Travis Nelson Email & Phone Number
VP, Advisor Services @ GeoWealth
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Travis Nelson Location
- Denver, CO, US
Travis Nelson Work
- 2025 -now VP, Advisor Services @
- 2024 -2026 VP, Head of Advisor Services @
- 2017 -2024 Director of Client Service and Operations @
- 2016 -2017 Manager, Trust and Investment Management Services @
- 2013 -2016 Trust and Investment Management Services Admin @
- 2011 -2013 Loan Administrator @
- 2006 -2011 Loan Servicing Analyst @
- 2006 -2007 Investment and Loan Servicing Representative @
- 2002 -2007 Satellite Operator @
- 2002 -2006 Marketing Representative @
- 2002 -2006 Syndication Operator @
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
- Marketing Strategy
- Customer Service
- Loans
- Microsoft CRM
- Commercial Banking
- Non Profits
- Nonprofits
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 3 mobile phone numbers on RocketReach.
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