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2016-05-31T00:00:00.000Z

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Patricia Travis A.

Senior Director

BNY Mellon Asset Management Limited

Direct Phone: (561) ***-****       

Email: t***@***.com

BNY Mellon Asset Management Limited

160 Queen Victoria Street

London, London EC4V 4LA

United Kingdom

Company Description

BNY Mellon Asset Management is the umbrella organization for BNY Mellon's affiliated investment management firms and global distribution companies. BNY Mellon is a global financial services company focused on helping clients manage and service their fin... more

Find other employees at this company (24,876)

Background Information

Employment History

Senior Sales Director

BNY Mellon Wealth Management

Vice President

The Bank of New York Mellon Corporation

Private Mortgage Banker

Wells Fargo & Company

Affiliations

Board Member
The Center for Family Services, Inc.

Board Member
East Coast Estate Planning Council

Web References (10 Total References)


Board Members | Center for Family Services PBC

www.ctrfam.org [cached]

Patricia Travis

Secretary
Patricia Travis has more than 35 years of experience meeting the banking and wealth management needs of high net worth individuals and families. She is located in First Republic's private banking and wealth management office at 241 Royal Palm Way in Palm Beach.
As Senior Managing Director, Travis develops client relationships that allow successful families to build, grow and transfer their wealth. Travis delivers exceptional relationship-based service, with a solid commitment to responsiveness and action.
Travis is very active in the philanthropic community and a dedicated supporter of the Center for Family Services, the Jupiter Medical Center Foundation, National Parkinson Foundation, and The American Cancer Society. Travis is also a board member of the East Coast Estate Planning Council.
Travis has her FINRA Series 7, 63 & 65 Licenses and is also a Licensed Real Estate Agent in the state of Florida. She was part of the Citigroup Private Banking Executive Leadership Program and attended an executive training course at the London School of Economics and Political Science.


Board of Directors | The Center for Family Services

www.ctrfam.org [cached]

Patrecia Travis

Secretary


Patricia A. ...

www.pbcepc.org [cached]

Patricia A. Travis Senior Director 3300 PGA Blvd, Second Floor Palm Beach Gardens, FL 33410 Phone: 561-868-7410 Fax: 561-868-7420


Patricia A. ...

www.pbcepc.org [cached]

Patricia A. Travis Senior Director 3300 PGA Blvd, Second Floor Palm Beach Gardens, FL 33410 Phone: 561-868-7410 Fax: 561-868-7420


Patricia A. ...

www.pbcepc.org [cached]

Patricia A. Travis Senior Director 3300 PGA Blvd, Second Floor Palm Beach Gardens, FL 33410 Phone: 561-868-7410 Fax: 561-868-7420

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