Travis Shannon's Location
Goleta, CA, US
Travis Shannon's Work
- Chairman and CEO @ Aerobat Aviation, Inc.
- Vice President Wealth Management @ Morgan Stanley
- Senior Vice President @ Merrill Lynch
- Senior Vice President @ Prudential Securities
- Vice President Investments @ Merrill Lynch
- Financial Advisor @ Lehman Brothers
Travis Shannon's Education
- UC Santa Barbara
Bachelor of Science (B.S.) (Economics)
1989 - 1992 - California State University-Long Beach
(Business/Managerial Economics)
1987 - 1988 - St. Athanasius Academy of Orthodox Theology
Bachelor of Arts (B.A.) (Liturgical Theology)
1986 - 1987
Travis Shannon's Skills
- Wealth Management
- Series 7
- Investments
- Retirement Planning
- Equities
- Financial Analysis
- Fixed Income
- Asset Allocation
- Asset Management
- Series 63
Travis Shannon's Summary
Travis Shannon, based in Goleta, CA, US, is currently a Chairman and CEO at Aerobat Aviation, Inc., bringing experience from previous roles at Morgan Stanley Smith Barney, Merrill Lynch and Prudential Securities. Travis Shannon holds a 1989 - 1992 Bachelor of Science (B.S.) in Economics @ UC Santa Barbara. With a robust skill set that includes Wealth Management, Series 7, Investments, Retirement Planning, Equities and more, Travis Shannon contributes valuable insights to the industry.
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