeoWealth
- 2017 - 2024 Director of Client Service and Operations @ First Ascent Asset Management
- 2016 - 2017 Manager, Trust and Investment Management Services @ First Western Trust
- 2013 - 2016 Trust and Investment Management Services Admin @ First Western Trust
- 2011 - 2013 Loan Administrator @ First Western Trust
- 2006 - 2011 Loan Servicing Analyst @ CDF Capital
- 2006 - 2007 Investment and Loan Servicing Representative @ CDF Capital
- 2002 - 2007 Satellite Operator @ Ambassador Advertising Agency
- 2002 - 2006 Marketing Representative @ Ambassador Advertising Agency
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
- Microsoft Office
- Mortgage Banking
- Microsoft Word
- Team Building
- Project Management
- Social Media
- Banking
- Microsoft Excel
- Public Speaking
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, Microsoft Office, Mortgage Banking, Microsoft Word, Team Building and more. Travis Nelson has 1 emails and 2 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Travis Nelson?
Find contact details for 700 million professionals.
Others Named Travis Nelson
-
Travis Nelson
Principal Data and AI Engineering at AT&T
Texas, United States41
Top GeoWealth Employees
-
Colin Falls
CEO and Board Member at GeoWealth
Chicago, IL, US25+ -
Katie Genaze
SVP, Head of Marketing at GeoWealth
Chicago, IL, US25 -
Chelsea Kmiecik
VP, Strategy at GeoWealth
New York, NY, US23
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups.
Search the #1
Contact Database
Get contact details of over 700M profiles across 60M
companies – all with industry-leading accuracy. Sales and Recruiter users, try out our
Email Finder Extension.
Use our
AI-Powered
Email Finder
Find business and personal emails and mobile phone numbers
with exclusive coverage across niche job titles, industries, and more
for unparalleled targeting. Also
available via our
Contact Data API.
G2Crowd Trusted
300K+
Plugin Users
