Travis Boren

Travis Boren Email and Phone Number

Managing Director at Fidelity Investments @ Fidelity Investments
boston, massachusetts, united states
Travis Boren's Location
Roanoke, Texas, United States, United States
Travis Boren's Contact Details

Travis Boren personal email

n/a
About Travis Boren

Travis Boren is a Managing Director at Fidelity Investments at Fidelity Investments. He possess expertise in customer service, process improvement, strategic planning, 401k, microsoft office and 15 more skills.

Travis Boren's Current Company Details
Fidelity Investments

Fidelity Investments

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Managing Director at Fidelity Investments
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Travis Boren Work Experience Details
  • Fidelity Investments
    Managing Director
    Fidelity Investments Apr 2012 - Present
    Responsible for maintaining relationships with 401k plan sponsors, providing service and support related to plan administration
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  • Fidelity Investments
    Service Delivery Manager
    Fidelity Investments Oct 2008 - Apr 2012
    Provided point of contact for Non-Discrimination Testing and Form 5500 Services, assisting 401k plan sponsors with problem resolution, plan design consultation, allocation guidance, and escalation resolution
    View
  • Fidelity Investments
    Compliance Services Consultant
    Fidelity Investments Mar 2000 - Oct 2008
    Provided non-discrimination tests and form 5500s to plan sponsors in order to maintain the qualified status of their 401k plans
    View

Travis Boren Skills

Customer Service Process Improvement Strategic Planning 401k Microsoft Office Series 63 Team Building Investments Leadership Project Management Incident Management Service Delivery Sla Problem Management Call Center Outsourcing Service Management Financial Services Offshoring Service Delivery Management

Travis Boren Education Details

Frequently Asked Questions about Travis Boren

What company does Travis Boren work for?

Travis Boren works for Fidelity Investments

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

Travis Boren's current role is Managing Director at Fidelity Investments.

What is Travis Boren's email address?

Travis Boren's email address is be****@****bal.net

What schools did Travis Boren attend?

Travis Boren attended Brigham Young University, Brigham Young University.

What are some of Travis Boren's interests?

Travis Boren has interest in Weight Training, Disc Golf, Reading, Hiking, Rollerblading, Running.

What skills is Travis Boren known for?

Travis Boren has skills like Customer Service, Process Improvement, Strategic Planning, 401k, Microsoft Office, Series 63, Team Building, Investments, Leadership, Project Management, Incident Management, Service Delivery.

Who are Travis Boren's colleagues?

Travis Boren's colleagues are Kevin Maher, Emily Barry, Preeta Pillai, Marty Sartin, Cfp®, Msfs, Gina Tandy (Cusano), Johnna Padvaiskas, Robert Curry.

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