Travis Burke, Tep, Cfp® Email and Phone Number
Travis Burke, Tep, Cfp® work email
- Valid
- Valid
Travis Burke, Tep, Cfp® personal email
Travis Burke has been collaborating with advisors of ultra-high net worth domestic and foreign national clients and institutions for over 25 years, working to address their complex financial needs on a global basis. As a recognized thought leader in global wealth structuring and cross border planning, he has a proven track record of delivering innovative and customized insurance and asset management solutions to help ultra-high net worth and institutional clients grow and preserve their assets. Travis is responsible for spearheading development of the Axcelus proprietary Catalyst PPLI solution, where he oversees all aspects of the product’s evolution, marketing, and sales strategies to ensure its ongoing success and growth. This has resulted in over a half of billion dollars of new assets under administration. -About Axcelus - At Axcelus Financial, we leverage our extensive expertise in Private Placement Life Insurance and Annuities, as well as knowledge of the unique tax implications and challenges faced by domestic and international clients. We are a team of professionals who share a commitment to providing the highest levels of service and value to our clients. Whether it is for individuals and families, or for investment managers and their institutional client base, we aim to create solutions that efficiently and effectively access the U.S. private markets and optimize their outcomes.With over $14 billion of assets under administration, Axcelus Financial is a leading provider of private placement life insurance and annuities to individuals and institutions. The company employs over 100 people at offices in Philadelphia, New York, Bermuda, and Miami.
Axcelus Financial
View- Website:
- axcelus.com
- Employees:
- 94
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Senior Managing Director, Us And BermudaAxcelus FinancialAtlanta, Ga, Us -
Managing Director, Us & BermudaAxcelus Financial Dec 2023 - PresentPhiladelphia, Pennsylvania, Us -
Managing Director, Us & BermudaLombard International Group Jan 2019 - Dec 2023London, England, Gb -
National Sales DirectorGlobal Insurance Solutions Group Apr 2017 - Jan 2019 -
Regional Sales DirectorTransamerica Dec 2012 - Mar 2017Baltimore, Maryland, Us -
SvpIng Us Jun 2008 - Oct 2012Amsterdam Zuidoost, Nl
Travis Burke, Tep, Cfp® Skills
Travis Burke, Tep, Cfp® Education Details
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Georgetown UniversityFinance -
Plymouth State UniversityInternational Political Economics -
United States Marine CorpsInfantry
Frequently Asked Questions about Travis Burke, Tep, Cfp®
What company does Travis Burke, Tep, Cfp® work for?
Travis Burke, Tep, Cfp® works for Axcelus Financial
What is Travis Burke, Tep, Cfp®'s role at the current company?
Travis Burke, Tep, Cfp®'s current role is Senior Managing Director, US and Bermuda.
What is Travis Burke, Tep, Cfp®'s email address?
Travis Burke, Tep, Cfp®'s email address is tb****@****ast.net
What schools did Travis Burke, Tep, Cfp® attend?
Travis Burke, Tep, Cfp® attended Georgetown University, Plymouth State University, United States Marine Corps.
What skills is Travis Burke, Tep, Cfp® known for?
Travis Burke, Tep, Cfp® has skills like Life Insurance, Estate Planning, Management, Sales, Certified Financial Planner, Insurance, Financial Planning, Life And Health Insurance Licenses, Wealth Management, Leadership, Customer Service, Financial Analysis.
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