Travis Newberg Email & Phone Number
SVP | Head of National and Regional Bank Segment @ LPL Financial
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Travis Newberg Location
- Boston, MA, US
Travis Newberg Work
- 2024 -now SVP | Head of National and Regional Bank Segment @
- 2022 -2024 Head of Strategy and Innovation - Wealth Management @
- 2020 -2022 Chief Growth Officer and Head of Digital Investing @
- 2017 -2020 Head of Customer Segmentation @
- 2018 -2018 Head of Customer Experience @
- 2015 -2017 Senior Vice President - Director of Consumer Banking Strategy @
- 2014 -2015 Senior Vice President - US Consumer Banking Strategy @
- 2012 -2014 Vice President - Global Consumer Banking Strategy @
- 2010 -2012 Senior Strategy Analyst - Consumer Banking Strategy @
- 2008 -2010 Management Associate @
- 2006 -2007 Smith Barney, Investment Management Analyst @
Travis Newberg Education
- Carnegie Mellon University
Bachelor of Science (Policy and Management)
Travis Newberg Skills
- Global Strategy
- Business Strategy
- Strategy
- Retail Banking
- Financial Services
- Financial Analysis
- Financial Modeling
- Analytics
- Investments
- Analysis
- Banking
- Digital Strategy
- Mutual Funds
- Segmentation
- Customer Experience
- Competitive Analysis
- Strategic Financial Planning
- Project Management
- Business Development
Travis Newberg Summary
- Travis Newberg, based in Boston, MA, US, is currently a SVP | Head of National and Regional Bank Segment at LPL Financial. Travis Newberg brings experience from previous roles at Wells Fargo, Citizens Wealth Management and Citizens Bank. Travis Newberg holds a Bachelor of Science in Policy and Management @ Carnegie Mellon University. With a robust skill set that includes Global Strategy, Business Strategy, Strategy, Retail Banking, Financial Services and more. Travis Newberg has 3 emails and 1 mobile phone numbers on RocketReach.
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