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Travis Kania, Bankers Life Agent 1601 Belvedere Rd, Ste
301S Palm Beach Florida 33406
My name is
Travis P. Kania and I have strong educational background in retail financial
sales and Sales management. My expertise encompasses all aspects of investment
process, creating personalized financial strategies, and offering suitable
investment products to align with client financial goals and needs. I am
capable of prospecting and identifying new clients to drive sales of suitable
investment products and strategies. I am a reliable and intellectual associate
with strong abilities to maintain a pipeline of clients for investment
strategies by revamping investment proposals in line with financial
capabilities of clients while ensuring compliance with established policies and
procedures. I have a track record of providing outstanding services to clients
by interacting with them and fostering a comfortable environment to acquire
necessary details. I posses strong business acumen and innovative mindset: able
to educate and advise clients through the investment process.
Travis Chernichen, CFA, CAIA, Director, Fund Finance,
Europe at Wells Fargo, London, England, United Kingdom
https://uk.linkedin.com/in/travis-chernichen-cfa-caia-3a5b549