Vice President Of Alternative Investments@ Independent Financial Group, LLC
San Diego, California, United States
Travis Hicks
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San Diego State University
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FlashIntel GPTTravis Hicks is an experienced professional with 18.4 years of work experience in the financial industry. He specializes in series 7, real estate investment, due diligence, valuation, financial modeling, and financial analysis. Travis has held various positions at Independent Financial Group, LLC, including Vice President of Alternative Investments and Manager of Due Diligence. He also has experience as a Commercial Real Estate Consultant and Assistant Construction Manager at Lennar. Travis is skilled in strategic financial planning, investment strategies, and property management. He is based in the United States.
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About
Specialties: Series 7, 22, 24 & 66 Licenses; Real Estate Brokers License; Life Insurance License
Work Experience
Vice President Of Alternative Investments
Manager Due Diligence
Financial Services
Travis Hicks's Professional Milestones
- Vice President Of Alternative Investments (2014-07-01~2014-07-01): Developing and implementing strategic partnerships to drive growth in alternative investments, enhancing the company's financial performance and profitability
- Construction Manager - Internship (2005-06-01~2005-09-01): Successfully completed multiple construction projects on schedule and within budget, contributing to the company's success.
Education
Master Of Business Administration,
Masters
2011-2012Skill
Series 7
Real Estate Investment
Due Diligence
Valuation
Financial Modeling
Financial Analysis
Investments
Property Management
Real Estate
Mentoring
Strategic Financial Planning
Investment Strategies
Investment Properties
Mutual Funds
Real Estate Economics
Negotiation
Leases
Asset Management
Financial Services
Financial Advisory
Portfolio Management
Mortgage Lending
Structured Finance
Loans
Alternative Investments
Marketing
Commercial Real Estate
Securities
Financial Structuring
Private Equity
Strategic Planning
Series 63
Analysis
Finance
Risk Management
Retirement Planning
Insurance
Small Business
Wealth Management
Equities
Mergers And Acquisitions
Real Estate Development
Real Estate Transactions
Corporate Finance
Asset Allocation
Investment Advisory
Certification
Colleagues
Scott Davis, CPA MBA
Vice President Of Finance
Lukas Kaiser
Vice President Of Finance
Sarah Kreisman
Chief Legal Counsel | Vice President Compliance
Lauren Slater Goettsche
Vice President Of Operations
Travis Bator J.D., CFE™, CRCP®
Chief Compliance Officer
Other Named Travis Hicks
Frequently asked questions
We found 2 Travis Hicks's email addresses
We found 2 Travis Hicks's phone numbers
Travis Hicks's social media include: Linkedin,
Travis Hicks works for Independent Financial Group, LLC
Travis Hicks's role in Independent Financial Group, LLC is Vice President Of Alternative Investments
Travis Hicks works in the industry of Financial Services
Travis Hicks's colleagues are Scott Davis, CPA MBA,Lukas Kaiser,Sarah Kreisman
Travis Hicks's latest job experience is Vice President Of Alternative Investments at Independent Financial Group, LLC
Travis Hicks's latest education in San Diego State University
