Travis Atkins
Sr. Client Relationship Associate at Merriman Wealth Management, LLC- Claim this Profile
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Bio
Experience
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Merriman Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Sr. Client Relationship Associate
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Oct 2023 - Present
United States
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EP Wealth Advisors
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United States
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Financial Services
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200 - 300 Employee
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Client Relationship Manager
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Mar 2021 - Oct 2023
Greater Seattle Area
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Client Relationship Manager
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Mar 2015 - Oct 2023
With a diverse background in account management and client relations, Mrs. Meyer brings over seven years of customer service experience to the Conlon Dart Wealth Management team. As Client Relationship Manager, she ensures that each clients’ needs are met in a friendly, efficient manner. Having the opportunity to work with clients each day to help them achieve their individual goals is the best part of her role at Conlon Dart—no task is too small. Prior to her time at Conlon Dart, Mrs. Meyer… Show more With a diverse background in account management and client relations, Mrs. Meyer brings over seven years of customer service experience to the Conlon Dart Wealth Management team. As Client Relationship Manager, she ensures that each clients’ needs are met in a friendly, efficient manner. Having the opportunity to work with clients each day to help them achieve their individual goals is the best part of her role at Conlon Dart—no task is too small. Prior to her time at Conlon Dart, Mrs. Meyer oversaw the Account Management division of a product design company in Venice, California. She holds a BA in Travel & Tourism Management from Johnson & Wales University in Providence, RI. New to the Seattle area, Mrs. Meyer can be found exploring the Pacific Northwest with her better-half, Chris, and their dog. She also enjoys hiking, baking, knitting and adding new stamps to her passport whenever possible. Show less
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Knock Knock
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United States
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Manufacturing
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1 - 100 Employee
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Account Manager- Inside Sales
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Feb 2014 - Jan 2015
Venice CA
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Sales Associate/ Key Account Sales
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May 2012 - Feb 2014
Venice, CA
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Andaz West Hollywood
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United States
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Hospitality
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1 - 100 Employee
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Sales Manager
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Feb 2011 - Dec 2011
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Meet Boston
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United States
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Hospitality
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1 - 100 Employee
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National Sales Manager
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Jul 2008 - Dec 2010
--Promoted Greater Boston as a meeting destination for the Northeast (NY, New England) and currently managing West Coast group sales markets for programs up to 1,000 rooms on peak.
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Sales Coordinator
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Apr 2007 - Jul 2008
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Marketing and Philanthropy Advisor
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Aug 2006 - Aug 2007
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Services Representative/Teaching Assistant
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Jun 2005 - Feb 2007
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Education
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Johnson & Wales University
Bachelor of Arts, Travel/Tourism Management with concentration in Hospitality Sales/Meeting Managment -
The University of Tennessee at Chattanooga
Psychology/Sociology