Travis Moss
Senior Vice President/Investments - Stifel
- Role
- Senior Vice President Investments - Stifel at Stifel Financial Corp.
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Travis Moss
Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve…
Experience
Senior Vice President Investments - Stifel
Jan 2016 — Present · Dallas, TX, US
Wealth Advisory Services for middle market institutional, family offices, and high-net-worth individuals.
Education
Oklahoma State University
Bachelor of Science (BS), Finance, International Business, Commercial Bank Management
1994 — 1998
Skills
- Series 63
- Financial Reporting
- Investments
- Valuation
- Credit Analysis
- Strategic Financial Planning
- Financial Modeling
- Equities
- Financial Analysis
- Portfolio Management
- Mergers
- Asset Managment
- Corporate Finance
- Due Diligence
- Series 7
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