Travis Wesley Email & Phone Number
Certified Financial Planner™ practitioner | Investment Advisor @ Financial Investment Team
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Travis Wesley Location
- Portland, OR, US
Travis Wesley Work
- 2024 - now Certified Financial Planner™ practitioner | Investment Advisor @
- 2020 - 2024 Business Financial Advisor @
- 2019 - 2020 Associate Financial Advisor and Operations Specialist @
- 2015 - 2019 Paraplanner @
- 2014 - 2015 Personal Banker @
- 2012 - 2014 Manager Customer Service @
- 2014 - 2014 Investment Counselor @
- 2010 - 2012 Financial Services Representative @
- 2009 - 2010 PFSA @
- 2010 - 2010 Collections Officer @
- 2008 - 2009 CSR @
- 2008 - 2008 Team Leader (Residence Life) @
- 2003 - 2008 Team Leader @
- 2006 - 2006 Student Orientation Director @
Travis Wesley Education
- College for Financial Planning
Master of Science - MS (Financial Planning)
2020 - 2025 - George Fox University
Bachelor of Arts (International Studies, Romance Languages)
2003 - 2008 - Universidad Evangélica Boliviana
(South American Studies Program)
2007 - 2007
Travis Wesley Skills
- Team Building
- Mac OS
- Sound
- Customer Service Representatives
- ICE
- Citrix
- Credit Cards
- Sales
- Sales Operations
- Taxation
- Finance
- Career Development
- Court Cases
- Learning Outcomes
- Ideas
- Briefs
- 10 Key
- Coaching
- Audit Management
- Commercial Lending
- Hiring
- Keys
- Spanish
- Leadership
- Group Training
- Cash Management
- Investment Policy
- Publications
- Accounting
- People Management
- Waste
- New Account Opening
- Networking
- Cross Selling
- Capital Markets
- Customer Satisfaction
- Relationship Management
- Team Leadership
- Government Documents
- Fundraising
- Microsoft Office
- Operations Management
- Budget Management
- Training
- Consumer Lending
- Customer Service
- Directors
- Debt Management
- Scheduling
- Reporting
- Corporate Social Responsibility
- Loans
- Options
- Payroll
- Campaigns
- Branch Administration
- Ledger
- Employee Engagement
- Hockey
- Operating Systems
- DOS
- Business Development
- Business Analysis
- Communication
- Cafe
- Catering
- Orientation Programs
- Commercial Banking
- Operations
- HTML
- Marketing
- Credit
- Project Implementation
- Project Planning
- Small Business
- Bar
- Government Relations
- Retail Banking
- Services
- Small Business Lending
- Income
- Horizon
- Retail Sales
- Regulations
- Banking
- Distribution
- Camp
- PeopleSoft
- Account Management
- Investments
- Records
- Mortgage Lending
- Referrals
- Financial Services
- Wealth Management
- Mutual Funds
- Sustainability
- Launches
- Cash
- Internal Controls
- Financial Reporting
- Credit Analysis
- Problem Solving
- Financial Management
- French
- Individual Development
Travis Wesley Summary
- Travis Wesley, based in Portland, OR, US, is currently a Certified Financial Planner™ practitioner | Investment Advisor at Financial Investment Team. Travis Wesley brings experience from previous roles at Wealthbridge Advisors, Ameriprise Financial Services, Inc. and Bank of America. Travis Wesley holds a 2020 - 2025 Master of Science - MS in Financial Planning @ College for Financial Planning. With a robust skill set that includes Team Building, Mac OS, Sound, Customer Service Representatives, ICE and more. Travis Wesley has 2 emails on RocketReach.
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Top Financial Investment Team Employees
Rachel Gustafson
Investment Advisor Representative
Portland, OR, US
Christine Lam
CERTIFIED FINANCIAL PLANNER™ Practitioner
Portland, OR, US
Chris Knupfer
Chief Investment Officer
Portland, OR, US
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