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Travis Walters

Senior Client Operations Associate at Wealthspire Advisors

  • LinkedIn

Email Email: t****@wealthspire.com

phone noPhone Number: (***)-***-****

I am an adaptive financial services professional with demonstrated history of maintaining relationships with internal and external partners and supporting operational processing. I have k...

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WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

  • description Description
    Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with more than 270 associates serving clients from 18 offices in 10 states. With a strong commit...

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  • Employees count Employees 201-500
  • Revenue Revenue 250 Million to 500 Million
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Wealthspire Advisors Org Chart and Mapping

Employees

Charles Meixelsperger

Assistant Vice President, Investments

Kelly Crosby

Senior Office Coordinator

Marjorie Long

Client Services Advisor

Tim Talbott

Senior Advisor Associate

Eran Goudes

Senior Vice President

Cfp® Kimberly Magaha

Senior Vice President & Advisor at Wealthspire Advisors

Frequently Asked Questions Regarding Travis Walters

Answer: Travis Walters works for Wealthspire Advisors as Senior Client Operations Associate

Answer: Travis Walters’s role in Wealthspire Advisors is Senior Client Operations Associate

Answer: Travis Walters's email address is t***@gmail.com

Answer: Travis Walters's business email address is t****@wealthspire.com

Answer: Travis Walters’s direct phone number is (***)-***-****

Answer: Travis Walters works in the industry of: Financial Services

Answer: Travis Walters is the current Senior Client Operations Associate at Wealthspire Advisors.... Read More

Answer: Travis Walters works Wealthspire Advisors located at 1099 Milwaukee St, New York, 63122, United States

Answer: Wealthspire Advisors's Senior Client Operations Associate is Travis Walters

Answer: Travis Walters contact details:

  • Phone number  :  (***)-***-****
  • Email  :  t****@wealthspire.com

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