Senior Investment Consultant @ (February 2022 - December 2024)
Senior Investment Consultant @ (September 2013 - February 2022)
Account Manager @ (September 2010 - September 2013)
Asst Vice President - Institutional Business Development @ (September 2007 - October 2009)
Rebate Analyst and Marketing and Sales @ (April 2006 - September 2007)
Travis Newman Education
The University of Kansas
Bachelors of Science (Business)
1998-2000
Barton County Community College
Associate of Science (A.S.) (Biology, General)
1996-1998
Travis Newman Skills
401(k) Retirement Savings Plans
Account Management
Actuarial Science
Alternative Assets
Alternative Investments
Analytical Skills
Asset Allocation
Asset Management
Asset and Liability Management (ALM)
Business Development
Business Relations
Business Relationship Management
Capital Markets
Client Development
Client Relations
Communication
Conference Management
Conference Speaking
Customer Relationship Management (CRM)
Customer Satisfaction
Deadline Oriented
Defined Benefit
Defined Contribution
Due Diligence
ERISA
Emerging Markets
Endowment Funds
Equities
Finance
Financial Analysis
Financial Modeling
Financial Services
Fixed Income
Fund Of Funds
Growth Strategies
Hedge Funds
Institutional Business Development
Institutional Investments
Institutional Sales
Interpersonal Skills
Investing
Investment Advisory
Investment Advisory Services
Investment Management
Investment Policy
Investment Portfolios
Investment Research
Investment Strategies
Investments
Leadership
Marketing
Microsoft Excel
Microsoft Office
Morningstar
Mutual Funds
Negotiation
Operational Due Diligence
Operations Support
People Management
Portfolio Management
Presentation Skills
Presentations
Private Equity
Public Speaking
Real Estate
Relationship Development
Reporting & Analysis
Request for Proposal (RFP)
Retirement Plan Consulting
Sales
Separately Managed Accounts
Series 65
Staff Development
Strategic Partnerships
Team Leadership
Team Management
Trusting Relationships
Working with Investors
Written Communication
Travis Newman Summary
Travis Newman, based in Kansas City, MO, US, is currently a Senior Institutional Relationship Manager at UMB Bank. Travis Newman brings experience from previous roles at Mercer, DeMarche Associates Inc and Commerce Bank. Travis Newman holds a 1998 - 2000 Bachelors of Science in Business @ The University of Kansas. With a robust skill set that includes 401(k) Retirement Savings Plans, Account Management, Actuarial Science, Alternative Assets, Alternative Investments and more. Travis Newman has 1 emails and 2 mobile phone numbers on RocketReach.
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