sales finance analysis and economics@ Zacks Investment Management
Kennesaw, Georgia, United States
Travis Steck
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Kennesaw State University
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Tell me more about Travis Steck?
FlashIntel GPTTravis Steck is a Relationship Manager at Fidelity Investments with 14.9 years of experience. He has a strong background in leadership, mortgage banking, credit analysis, and investments. Travis has worked at Zacks Investment Management and ETRADE from Morgan Stanley, where he held various roles in sales, finance, analysis, and economics. He also has experience as a Financial Consultant at ETRADE and as a Sales Associate at GE Financial Services. Travis is skilled in customer service, sales management, and loan origination. He is based in Kennesaw, Georgia.
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Emails and Phone Numbers
About
Relationship Manager at Fidelity Investments
Work Experience
sales finance analysis and economics
Vice President Of Sales
Financial Services
Travis Steck's Professional Milestones
- Loan Officer III | Indirect Marine Lending (2011-05-01~2015-04-01): Successfully managed lending operations in indirect marine lending, ensuring efficient lending service for investors.
- Relationship Manager (2016-05-01~2019-03-01): Driving successful relationships with clients through targeted marketing strategies and effective team collaboration.
Education
Financial Management,
Finance,
Bachelors,
Bachelor Of Business Administration,
Finance And Financial Management Services,
Finance And Economics
2004-01-01-2008-01-01Skill
Leadership
Mortgage Banking
Credit Analysis
Investments
Banking
Refinance
Credit Risk
Mortgage Lending
Credit
Consumer Lending
Finance
Landscaping
Customer Service
Loans
Woodworking
Commercial Banking
Sales Management
Loan Origination
Certification
Colleagues
Matthew Shell
Vice President, Tax Planning at Zacks Investment Management
Scott Schneider
Chief Marketing Officer
Gabe Szymarek
vice president southern united states | ria & family office
Tim Crawford
regional vice president at zacks investment management - southwest u s
Don Ralph
Chief Financial Officer
Other Named Travis Steck
Frequently asked questions
We found 3 Travis Steck's email addresses
We found 3 Travis Steck's phone numbers
Travis Steck's social media include: Linkedin,
Travis Steck works for Zacks Investment Management
Travis Steck's role in Zacks Investment Management is sales finance analysis and economics
Travis Steck works in the industry of Financial Services
Travis Steck's colleagues are Matthew Shell,Scott Schneider,Gabe Szymarek
Travis Steck's latest job experience is sales finance analysis and economics at Zacks Investment Management
Travis Steck's latest education in Kennesaw State University
