Travis Abramson

Private Banking Relationship Officer at Numerica Credit Union

Travis Abramson has a diverse work experience in various industries. Travis is currently working as a Small Business Relationship Officer II at Numerica Credit Union since May 2021. Prior to that, they worked at KeyBank from June 2013 to April 2021, where they held the position of AVP, Licensed Branch Manager. In this role, Travis was responsible for sales-focused initiatives, training, coaching, and client satisfaction. Travis achieved notable accomplishments such as being a top performer in consumer lending production and investment revenue.

Before joining KeyBank, Travis worked as a Financial Advisor at Pacific Capital Resource Group from July 2012 to April 2013. During this time, they successfully generated leads and provided comprehensive financial services to clients in order to help them meet their long-term financial goals.

Travis started their career as a Research Analyst at PENN, SCHOEN & BERLAND ASSOCIATES, LLC from June 2010 to August 2011. In this role, they assisted in the development of a $1.3 million study for Microsoft, utilizing group collaboration to achieve project objectives.

Overall, Travis Abramson has showcased their skills in relationship management, sales, financial planning, and research throughout their career.

Travis Abramson obtained a Bachelor's degree in Economics & Financial Markets from Washington State University, where they studied from 2007 to 2011. Additionally, they received certifications in Series 7 from FINRA in July 2012. Travis also has a Series 63 certification from FINRA, although the specific month and year of obtaining this certification are not provided.

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Timeline

  • Private Banking Relationship Officer

    June 1, 2024 - present

  • Small Business Relationship Officer II

    May, 2021