Travis Boren Email and Phone Number
With over 21 years of service at Fidelity Investments, my journey from Managing Director to Client Relations Specialist has been driven by a commitment to excellence in retirement plan management. At the core of my professional ethos is an unwavering dedication to client retention, evidenced by a stellar 99% year-over-year retention rate and multiple service awards. Our team’s efforts have culminated in the lowest deconversion rates in our department's history, a testament to our collaborative spirit and strategic prowess.My expertise in plan design and business consulting, coupled with my ability to build strategic relationships, has proven essential in navigating the complexities of 401(k) management. We've successfully increased survey responses by 150%, a clear indicator of improved client engagement and confidence among plan sponsors. Fluent in Spanish, I also bring a global perspective to our customer relations, enhancing our team's ability to connect with a diverse clientele and drive sustained business growth.
Seacrest Wealth Management
View- Website:
- seacrestwmclients.com
- Employees:
- 54
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Retirement Plan ManagerSeacrest Wealth Management Oct 2022 - PresentRoanoke, Texas, United States -
Managing DirectorFidelity Investments Apr 2012 - Jun 2021Westlake, TxDuring my tenure as managing director, I oversaw 100 401k primary accounts with a cumulative value of over $800M. My regular responsibilities included: Offering on-site review for plan sponsorsBuilding strategic relationships and open lines of communicationFulfilling service obligationsConducting training and mentoring in finance industry best practices and customer serviceThe following achievements mark my time in this role:☑Receiving recognition and awards, including the “Outstanding Service Award,” “Best Teammate Award,” ☑Earned 4 “Outstanding” performance reviews.☑Achieving 99% retention, year-over-year to accomplish the department’s lowest deconversion rates.☑Increasing survey responses by 150%, receiving top box results. ☑Eliminating testing and operations failures. -
Service Delivery ManagerFidelity Investments Sep 2008 - Apr 2012Westlake, TxIn this role, I contributed to oversight of non-discrimination testing (NDT) and Form 5500 by establishing collaborative relationships to assist by:Performing NDT processesConsulting on issuesOffering filing supportResolving complicated NDT escalationsConducting complex Form 5500 auditsI contributed to departmental success by:☑Doubling satisfaction scores☑Increasing confidence among plan sponsors☑Improving client engagement -
Testing And Reporting AnalystFidelity Investments Mar 2000 - Aug 2008Westlake, TxAs a compliance specialist, I maintained a variety of NDT and Form 5500 responsibilities, including: Reporting resultsCorrecting test and operational failuresEnsuring ERISA, IRS, and DOL complianceResponding to audit inquiries -
Retirement Plan AdministratorCecilco 401K Managed Solutions Sep 1997 - Mar 2000Dallas, TxI offered 401k plan sponsor support through client communication in my plan administrator role, assisting with:Problem resolutionNDT processesForm 5500 preparationPlan health evaluation
Travis Boren Education Details
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Human Resources Management And Services
Frequently Asked Questions about Travis Boren
What company does Travis Boren work for?
Travis Boren works for Seacrest Wealth Management
What is Travis Boren's role at the current company?
Travis Boren's current role is Client Relations Specialist | MPA, Retirement Plan Management and Design.
What schools did Travis Boren attend?
Travis Boren attended Brigham Young University, Brigham Young University.
Who are Travis Boren's colleagues?
Travis Boren's colleagues are Ruben Cisneros, Cfp®, Juliana Evans, John Eduard Padunan, Darrell Stock, Edward M. Sullivan, Kenneth Metviner, Mark Fadling.
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Travis Boren
Keep Your People Safe And Informed | Verify Threats And Streamline CommunicationAustin, Texas Metropolitan Area4sicfitroundrock.com, dell.com, autoapprove.com, alertmedia.com -
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