Travis Robertson

Travis Robertson Email and Phone Number

Senior Associate @ Helium Capital
Houston, TX, US
Travis Robertson's Location
Houston, Texas, United States, United States
Travis Robertson's Contact Details

Travis Robertson work email

Travis Robertson personal email

n/a
About Travis Robertson

Current MBA Candidate for the Rice Business Class of 2025. Looking for roles in Fund Management, Investment Banking, or Finance. Previous experience in the automotive industry. Proven ability to handle high profile client interactions and build relationships. Proven ability to set, meet, and exceed monthly and yearly sales/profit goals. Passionate and prideful about delivering service that goes beyond organizational expectations which helps create long term clients and repeat business.

Travis Robertson's Current Company Details
Helium Capital

Helium Capital

View
Senior Associate
Houston, TX, US
Website:
heliumcap.com
Employees:
8
Travis Robertson Work Experience Details
  • Helium Capital
    Senior Associate
    Helium Capital
    Houston, Tx, Us
  • Cne Group
    Private Equity Associate
    Cne Group Dec 2023 - Present
    Houston, Texas, United States
    CNE Group is a Houston-based private equity firm that specializes in advising businesses to navigate acquisition, disposition, and scaling strategies. Our mission is to empower entrepreneurs by providing them with the financial tools and strategic guidance needed to transform their businesses, improve their lives, and strengthen the communities they serve. With a deep commitment to integrity and excellence, we focus on building long-term partnerships that drive meaningful growth and sustainable… Show more CNE Group is a Houston-based private equity firm that specializes in advising businesses to navigate acquisition, disposition, and scaling strategies. Our mission is to empower entrepreneurs by providing them with the financial tools and strategic guidance needed to transform their businesses, improve their lives, and strengthen the communities they serve. With a deep commitment to integrity and excellence, we focus on building long-term partnerships that drive meaningful growth and sustainable success. CNE Group provides tailored capital solutions that meet the diverse needs of growing businesses. Whether you’re looking to acquire, divest, or scale your operations, we have the expertise to guide you through every stage of the process. Our flexible financial structures and strategic partnerships ensure that we deliver the right solutions to maximize value for our clients. Show less
  • E Street Capital
    Associate
    E Street Capital Dec 2023 - Present
    Houston, Texas, United States
    E-Street Capital (formerly Trinity Communities Group) primarily develops, but also acquires, manufactured housing communities and other types of commercial real estate. E-Street prides itself on owning/managing the best quality of real estate while also generating substantial returns.
  • Indigo Auto Group
    Service Consultant At Lamborghini Houston / Mclaren Houston / Rolls-Royce North Houston
    Indigo Auto Group Dec 2019 - Dec 2023
    Houston, Texas, United States
    • Managed client experience while their vehicle is in service from beginning to end by serving as a liaison between the technician and client• Worked collaboratively with a team of technicians and porters to dispatch and prioritize work in the short and long-term• Communicated with the client regarding any recommendations for additional work and how this may affect the timeline of the vehicle’s completion as well as cost• Ensured best client experience at all times… Show more • Managed client experience while their vehicle is in service from beginning to end by serving as a liaison between the technician and client• Worked collaboratively with a team of technicians and porters to dispatch and prioritize work in the short and long-term• Communicated with the client regarding any recommendations for additional work and how this may affect the timeline of the vehicle’s completion as well as cost• Ensured best client experience at all times. Excelling at this lead to maintenance of long-term, high-profile client relationships and subsequent repeated business• Forecasted monthly profit achievement through prior data analysis and analysis of current market conditions• Met monthly and yearly sales/profit goals by managing costs and improving sales• Was awarded employee of the year by my peers in 2021. The award is given to individuals who exceed customer expectations, prioritize continuous improvement, work passionately with their team, and embrace change Show less
  • Park Place Dealerships
    Parts Specialist At Mclaren Houston
    Park Place Dealerships Jun 2019 - Dec 2019
    Houston, Texas, United States
    (McLaren Houston sold to Indigo Auto Group in December 2019. No break in employment)• Headed all parts department operations upon promotion into role from General Manager. This included forecasting inventory needs based on prior data analysis as well as placing the orders for needed parts• Assisted Service Director with fixed operations management when needed. This included analysis of tech productivity to forecast shop capacityThis role was performed concurrently with… Show more (McLaren Houston sold to Indigo Auto Group in December 2019. No break in employment)• Headed all parts department operations upon promotion into role from General Manager. This included forecasting inventory needs based on prior data analysis as well as placing the orders for needed parts• Assisted Service Director with fixed operations management when needed. This included analysis of tech productivity to forecast shop capacityThis role was performed concurrently with the role below Show less
  • Park Place Dealerships
    Lot Manager / Creative Media Specialist At Mclaren Houston
    Park Place Dealerships Aug 2018 - Dec 2019
    Houston, Texas, United States
    • Oversaw all vehicles in and around dealership; ensuring all vehicles met the McLaren standards to be taken home by clients• Photographed and posted all inventory vehicles for sale online and photographed for marketing purposes resulting in increased sales• Worked with marketing team to predict buying trends and put together marketing material for these initiatives

Travis Robertson Education Details

Frequently Asked Questions about Travis Robertson

What company does Travis Robertson work for?

Travis Robertson works for Helium Capital

What is Travis Robertson's role at the current company?

Travis Robertson's current role is Senior Associate.

What is Travis Robertson's email address?

Travis Robertson's email address is tr****@****cap.com

What schools did Travis Robertson attend?

Travis Robertson attended Rice University, University Of Houston, Strake Jesuit College Preparatory.

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