Travis Perry, Cfp®

Travis Perry, Cfp® Email and Phone Number

Nuflow Indy @ NuFlow Indy
Indianapolis, IN, US
Travis Perry, Cfp®'s Location
Indianapolis, Indiana, United States, United States
Travis Perry, Cfp®'s Contact Details

Travis Perry, Cfp® work email

Travis Perry, Cfp® personal email

n/a
About Travis Perry, Cfp®

Experienced CERTIFIED FINANCIAL PLANNER™ professional. Licensed Series 7 & 66. Skilled in relationship management, customer service and sales.

Travis Perry, Cfp®'s Current Company Details
NuFlow Indy

Nuflow Indy

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Nuflow Indy
Indianapolis, IN, US
Travis Perry, Cfp® Work Experience Details
  • Nuflow Indy
    Nuflow Indy
    Nuflow Indy
    Indianapolis, In, Us
    View
  • Nuflow Indy
    Nuflow Indy
    Nuflow Indy May 2023 - Present
    View
  • Empower
    Financial Advisor
    Empower Jan 2023 - Jun 2023
    Greenwood Village, Co, Us
    View
  • Freelance
    World Traveler
    Freelance Jan 2022 - Jan 2023
  • E*Trade
    Financial Consultant
    E*Trade Apr 2018 - Jan 2022
    Us
    View
  • Charles Schwab
    Associate Financial Consultant
    Charles Schwab May 2017 - Apr 2018
    Westlake, Texas, Us
    View
  • Charles Schwab
    Financial Services Professional
    Charles Schwab Dec 2015 - May 2017
    Westlake, Texas, Us
    View
  • Charles Schwab
    Associate Financial Service Professional
    Charles Schwab Aug 2015 - Dec 2015
    Westlake, Texas, Us
    View
  • Freedom Enterprises
    Sales Representative
    Freedom Enterprises Mar 2013 - Aug 2015
  • Dp Mechanical Services
    Accounts Manager
    Dp Mechanical Services Dec 2011 - Aug 2015

Travis Perry, Cfp® Skills

Customer Service Sales Management Account Management Sales Operations Management Microsoft Excel Project Management Leadership Social Media Purchasing Processes Industrial Safety Employee Relations Job Analysis Profit Maximization Relationship Building Management Customer Experience Client Relations

Travis Perry, Cfp® Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance
  • Indiana University Indianapolis
    Indiana University Indianapolis
    Political Science And Government
  • Triton Central
    Triton Central
  • Triton Central
    Triton Central

Frequently Asked Questions about Travis Perry, Cfp®

What company does Travis Perry, Cfp® work for?

Travis Perry, Cfp® works for Nuflow Indy

What is Travis Perry, Cfp®'s role at the current company?

Travis Perry, Cfp®'s current role is Nuflow Indy.

What is Travis Perry, Cfp®'s email address?

Travis Perry, Cfp®'s email address is tp****@****ade.com

What schools did Travis Perry, Cfp® attend?

Travis Perry, Cfp® attended Indiana University - Kelley School Of Business, Indiana University Indianapolis, Triton Central, Triton Central.

What are some of Travis Perry, Cfp®'s interests?

Travis Perry, Cfp® has interest in Stock Markets, Economic Empowerment, Politics, Snowboarding, Reading, Business Operations, Running, Golf.

What skills is Travis Perry, Cfp® known for?

Travis Perry, Cfp® has skills like Customer Service, Sales Management, Account Management, Sales, Operations Management, Microsoft Excel, Project Management, Leadership, Social Media, Purchasing Processes, Industrial Safety, Employee Relations.

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