With work experience over ten years, this professional is currently working at Tudor, Pickering, Holt & Co situated in 1314 as a Director. Travis received his education from 2006 to 2010 at the Texas A&M University - Mays Business School. Travis is a proven expert, that is proven by qualifications : Series 7, 63, 86, 87, Accredited Account Management Specialist, and College For Financial Planning. This professional is located in Chestertown, Maryland. To contact with Travis, you can search for their phone number or e-mail address or get full information by requesting access to Travis's additional details on this website.
Name variants:
Trav Bartlett
Last updated Jun 23, 2024
Contact Information
Last Update
Jul 10, 2022
Email
tr**@gmail.com, gv**@gmail.com
Location
Chestertown, MD
Company
Workplace
Colleagues
Work History
Associate
New York, NY
Carve out $100MM directional hedge fund with equity and debt investments across the energy, power, and infrastructure space ;
Researched and analyzed macro trends to formulate appropriate ...
Nov 1, 2013 — Oct 2015
Financial Services Professional
New York, NY
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
from Jul 2013
Financial Advisor
51 Madison Ave, New York, NY 10010
I am a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
from Jul 2013
Licensed Agent
51 Madison Ave, New York, NY 10010
I am an Agent licensed to sell insurance through New York Life Insurance Company.
from Jul 2013
Financial Services Professional
Dody Legacy Group provides quality financial strategies, insurance & financial products and services to businesses and individuals.
from Jul 2013
Research Associate
Houston, TX
Oilfield services equity research
Jul 2010 — Nov 2013
Financial Advisor
12555 Manchester Rd St, Louis, MO
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach...
Education
Jan 1, 2006 — 2010
1997 — 2000
1993 — 1997
upto
Occupations
Executive
Director
Analyst
Operations Manager
Analysts
Skills
Equity Research
Valuation
Investments
Financial Analysis
Financial Modeling
Hedge Funds
Bloomberg
Oil
Financial Reporting
Equity Valuation
Capital Markets
Upstream
Petroleum
Retirement Planning
Series 7
Wealth Management
Mutual Funds
Retirement
Investment Advisory
Asset Allocation
Fixed Annuities
Investment Strategies
Estate Planning
Series 63
Strategic Financial Planning
Financial Advisory
Portfolio Management
Iras
Securities
401K Rollovers
401K
Asset Managment
Wealth
Life Insurance
Equities
Bonds
Insurance
Pensions
Wealth Accumulation
Fixed Income
Long Term Care
Saving For Education
Financial Planners
Alternative Investments
Income Protection
Wealth Management Services
Investment Management
Finance
Financial Services
Risk Management
Roth Ira
Etfs
Finra
Series 65
Customer Service
Annuity Sales
Asset Protection
Small Business
401 Rollovers
Gifting Strategies
Protection Planning/Family Security
Key Person Protection
Legacies
Multi Generational Wealth Transfer
Multi Generational Planning
Succession Planning
FAQs about Travis Z Bartlett
What is the main profession of Travis Z Bartlett?
This professional's job is Director
What are the profession of Travis?
These person's professions are Executive and Director
Where does Travis Z Bartlett live?
Travis currently lives in Chestertown, Maryland.
Does the professional have the email address?
tr**@gmail.com and gv**@gmail.com is The expert's email address.
How many companies did Travis Z Bartlett work at?
The professional worked at ten jobs.
What education does Travis Z Bartlett have?
Travis studied at the Texas A&M University - Mays Business School from 2006 to 2010.
Are there any professional certifications Travis Z Bartlett has?
The expert received the following certifications: Series 7, 63, 86, 87, Accredited Account Management Specialist, and College For Financial Planning.
What is the industry that Travis Z Bartlett worked in?
This professional works in Financial Services industry.