Jeremy Travis
Gestor de Cartera-Acciones en Capital Advisors, Inc. (Oklahoma) .
Perfil
Mr. Jeremy Travis is a Vice President & Wealth Advisor at Capital Advisors, Inc. (Oklahoma).
He focuses on wealth management, client service and business development.
He joined Capital Advisors with over 20 year of experience as a manager within the healthcare industry.
He was graduated from Northeastern State University with a degree in Business Administration.
Cargos activos de Jeremy Travis
| Empresas | Cargo | Inicio |
|---|---|---|
Capital Advisors, Inc. (Oklahoma)
 Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Gestor de Cartera-Acciones | 01/02/2018 |
Formación de Jeremy Travis.
| Northeastern State University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas relacionadas
| Empresas privadas | 1 |
|---|---|
Capital Advisors, Inc. (Oklahoma)
Capital Advisors, Inc. (Oklahoma) Investment ManagersFinance Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities. | Finance |
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