Head Of Operations
Current
Jan 2023 - Present
AeroLeads people directory · profile
Travis Grimm Email & Phone Number
Head of Operations at Atria Wealth Solutions
at
Atria Wealth Solutions
1 work email found
@peoplepc.com
2 phones found area 801
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Operations at Atria Wealth Solutions
Location
Sandy, Utah, United States
Who is Travis Grimm? Overview
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Quick answer
Travis Grimm is listed as Head of Operations at Atria Wealth Solutions at Atria Wealth Solutions, based in Sandy, Utah, United States. AeroLeads shows a work email signal at peoplepc.com, phone signal with area code 801, and a matched LinkedIn profile for Travis Grimm.
Travis Grimm previously worked as Head of Operations at Atria Wealth Solutions and Head of Program Management at Atria Wealth Solutions. Travis Grimm holds Mba, Information Systems Emphasis from University Of Utah - David Eccles School Of Business.
Company email context
Email format at Atria Wealth Solutions
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{first}{last}@peoplepc.com
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Profile bio
About Travis Grimm
With more than 20 years of experience in operations and technology in the wealth management industry, Travis specializes in effective, delivery-focused project management, detailed business analysis and due diligence, and efficient, scalable business processes design. Before joining Atria, Travis held several leadership roles within the client and advisor platform group at Morgan Stanley, including advisor analytics and business intelligence and digital client investing tools. Prior to his work with Morgan Stanley, Travis worked as an independent consultant to Broker-Dealers, Registered Investment Advisors, and Trust Companies, helping these firms design, develop and deploy integrated technology solutions for advisors, internal operations, executives, and clients. Travis also held several positions within Zions Bancorporation’s wealth management unit, Contango Capital Advisors, most recently as Chief Administration Officer.
Listed skills include Portfolio Management, Wealth Management, Investments, Management, and 23 others.
Current workplace
Travis Grimm's current company
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10 roles
Travis Grimm work experience
A career timeline built from the work history available for this profile.
Head Of Program Management
Head of Program Management at Atria Wealth Solutions, a modern wealth management solutions holding company launched in 2017. Travis is responsible for project management, business analysis and due diligence, and developing scalable business processes.
Nov 2017 - Jan 2023
Executive Director
Morgan Stanley
Responsible for overseeing and directing multiple technology projects to support an array of business operation across Morgan Stanley, including advisor platform analytics and reporting; direct-to-client investing tools and systems; and client advisory center business technology.
Sep 2014 - Oct 2017
President
Lightcap Business Solutions, Llc
Founded and ran boutique consulting firm catering to financial services, tech manufacturing and healthcare sectors, with a consulting focus on Salesforce system and process design, implementation and system integration to third-party systems.
Sep 2009 - Sep 2014
Chief Administration Officer
Contango Capital Advisors
Responsible for overseeing and managing strategic projects and initiatives of the firm.
Jun 2008 - Sep 2009
Director, Trading Execution And Performance Reporting
Contango Capital Advisors
Oversaw the production of portfolio management, rebalancing, trading, and performance reporting for more than 2,000 wealth management and trust company accounts.
Jun 2007 - Jun 2008
Project Manager
Contango Capital Advisors
Played key role in the design and implementation of a high-end, scalable infrastructure for a wealth management startup; including architecture design, vendor analysis, RFP and selection, system and data integration implementation, and process design and training.
Apr 2004 - May 2007
Project Manager
Managed call center technology and process improvement projects, including all phases of the software development, lifecycle and project management responsibilities; and was responsible for designing and implementing a management performance reporting application to track management performance across all levels of the call center organization.
Apr 2003 - Apr 2004
Trading Manager
Managed the qualification, allocation and marketing of equity and fixed income offerings, placing more than 50 primary and secondary offerings.
Aug 1999 - Apr 2003
Trader
Responsible for executing buy and sell orders for financial products on behalf of Morgan Stanley.
Apr 1999 - Aug 1999
3 education records
Travis Grimm education
Mba, Information Systems Emphasis
University Of Utah - David Eccles School Of Business
Bs, Finance
University Of Utah - David Eccles School Of Business
As, General Studies
Salt Lake Community College
FAQ
Frequently asked questions about Travis Grimm
Quick answers generated from the profile data available on this page.
What company does Travis Grimm work for?
Travis Grimm works for Atria Wealth Solutions.
What is Travis Grimm's role at Atria Wealth Solutions?
Travis Grimm is listed as Head of Operations at Atria Wealth Solutions at Atria Wealth Solutions.
What is Travis Grimm's email address?
AeroLeads has found 1 work email signal at @peoplepc.com for Travis Grimm at Atria Wealth Solutions.
What is Travis Grimm's phone number?
AeroLeads has found 2 phone signal(s) with area code 801 for Travis Grimm at Atria Wealth Solutions.
Where is Travis Grimm based?
Travis Grimm is based in Sandy, Utah, United States while working with Atria Wealth Solutions.
What companies has Travis Grimm worked for?
Travis Grimm has worked for Atria Wealth Solutions, Morgan Stanley, Lightcap Business Solutions, Llc, and Contango Capital Advisors.
How can I contact Travis Grimm?
You can use AeroLeads to view verified contact signals for Travis Grimm at Atria Wealth Solutions, including work email, phone, and LinkedIn data when available.
What schools did Travis Grimm attend?
Travis Grimm holds Mba, Information Systems Emphasis from University Of Utah - David Eccles School Of Business.
What skills is Travis Grimm known for?
Travis Grimm is listed with skills including Portfolio Management, Wealth Management, Investments, Management, Financial Services, Series 7, Asset Management, and Mutual Funds.
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