Travis Walters Email
Senior Client Operations Associate
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Travis Walters Location
- New York, United States
Travis Walters Work
- Senior Client Operations Associate @ Wealthspire Advisors (January 2017 - Present)
- Client Operations Specialist @ Wealthspire Advisors (January 2011 - January 2017)
- Auditor @ (January 2007 - January 2011)
Travis Walters Education
- Buffalo State University
Bachelor of Arts - BA (Political Science and Government)
Travis Walters Skills
- ACH Processing
- Account Documentation
- Account Inquiries
- Account Onboarding
- Account Record Processing
- Funds Transfers
- Issue Escalation
- Issue Resolution
- Research
- Securities Transfers
- Standards Compliance
- Technology Implementation
- Trades
- Wire Processing
Travis Walters Summary
- Travis Walters, based in New York, United States, is currently a Senior Client Operations Associate at Wealthspire Advisors. Travis Walters brings experience from previous roles at Wealthspire Advisors and Special Funds Conservation Committee. Travis Walters holds a Bachelor of Arts - BA in Political Science and Government @ Buffalo State University. With a robust skill set that includes ACH Processing , Account Documentation, Account Inquiries, Account Onboarding, Account Record Processing and more. Travis Walters has 2 emails on RocketReach.
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