Travis Perez
About Travis Perez
Travis Perez is a Wealth Associate with a Bachelor of Science degree from UC Santa Barbara. He has previous experience working in customer service roles at Paintball USA and Starbucks, as well as an internship at Brown & Brown Insurance.
Current Role as Wealth Associate
Travis Perez currently holds the position of Wealth Associate. In this role, he is involved in providing financial guidance and support to clients, assisting them in managing their wealth effectively. His responsibilities include analyzing financial data, developing investment strategies, and maintaining client relationships.
Education and Expertise
Travis Perez earned a Bachelor of Science degree from the University of California, Santa Barbara, where he studied from 2011 to 2015. His academic background provides him with a strong foundation in financial principles and practices, which he applies in his current role as a Wealth Associate.
Professional Background
Travis Perez has a diverse professional background. He worked as a cashier at Paintball USA from 2010 to 2011, gaining customer service experience. He then served as a barista at Starbucks from 2013 to 2014, further developing his interpersonal skills. In 2015, he completed a five-month internship at Brown & Brown Insurance, focusing on employee benefits.
High School Education
Travis Perez attended Vasquez High School from 2007 to 2011. His high school education laid the groundwork for his future academic pursuits and career development.