Travis Boren

Travis Boren Email and Phone Number

Client Relations Specialist | MPA, Retirement Plan Management and Design @ SeaCrest Wealth Management
purchase, new york, united states
Travis Boren's Location
Roanoke, Texas, United States, United States
About Travis Boren

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.

Travis Boren's Current Company Details
SeaCrest Wealth Management

Seacrest Wealth Management

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Client Relations Specialist | MPA, Retirement Plan Management and Design
purchase, new york, united states
Employees:
54
Travis Boren Work Experience Details
  • Seacrest Wealth Management
    Retirement Plan Manager
    Seacrest Wealth Management Oct 2022 - Present
    Roanoke, Texas, United States
  • Fidelity Investments
    Managing Director
    Fidelity Investments Apr 2012 - Jun 2021
    Westlake, Tx
    During 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 sponsorsBuilding strategic relationships and open lines of communicationFulfilling service obligationsConducting 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.
  • Fidelity Investments
    Service Delivery Manager
    Fidelity Investments Sep 2008 - Apr 2012
    Westlake, Tx
    In this role, I contributed to oversight of non-discrimination testing (NDT) and Form 5500 by establishing collaborative relationships to assist by:Performing NDT processesConsulting on issuesOffering filing supportResolving complicated NDT escalationsConducting complex Form 5500 auditsI contributed to departmental success by:☑Doubling satisfaction scores☑Increasing confidence among plan sponsors☑Improving client engagement
  • Fidelity Investments
    Testing And Reporting Analyst
    Fidelity Investments Mar 2000 - Aug 2008
    Westlake, Tx
    As a compliance specialist, I maintained a variety of NDT and Form 5500 responsibilities, including: Reporting resultsCorrecting test and operational failuresEnsuring ERISA, IRS, and DOL complianceResponding to audit inquiries
  • Cecilco 401K Managed Solutions
    Retirement Plan Administrator
    Cecilco 401K Managed Solutions Sep 1997 - Mar 2000
    Dallas, Tx
    I offered 401k plan sponsor support through client communication in my plan administrator role, assisting with:Problem resolutionNDT processesForm 5500 preparationPlan health evaluation

Travis Boren Education Details

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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