Summary
Overview
Work History
Education
Skills
Timeline
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Travis Evans

Carlsbad

Summary

While holding an extremely deep-rooted passion for the financial markets, technical analysis, investing as well as trading, the goal is to strive to achieve an exceptional interpersonal connection in every aspect of customer interactions while maintaining an immaculate avidity for the product being distributed.

Overview

7
7
years of professional experience

Work History

Client Relationship Consultant III

U.S. Bank
08.2021 - Current
  • Surpassed all metric goals for 2022 and 2023
  • First person in company to complete SIE outside of a sponsored study cohort
  • Open/maintenance business, consumer, trust accounts and IRA's
  • Open loans, Home equity lines of credit, and other revolving credit lines
  • 100% in client interaction surveys 2022 and 2023
  • One of top referring bankers to wealth management in coastal district
  • Served as ambassador to train management and employees during Union bank acquisition
  • Understanding of providing excellent customer service to affluent clients of Encinitas/Rancho Santa Fe region.



Financial Market Trader

Self-Employeed
03.2017 - Current
  • 6 years trading experience
  • actively trading equity options as well as cryptocurrencies
  • Excellent risk management skills
  • Discovers favorable risk/reward scenarios
  • Deep understanding of Tradingview charting platform
  • Immensely passionate about all things trading/investing while possessing an intense dedication to becoming the best trader I can possibly be

Education

Bachelor of Arts - Economics

California State University San Marcos
San Marcos
05.2021

Associate of Arts - Economics

Mira Costa College
Cardiff, CA
12.2018

Skills

  • 6 years experience on Tradingview platform
  • Deep understanding involving technical analysis of financial markets
  • Six years of experience trading stocks, options, and cryptocurrencies
  • 13 years of customer service experience
  • Completed SIE exam May 1st 2024
  • Works extremely well under pressure as well as in fast paced environments
  • Outgoing with powerful interpersonal skills
  • Exceptionally responsible and organized
  • Strong mathematical aptitude
  • Proficient Microsoft Word skills
  • Excels in verbal as well as written communication

Timeline

Client Relationship Consultant III

U.S. Bank
08.2021 - Current

Financial Market Trader

Self-Employeed
03.2017 - Current

Bachelor of Arts - Economics

California State University San Marcos

Associate of Arts - Economics

Mira Costa College

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Travis Evans