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This profile was last updated on 11/21/14  and contains information from public web pages and contributions from the ZoomInfo community.

Patricia A. Travis

Wrong Patricia A. Travis?

Senior Director

Local Address: West Palm Beach, Florida, United States
BNY Mellon Asset Management Limited
160 Queen Victoria Street
London EC4V 4LA
United Kingdom

Company Description: BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets. The company is a leading provider of...   more

Employment History

Board Memberships and Affiliations

20 Total References
Web References
Lydian Bank & Trust | About Us, 2 June 2008 [cached]
Patricia A. TravisExecutive Vice President, Director
Patricia A. ..., 3 Mar 2007 [cached]
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 received her 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.
>> Palm Beach Gardens-based Lydian ..., 3 May 2007 [cached]
>> Palm Beach Gardens-based Lydian Bank & Trust named Patricia A. Travis as its new director.Travis had been the private banking director of The Citigroup Private Bank in Palm Beach.
Patricia A. ..., 19 Nov 2013 [cached]
Patricia A. Travis Senior Director 3300 PGA Blvd, Second Floor Palm Beach Gardens, FL 33410 Phone: 561-868-7410 Fax: 561-868-7420
Highballs & Hibiscus 2012 | Jupiter Medical Center Foundation, 13 Sept 2011 [cached]
Nicole Basile, M.D., Beth Beattie, Kyle Benko, Janine Boylan, Carolyn Broadhead, Kelly A. and David C. Brodner, M.D., Kristen and Colin Cashel, Tonya Love Cheatham and Lach Cheatham, Laura Coburn, D. Paul Crady, Gretchen Crain, Michael De George, Angela Frederick, Katie Gamble, Katrin and John Gorman, Randi Iverson, Teri Jones, Ashley & Michael Jorgensen, Dan Kapp, M.D., Melissa and Bill Lazarchick, Kristin Lopopolo, Brooke McKernan, Scott Meier, Debbie Negri, Nicole Peksa, Betsy Scott, Rebecca and Lee Seelig, Susan Teaford, Catherine Tolton, Vanessa and Daren Trousdell, Patti Travis, Mimi and Jeff Vaughan, M.D., Caroline L. Warburton and Scott S. Warburton, Esq., and Maria and Dean Xenick.
Genesis Dermatology * James N. Hauslein * Patti Travis, BNY Mellon Wealth Management
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