Travis Liedke, Crpc®

Travis Liedke, Crpc® Email and Phone Number

Legacy Solutions Sales Coach @ Advisor Legacy
Troy, MI, US
Travis Liedke, Crpc®'s Location
Troy, Michigan, United States, United States
Travis Liedke, Crpc®'s Contact Details

Travis Liedke, Crpc® work email

Travis Liedke, Crpc® personal email

n/a
About Travis Liedke, Crpc®

I am currently working full time at Key Management Group, a financial consulting company, in Troy, Michigan. Previous to my current position, I held a full time position at Quicken Loans as a Mortgage Banker in Detroit, Michigan. I graduated from Michigan State University with a Bachelor of Arts in Economics with a Business Cognate in May 2013.

Travis Liedke, Crpc®'s Current Company Details
Advisor Legacy

Advisor Legacy

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Legacy Solutions Sales Coach
Troy, MI, US
Website:
advisorlegacy.com
Employees:
9
Travis Liedke, Crpc® Work Experience Details
  • Advisor Legacy
    Legacy Solutions Sales Coach
    Advisor Legacy
    Troy, Mi, Us
    View
  • Advisor Legacy
    Valuation Analyst
    Advisor Legacy Jun 2022 - Present
    Troy, Michigan, United States
    View
  • Key Management Group
    Financial Analyst
    Key Management Group Jan 2015 - Jan 2023
    Troy, Michigan
    • Hold weekly strategy meetings with clients to discuss recommendations and advise in decision making • Designated Financial Analyst for company CFO• Analyze and evaluate client data and input in financial planning software • Responsible for drafting financial plans for clients based on data and strategy meetings • Assist in enhancing financial planning department processes • Train incoming financial planning analysts • Required to uphold financial advice compliance laws through FINRA, SEC and DOL
    View
  • Quicken Loans
    Mortgage Banker
    Quicken Loans Aug 2013 - Oct 2014
    Detroit, Michigan
    • Responsible for new business development, initiation of marketing/lead generation strategies and formulating strategic client relationships• Managed the entire mortgage cycle from application through closing and funding• Lead both internal and external sales efforts through personal involvement in generating client contacts, identifying customer needs, and proposing appropriate services and products• Evaluated market trends and implemented product positioning programs to ensure rapid market share and business growth • Established relationships within the community, and real estate community
    View

Travis Liedke, Crpc® Skills

Marketing Strategy Marketing Teamwork Team Leadership Microsoft Excel Social Networking Analytical Skills Access Public Speaking Stata Microsoft Access Supply Ordering Business Golf

Travis Liedke, Crpc® Education Details

  • Michigan State University
    Michigan State University
    Economics

Frequently Asked Questions about Travis Liedke, Crpc®

What company does Travis Liedke, Crpc® work for?

Travis Liedke, Crpc® works for Advisor Legacy

What is Travis Liedke, Crpc®'s role at the current company?

Travis Liedke, Crpc®'s current role is Legacy Solutions Sales Coach.

What is Travis Liedke, Crpc®'s email address?

Travis Liedke, Crpc®'s email address is tl****@****grp.com

What schools did Travis Liedke, Crpc® attend?

Travis Liedke, Crpc® attended Michigan State University.

What skills is Travis Liedke, Crpc® known for?

Travis Liedke, Crpc® has skills like Marketing Strategy, Marketing, Teamwork, Team Leadership, Microsoft Excel, Social Networking, Analytical Skills, Access, Public Speaking, Stata, Microsoft Access, Supply Ordering.

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