Travis Sullivan Email and Phone Number
Travis Sullivan work email
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Travis Sullivan personal email
Travis Sullivan is a Financial Services Representative at Charles Schwab. He possess expertise in crm integration, crm databases, microsoft office, powerpoint, crm and 8 more skills.
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Financial Services RepresentativeCharles SchwabDallas, Tx, Us
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Sales ConsultantSouthern Glazer'S Wine & Spirits Dec 2021 - Oct 2024Miami, Florida, Us• Managed a portfolio of 100+ brands across East Dallas, Fort Worth, and North Dallas.• Achieved year-over-year growth, generating $1M+ in annual revenue. • Consistently recognized for excellence, earning President’s Club honors, in 32 of 34 months -
Registered RepresentativeEquitable Advisors Oct 2020 - May 2021• Secured General, Life, and Health Insurance Licenses; studied for Series 7 certification. • Built strong client relationships through personalized financial planning and advising. -
Client AssociateRbc Wealth Management Aug 2018 - Dec 2019Toronto, Ontario, Ca -
InternDallas Stars Aug 2016 - Dec 2016Frisco, Tx, Us• Supported client retention through demographic and market research analysis• Executed high-impact advertising campaigns for corporate sponsors. • Organized data management systems, streamlining client information retrieval. -
Fulfillment Operations AssociateAmazon Logistics May 2016 - Aug 2016• Completed large-scale order processing and fulfillment to ensure timeliness of deliveries to the greater North Texas area• Sustained individual and organizational quality assurance through process improvement and supply chain efficiency
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Cost AnalystTexas Christian University - M.J. Neeley School Of Business Aug 2014 - May 2015Fort Worth, Tx, Us• Managed payroll and faculty travel budgets for the business school.• Processed and reconciled invoices to support daily operations.• Facilitated study abroad enrollment and tuition payments. -
InternshipRbc Wealth Management May 2014 - Aug 2014Toronto, Ontario, Ca• Designed a wealth manager database utilized firm wide, improving internal efficiency• Provided support in retirement income planning and CRM software training.• Gained advanced proficiency in Microsoft Office and CRM tools.
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InternUt Southwestern Medical Center May 2012 - Aug 2012Dallas, Texas, Us• Assisted in collecting experiment samples and gathering results • Assisted with equipment changing and software usage
Travis Sullivan Skills
Travis Sullivan Education Details
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Texas Christian UniversityFinance
Frequently Asked Questions about Travis Sullivan
What company does Travis Sullivan work for?
Travis Sullivan works for Charles Schwab
What is Travis Sullivan's role at the current company?
Travis Sullivan's current role is Financial Services Representative.
What is Travis Sullivan's email address?
Travis Sullivan's email address is tr****@****rbc.com
What schools did Travis Sullivan attend?
Travis Sullivan attended Texas Christian University.
What skills is Travis Sullivan known for?
Travis Sullivan has skills like Crm Integration, Crm Databases, Microsoft Office, Powerpoint, Crm, Research, Data Analysis, Social Media, Microsoft Excel, Access, Outlook, Marketing.
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