Travis Sievers Email & Phone Number

Senior Manager, Brokerage Client Services, Green Pier Fintech LLC @ Fidelity Investments

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Travis Sievers Location

Boston, MA, US

Travis Sievers Work

2025 - now Senior Manager, Brokerage Client Services, Green Pier Fintech LLC @ Fidelity Investments
2024 - 2025 Director, Transitions @ Crux Wealth Advisors
2022 - 2024 Senior Client Experience Consultant @ Lincoln Financial Network

2022 - 2022 Senior Transition Consultant @ Commonwealth Financial Network
2018 - 2022 Transition Consultant @ Commonwealth Financial Network
2017 - 2018 Operations Analyst @ Signator Investors, Inc.
2016 - 2017 Associate Client Relationship Manager @ Brophy Wealth Management
2014 - 2016 Investment Services Representative and Mutual Fund Trader @ Lincoln Financial Network
2014 - 2014 Investment Service Adminstrator @ Lincoln Financial Network
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2013 - 2014 Personal Banker @ Citizens
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Travis Sievers Education

Plymouth State University
Bachelor of Science (BS) (Finance, General)
2008 - 2012

Travis Sievers Summary

Travis Sievers, based in Boston, MA, US, is currently a Senior Manager, Brokerage Client Services, Green Pier Fintech LLC at Fidelity Investments. Travis Sievers brings experience from previous roles at Crux Wealth Advisors, Lincoln Financial Network and Commonwealth Financial Network. Travis Sievers holds a 2008 - 2012 Bachelor of Science (BS) in Finance, General @ Plymouth State University. Travis Sievers has 3 emails on RocketReach.

Travis Sievers Emails

Found 3 emails

Travis Sievers Phone Numbers

Found 1 phone numbers

+1 603-226-XXXX

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