Patricia A. TravisLydian Bank & Trust | About Us
...Patricia A. TravisExecutive Vice President, Director Patricia Travis joins Lydian Bank and Trust as Director of its new North Palm Beach County location.Patti is an accomplished Senior Banking Executive with over 30 years experience in the South Florida Wealth Market.
Patti's background includes extensive experience with Personal and Business Lending, Real Estate Financing, Traditional and Alternative Investments, Asset allocation and Risk Management, as well as Trust and Fiduciary Advisory. Prior to joining Lydian, Patti was a Director, Private Banker for The Citigroup Private Bank in Palm Beach Florida.She
was responsible for developing new client relationships and serving as a trusted, agnostic advisor to high-net worth clients by accessing the bank's Global Wealth Management resources and product offerings. Prior to Citigroup, Patti was a Vice President, Business Development Officer for JP Morgan Chase Private Bank where she originated an asset gathering strategy focused on targeting the credit needs of high-net worth clients.Patti previously served as Vice President, Jumbo Mortgage Loan Officer for Chase Personal Financial Services where she was tasked with originating, underwriting and closing jumbo and super jumbo residential mortgages. Patti
executive education attending advanced Private Bank Boot Camps at Chase Manhattan Bank, The Citigroup
Private Bank, and the London School of Economics
. Patti is a Trustee of the LIFE Foundation, a member of The Kravis Center's Development Committee, member of the Loxahatchee River Historical Society, and she is a past Vice-Regent of the Palm Beach Chapter Daughters of the American Revolution. She
holds Series 7, 63 & 65 licenses and a Florida Real Estate Associate License.