Travis Hall, Ctfa Email & Phone Number
@leaderbank.com
6 phones found area 603, 617, 980, and 866
LinkedIn matched
Who is Travis Hall, Ctfa? Overview
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Travis Hall, Ctfa is listed as Vice President at Leader Bank at Leader Bank, a company with 277 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at leaderbank.com, phone signal with area code 603, 617, 980, 866, and a matched LinkedIn profile for Travis Hall, Ctfa.
Travis Hall, Ctfa previously worked as Vice President at Leader Bank and Vice President at Leader Bank. Travis Hall, Ctfa holds Ba, Political Science And English from University Of New Hampshire.
Email format at Leader Bank
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AeroLeads found 1 current-domain work email signal for Travis Hall, Ctfa. Compare company email patterns before reaching out.
About Travis Hall, Ctfa
Travis Hall is a Certified Trust & Financial Advisor highly skilled in financial services, product knowledge and strategic planning for his clients. Travis serves as a leader in business development, private banking and as a trusted liaison in community philanthropic involvement. A former investment specialist, Travis has worked for more than a decade with high-value clients specializing in relationship-based banking. Currently Travis is Vice President with Elevate Banking at Leader Bank.
Listed skills include Banking, Investments, Financial Services, Private Banking, and 15 others.
Travis Hall, Ctfa's current company
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Travis Hall, Ctfa work experience
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Vice President
CurrentRelationship Banking Officer
The Relationship Banking Officer for Admirals Bespoke Banking provides a concierge-style of banking to affluent private-bank clients in Massachusetts. Bespoke banking is a custom-tailored platform designed to provide exceptional service for clients deposit and lending needs. We bring the bank to you. Our focus is to develop our network of business.
Personal Banker
As Personal Banker and Assistant Manager of First Republic Bank in Boston, helped develop a new business plan and implemented new strategies in service and sales development. Through emphasis on relationship-based private banking model helped strengthen the sales growth of the office while focusing on the coaching and strategic planning enhancements of the.
Premier Banking Relationship Manager
Assisted in launching a pilot program that focused on personalized relationship-based banking for mass affluent clients.Focus was to provide customized financial solutions in the areas of account management, personal banking and lending as well as guidance in providing investment consultations with CCO Investments. Developed workshops for program.
Client Manager
Worked as a client manager for mass affluent clients of Premier Bank division of Bank of America. Provided client list of approximately 600 clients with direct service and sales guidance.In limited time achieved high ranking status building referrals, investment growth and credit/lending sales for the group.
Financial Representative
Provided investment guidance for brokerage, retirement and institutional clientele of Fidelity Investments. Provided portfolio management, service and guidance for clients. Worked as operations manager for sales office and developed presentation skills by providing on-site and off-site seminars and workshops for prospects and businesses.
Colleagues at Leader Bank
Other employees you can reach at leaderbank.com. View company contacts for 277 employees →
Nancy Ruderman
Colleague at Leader Bank
Woburn, Massachusetts, United States, United States
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TB
Talia Bashan
Colleague at Leader Bank
Everett, Massachusetts, United States, United States
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JF
John Fanciullo
Colleague at Leader Bank
Arlington, Massachusetts, United States, United States
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DF
Dave Frechette
Colleague at Leader Bank
Holden, Massachusetts, United States, United States
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KG
Kevin Greeley
Colleague at Leader Bank
Arlington, Massachusetts, United States, United States
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PM
Paul Mitchell
Colleague at Leader Bank
Belmont, Massachusetts, United States, United States
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MC
Melanie Cadavid
Colleague at Leader Bank
United States, United States
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GM
Gerry Mccarthy
Colleague at Leader Bank
Medfield, Massachusetts, United States, United States
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SB
Steven Bylund
Colleague at Leader Bank
Auburn, Massachusetts, United States, United States
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JK
Jonathan Knight
Colleague at Leader Bank
Bridgewater, Massachusetts, United States, United States
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Travis Hall, Ctfa education
Frequently asked questions about Travis Hall, Ctfa
Quick answers generated from the profile data available on this page.
What company does Travis Hall, Ctfa work for?
Travis Hall, Ctfa works for Leader Bank.
What is Travis Hall, Ctfa's role at Leader Bank?
Travis Hall, Ctfa is listed as Vice President at Leader Bank at Leader Bank.
What is Travis Hall, Ctfa's email address?
AeroLeads has found 1 work email signal at @leaderbank.com for Travis Hall, Ctfa at Leader Bank.
What is Travis Hall, Ctfa's phone number?
AeroLeads has found 6 phone signal(s) with area code 603, 617, 980, 866 for Travis Hall, Ctfa at Leader Bank.
Where is Travis Hall, Ctfa based?
Travis Hall, Ctfa is based in Boston, Massachusetts, United States while working with Leader Bank.
What companies has Travis Hall, Ctfa worked for?
Travis Hall, Ctfa has worked for Leader Bank, Admirals Bank, First Republic Bank, Citizens Bank, and Bank Of America.
Who are Travis Hall, Ctfa's colleagues at Leader Bank?
Travis Hall, Ctfa's colleagues at Leader Bank include Nancy Ruderman, Talia Bashan, John Fanciullo, Dave Frechette, and Kevin Greeley.
How can I contact Travis Hall, Ctfa?
You can use AeroLeads to view verified contact signals for Travis Hall, Ctfa at Leader Bank, including work email, phone, and LinkedIn data when available.
What schools did Travis Hall, Ctfa attend?
Travis Hall, Ctfa holds Ba, Political Science And English from University Of New Hampshire.
What skills is Travis Hall, Ctfa known for?
Travis Hall, Ctfa is listed with skills including Banking, Investments, Financial Services, Private Banking, Finance, Mortgage Lending, Loans, and Series 63.
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