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Travis Atkins

Sr. Client Relationship Associate at Merriman Wealth Management, LLC
Intro Book
Client relationship expert with 8+ years of experience in account management and client relations.
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Location
Seattle, Washington, United States, US
Languages
  • French -
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Bio

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Travis Atkins is a seasoned client relationship professional with 8+ years of experience in account management and client relations. He has a diverse background in sales, marketing, and customer service, with a focus on building strong relationships with clients. Travis holds a Bachelor of Arts degree in Travel & Tourism Management with a concentration in Hospitality Sales/Meeting Management from Johnson & Wales University.

Experience

  • Merriman Wealth Management, LLC
    • United States
    • Sr. Client Relationship Associate
      • Oct 2023 - Present
      • United States

  • EP Wealth Advisors
    • Greater Seattle Area
    • Client Relationship Manager
      • Mar 2021 - Oct 2023
      • Greater Seattle Area

  • Conlon Dart Wealth Management
    • Client Relationship Manager
      • 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 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.

  • Knock Knock
    • United States
    • Manufacturing
    • 1 - 100 Employee
    • Account Manager- Inside Sales
      • Feb 2014 - Jan 2015

    • Sales Associate/ Key Account Sales
      • May 2012 - Feb 2014

  • Andaz West Hollywood
    • Sales Manager
      • Feb 2011 - Dec 2011

  • Greater Boston Convention & Visitors Bureau
    • United States
    • Hospitality
    • 1 - 100 Employee
    • National Sales Manager
      • 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.

    • Sales Coordinator
      • Apr 2007 - Jul 2008

  • Alpha Delta Pi Sorority, University
    • Marketing and Philanthropy Advisor
      • Aug 2006 - Aug 2007

  • Providence Warwick Convention & Visitors Bureau
    • Services Representative/Teaching Assistant
      • Jun 2005 - Feb 2007

Education

  • 2003 - 2007
    Johnson & Wales University
    Bachelor of Arts, Travel/Tourism Management with concentration in Hospitality Sales/Meeting Managment
  • 1998 - 2002
    The University of Tennessee at Chattanooga
    Psychology/Sociology

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Leisure, Travel and Tourism”

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