Envestnet
Travis Paquette is an experienced professional in client service management, currently serving as Client Service Manager in Key Account Management at Envestnet, Inc. since December 2014. In this role, Travis focuses on establishing strong relationships with institutional clients, addressing problems proactively, and implementing effective solutions. Prior to this, Travis was the Manager of Institutional Client Support, supervising client relations and managing a team to meet service objectives. Travis's career includes a significant tenure at State Street from November 2005 to December 2014, where responsibilities included overseeing enhanced custody operations, managing equity financing, and developing procedures for revenue growth. Travis holds a Bachelor of Science in Finance from Merrimack College.
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