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@wealthspire.com
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1 phone found area 512
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LinkedIn matched
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Travis Walters is listed as Senior Client Operations Associate at Wealthspire Advisors, a company with 112 employees, based in Brooklyn, New York, United States. AeroLeads shows a work email signal at wealthspire.com, phone signal with area code 512, and a matched LinkedIn profile for Travis Walters.
Travis Walters previously worked as Client Operations Specialist at Wealthspire Advisors and Auditor at Special Funds Conservation Committee. Travis Walters holds Bachelor Of Arts - Ba, Political Science And Government from State University Of New York College At Buffalo.
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AeroLeads found 1 current-domain work email signal for Travis Walters. Compare company email patterns before reaching out.
I am an adaptive financial services professional with demonstrated history of maintaining relationships with internal and external partners and supporting operational processing. I have knowledge of current regulations, investment and banking products, policies and procedures. I am a trustworthy administrator adept at handling high volume of confidential client inquiries, facilitating accurate transfers of funds and securities, and providing premier operational services to financial advisors. I am able to multitask, maintain accuracy and juggle competing priorities in client-facing roles. I am recognized for clear, consistent cross-departmental communication and adaptability in dynamic, technology-based environments. I am deadline-driven with outstanding time management and organizational skills. I am willing to pursue Series 7 and 66 (or 63/65) licenses as well as notary. Core CompetenciesCompliance Standards • Research • Account Onboarding • Account Record Processing & Maintenance Technology Implementation • Account Inquiries • Account Documentation • Funds & Securities Transfers Trades • ACH, Check & Wire Processing • Issue Resolution & Escalation
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A career timeline built from the work history available for this profile.
New York, New York, United States
Utilize automated customer account transfer services (ACAT), Depository Trust Company (DTC), and deposit and withdrawals at custodians (DWAC) to facilitate daily transfers of stocks and bonds valued at eight-figure dollars across financial institutions. Prepare client documentation for alternative investments and hedge funds, initiating capital calls upon.
New York, New York, United States
Leveraged relationships to pilot rapid client account openings and quick cash investment with major custodians, including Schwab & Fidelity, and directed funding process using cash or securities for 200+ daily transactions ranging from six-figure dollars to eight-figure dollars. Assembled and expedited client forms, including new account documents.
New York, New York, United States
Audited files for irregularities, fraud, and potential subrogation and collaborated with private investigators to verify claims. Led negotiations with claimants, doctors, and hospitals regarding monetary settlements and hospital bills. Provided timely communication with injured workers, witnesses, employers, and third-party insurers to assess compensation.
Other employees you can reach at wealthspire.com. View company contacts for 112 employees →
Michael Del Priore
Colleague at Wealthspire Advisors
Milwaukee, Wisconsin, United States, United States
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Tierney Henderson
Colleague at Wealthspire Advisors
San Francisco Bay Area, United States
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Razi Hecht, Cfp®
Colleague at Wealthspire Advisors
Delafield Town, Wisconsin, United States, United States
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Uliana Michaelis, Cfp®
Colleague at Wealthspire Advisors
New York City Metropolitan Area, United States
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JG
Julie Grove
Colleague at Wealthspire Advisors
Richmond, Virginia, United States, United States
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Tim C.
Colleague at Wealthspire Advisors
San Rafael, California, United States, United States
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Dylan Mills
Colleague at Wealthspire Advisors
Glen Allen, Virginia, United States, United States
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AM
Andrew Macaleer, Cfa
Colleague at Wealthspire Advisors
New York, New York, United States, United States
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Charles Meixelsperger
Colleague at Wealthspire Advisors
Greater Madison Area, United States
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AW
Alyson Woolbright, Fpqp®
Colleague at Wealthspire Advisors
New York City Metropolitan Area, United States
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Quick answers generated from the profile data available on this page.
Travis Walters works for Wealthspire Advisors.
Travis Walters is listed as Senior Client Operations Associate at Wealthspire Advisors.
AeroLeads has found 1 work email signal at @wealthspire.com for Travis Walters at Wealthspire Advisors.
AeroLeads has found 1 phone signal(s) with area code 512 for Travis Walters at Wealthspire Advisors.
Travis Walters is based in Brooklyn, New York, United States while working with Wealthspire Advisors.
Travis Walters has worked for Wealthspire Advisors and Special Funds Conservation Committee.
Travis Walters's colleagues at Wealthspire Advisors include Michael Del Priore, Tierney Henderson, Razi Hecht, Cfp®, Uliana Michaelis, Cfp®, and Julie Grove.
You can use AeroLeads to view verified contact signals for Travis Walters at Wealthspire Advisors, including work email, phone, and LinkedIn data when available.
Travis Walters holds Bachelor Of Arts - Ba, Political Science And Government from State University Of New York College At Buffalo.
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