Travis Lockhart Cfa, Fpac

Travis Lockhart, CFA, FPAC, CTP has a diverse range of work experience. Travis is currently serving as the Senior Director of Finance at ProService Hawaii. In this role, they oversee the Finance department and is responsible for developing pricing strategies and driving growth and profitability.

Prior to their current role, Travis worked as the Director of Pricing and Risk Analytics at ProService Hawaii, where they led the Pricing and Sales Operations teams. Travis was responsible for assessing opportunity risks, developing pricing strategies, and creating proposals.

Travis also has experience in the education sector, having worked at the University of Phoenix as an Associate Faculty and Lead Faculty Area Chair. In these roles, they contributed to the development and implementation of educational programs.

Additionally, Travis has held managerial positions at Young Brothers Limited, CALIBRE Systems, Inc., DLT Solutions, K12, and Information Management Consultants. In these roles, they had responsibilities such as financial planning and analysis, business analytics, pricing, and performance measurement.

Travis began their professional career as a Marketing Intern at TCAssociates, where they provided support in proposal development and opportunity qualification.

Overall, Travis Lockhart has a strong background in finance, business analytics, and education, and has demonstrated their ability to drive growth and profitability throughout their career.

Travis Lockhart, CFA, FPAC, CTP, has a strong educational background in finance and business. Travis received their Bachelor of Science in Business with a major in Finance from Virginia Tech in 2009. Following their undergraduate studies, Travis pursued further education at Northeastern University, where they earned a Master of Science in Finance and a Master of Business Administration with a Finance Specialization from 2013 to 2016.

Continuing their professional development, Travis obtained several certifications to enhance their expertise. In 2011, they became a Certified Treasury Professional (CTP) through the Association for Financial Professionals. Three years later, in 2014, they received the Certified Corporate FP&A Professional (FP&A) designation from the same institution. Travis further expanded their knowledge by obtaining the prestigious Chartered Financial Analyst (CFA) designation from the CFA Institute in 2019.

Always committed to staying updated in their field, Travis pursued additional certifications in machine learning and data analytics. In 2023, they completed the Machine Learning for Investment Professionals, Statistics for Machine Learning for Investment Professionals, and Data and Statistics Foundation for Investment Professionals programs, all offered by the CFA Institute.

Travis Lockhart's education history and diverse certifications highlight their dedication to continuous learning and their expertise in finance and investment.