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Travis Sullivan Email & Phone Number
Financial Services Representative
at
Charles Schwab
1 work email found
@rbc.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Services Representative
Location
Dallas, Texas, United States
Who is Travis Sullivan? Overview
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Quick answer
Travis Sullivan is listed as Financial Services Representative at Charles Schwab, based in Dallas, Texas, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Travis Sullivan.
Travis Sullivan previously worked as Sales Consultant at Southern Glazer'S Wine & Spirits and Registered Representative at Equitable Advisors. Travis Sullivan holds Bachelor Of Science - Bs, Economics, Finance from Texas Christian University.
Company email context
Email format at Charles Schwab
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{first}.{last}@rbc.com
86% confidence
AeroLeads found 1 current-domain work email signal for Travis Sullivan. Compare company email patterns before reaching out.
Profile bio
About Travis Sullivan
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.
Listed skills include Crm Integration, Crm Databases, Microsoft Office, Powerpoint, and 9 others.
Current workplace
Travis Sullivan's current company
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9 roles
Travis Sullivan work experience
A career timeline built from the work history available for this profile.
Sales Consultant
• 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
Dec 2021 - Oct 2024
Registered Representative
• Secured General, Life, and Health Insurance Licenses; studied for Series 7 certification. • Built strong client relationships through personalized financial planning and advising.
Oct 2020 - May 2021
Client Associate
Aug 2018 - Dec 2019
Intern
• 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.
Aug 2016 - Dec 2016
Fulfillment Operations Associate
Amazon Logistics
• 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
May 2016 - Aug 2016
Cost Analyst
• 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.
Aug 2014 - May 2015
Internship
• 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.
May 2014 - Aug 2014
Intern
• Assisted in collecting experiment samples and gathering results • Assisted with equipment changing and software usage
May 2012 - Aug 2012
1 education record
Travis Sullivan education
-
Texas Christian University
FAQ
Frequently asked questions about Travis Sullivan
Quick answers generated from the profile data available on this page.
What company does Travis Sullivan work for?
Travis Sullivan works for Charles Schwab.
What is Travis Sullivan's role at Charles Schwab?
Travis Sullivan is listed as Financial Services Representative at Charles Schwab.
What is Travis Sullivan's email address?
AeroLeads has found 1 work email signal at @rbc.com for Travis Sullivan at Charles Schwab.
Where is Travis Sullivan based?
Travis Sullivan is based in Dallas, Texas, United States while working with Charles Schwab.
What companies has Travis Sullivan worked for?
Travis Sullivan has worked for Charles Schwab, Southern Glazer'S Wine & Spirits, Equitable Advisors, Rbc Wealth Management, and Dallas Stars.
How can I contact Travis Sullivan?
You can use AeroLeads to view verified contact signals for Travis Sullivan at Charles Schwab, including work email, phone, and LinkedIn data when available.
What schools did Travis Sullivan attend?
Travis Sullivan holds Bachelor Of Science - Bs, Economics, Finance from Texas Christian University.
What skills is Travis Sullivan known for?
Travis Sullivan is listed with skills including Crm Integration, Crm Databases, Microsoft Office, Powerpoint, Crm, Research, Data Analysis, and Social Media.
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