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.