Travis Soto

Chief Financial Officer at Optum Bank

Travis Soto has a diverse and extensive work experience in the finance and banking industry. Travis started their career as a Risk Manager at JPMorgan Chase in 1997. Travis then worked as the Assistant Treasurer and Manager of Investor Relations at Tenfold Corporation, where they managed global cash management and developed investor communications. Travis went on to serve as Treasurer at Merrick Bank, taking responsibility for all treasury functions and actively managing the bank's balance sheet.

In 2014, Travis joined Utah Educational Savings Plan (UESP) as the Senior Director of Financial Operations & Technology, overseeing the finance, investments, information technology, and customer care teams. Travis later joined Green Dot Corporation as the Vice President of Payment Operations, where they developed and executed a payment operations strategy for the company and managed relationships with third-party partners.

Travis has also served as Treasurer at EnerBank USA, where they managed treasury functions for a $2.5 billion industrial bank focused on home improvement lending. Travis then joined LCA Bank Corporation as the Chief Financial Officer and Treasurer, responsible for accounting, treasury, financial reporting, and risk management activities.

Currently, Travis is the Chief Financial Officer of Optum Bank, a $16 billion industrial bank subsidiary of a Fortune 5 company. In this role, they chair the Bank's Asset Liability Management Committee and provides leadership and coordination for all financial planning, reporting, budget development, investment portfolio management, and financial reporting.

Throughout their career, Travis has showcased strong leadership skills and expertise in financial operations, risk management, treasury functions, and strategic planning.

Travis Soto pursued their education in a chronological manner. Travis began their academic journey by attending the University of Utah - David Eccles School of Business from 1989 to 1994. During this time, they earned a Bachelor of Arts (BA) degree with a focus on Finance.

After completing their undergraduate studies, Travis Soto enrolled at the Thunderbird School of Global Management in 1994, where they pursued a Master of Business Administration (MBA) degree in International Management. Their time at Thunderbird lasted until 1995, where they further developed their expertise in the field.

Additionally, Travis Soto attained certifications to enhance their professional profile. In 2002, they received certification as a Certified Treasury Professional (CTP) from the Association for Financial Professionals (AFP). The following year, in 2003, they acquired the Accredited ACH Professional (AAP) certification from the National Automated Clearing House Association (NACHA).

Based on the provided information, it can be concluded that Travis Soto has a solid educational foundation in Finance and International Management, supplemented by valuable certifications obtained throughout their career.

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Timeline

  • Chief Financial Officer

    February, 2022 - present