Travis Nelson is the VP and Head of Advisor Services at GeoWealth, a technology-driven platform tailored for Registered Investment Advisors. With a career spanning various roles in client service and operations, they previously served as the Director of Client Service and Operations at First Ascent Asset Management from 2017 to 2024. Travis holds a Bachelor of Science in Business Management from Colorado State University, earned in 2012, and completed their General Education at Fullerton College in 2007.
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