Travis Sullivan Email & Phone Number
Financial Services Representative @ Charles Schwab
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Travis Sullivan Location
- Dallas, TX, US
Travis Sullivan Work
- 2025 -now Financial Services Representative @
- 2021 -2024 Sales Consultant @
- 2020 -2021 Registered Representative @
- 2018 -2019 Client Associate @
- 2016 -2016 Intern @
- 2016 -2016 Fulfillment Operations Associate @ Amazon Logistics
- 2014 -2015 Cost Analyst @
- 2014 -2014 Internship @
- 2012 -2012 Intern @
Travis Sullivan Education
- Texas Christian University
Bachelor of Science - BS (Economics, Finance)
2012-2017
Travis Sullivan Skills
- Microsoft Office
- Microsoft Excel
- Research
- CRM
- Data Analysis
- Social Media
- Marketing
- Finance
- PowerPoint
- Access
- Outlook
- Teamwork
- CRM Integration
- CRM Databases
- Forecasting
- Payroll
- Microsoft Word
- Microsoft PowerPoint
- Problem Solving
Travis Sullivan Summary
- Travis Sullivan, based in Dallas, TX, US, is currently a Financial Services Representative at Charles Schwab. Travis Sullivan brings experience from previous roles at Southern Glazer's Wine & Spirits, Equitable Advisors, RBC Wealth Management and Dallas Stars. Travis Sullivan holds a 2012 - 2017 Bachelor of Science - BS in Economics, Finance @ Texas Christian University. With a robust skill set that includes Microsoft Office, Microsoft Excel, Research, CRM, Data Analysis and more. Travis Sullivan has 3 emails and 3 mobile phone numbers on RocketReach.
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