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@metlife.com
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1 phone found area 212
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LinkedIn matched
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Travis Thomas is listed as Data-Driven Finance Professional | Actively Seeking International Growth in Global Finance based in Memphis, Tennessee, United States. AeroLeads shows a work email signal at metlife.com, phone signal with area code 212, and a matched LinkedIn profile for Travis Thomas.
Travis Thomas previously worked as Financial Advisor at Metlife Financial Group Of The South and Financial Advisor at Edward Jones. Travis Thomas holds Master Of Science (M.S.), Finance - Corporate Finance, 3.9 from University Of Alabama.
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AeroLeads found 2 current-domain work email signals for Travis Thomas. Compare company email patterns before reaching out.
Data-driven Finance Professional with over 7 years experience in commercial banking. Leveraged a data-driven approach to analyze portfolio performance and risk. I am skilled in financial modeling and data visualization. I am eager to leverage my financial acumen, data skills, and global perspectives gained through travel across Europe, Asia, and the Middle East to contribute to a dynamic international finance role.
Listed skills include Finance, Financial Analysis, Strategic Planning, Financial Modeling, and 43 others.
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Birmingham, Alabama Area
• Created comprehensive asset management plans utilizing investment and insurance products for clients with investable net worth of $250,000 and above• Developed and executed business development strategy to acquire and retain clients• Booked 5-10 prospect meetings per week through networking and active prospecting• Researched , created, and presented investment presentations for prospective clients
Birmingham, Alabama Area
• Identified and developed portfolio solutions utilizing stocks, bonds, and mutual funds for individual investors with investable net worth above $100,000• Conducted comprehensive portfolio reviews and fact finding to evaluate portfolio alignment with client objectives and financial needs• Earned Edward Jones “Triple Crown” award for commissions produced, prospects contacted, and appointments set during training • Passed Series 7 and Series 66 regulatory exams
Birmingham, Alabama Area
•Using prior year revenues, established quarterly and annual sales plans to meet local operational and corporate growth plans.•Monitored local market trends to identify growth opportunities within aligned territory.•Responsible for annual revenues of approximately $8 million across 40-50 medium to large business accounts.
Irving, Texas
•Managed diverse territories in Mississippi, Florida, Texas, Montana, and Oregon consisting of small and medium business accounts•Responsible for annual revenues of approximately $4 million
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Travis Thomas is listed as Data-Driven Finance Professional | Actively Seeking International Growth in Global Finance.
AeroLeads has found 2 work email signals at @metlife.com for Travis Thomas.
AeroLeads has found 1 phone signal(s) with area code 212 for Travis Thomas.
Travis Thomas is based in Memphis, Tennessee, United States.
Travis Thomas has worked for Metlife Financial Group Of The South, Edward Jones, and Fedex Services.
You can use AeroLeads to view verified contact signals for Travis Thomas, including work email, phone, and LinkedIn data when available.
Travis Thomas holds Master Of Science (M.S.), Finance - Corporate Finance, 3.9 from University Of Alabama.
Travis Thomas is listed with skills including Finance, Financial Analysis, Strategic Planning, Financial Modeling, Pricing, Microsoft Office, Equities, and Valuation.
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