Jeremy Travis
Portefeuillebeheerder-Aandelen bij Capital Advisors, Inc. (Oklahoma)
Profiel
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.
Actieve functies van Jeremy Travis
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-02-2018 |
Opleiding van Jeremy Travis
| Northeastern State University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
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Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 1 |
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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 |
