Travis Kania

FAQ About Travis Kania

• What is Travis Kania's address?

  Travis Kania is located at
  Deerfield Beach, Florida, United States

• What is Travis Kania's job title?

  Travis Kania is a
  My name is Travis P. Kania and I have strong educational background in financial planning and guidance. My expertise encompasses all aspects of investment process, creating personalized financial strategies, and offering suitable investment products to align with client financial goals and needs. I am capable of prospecting and identifying new clients to drive sales of suitable investment products and strategies. I am a reliable and intellectual associate with strong abilities to maintain a pipeline of clients for investment strategies by revamping investment proposals in line with financial capabilities of clients while ensuring compliance with established policies and procedures. I have a track record of providing outstanding services to clients by interacting with them and fostering a comfortable environment to acquire necessary details. I posses strong business acumen and innovative mindset: able to educate and advise clients through the investment process. Following are some of the highlights of my career: * Served as Certified Estate Advisor in 2006 NAFEP after attaining CEA designation with keen focus on estate planning while utilizing process and services provided by NAFEP. * Facilitated clients in achieving financial targets by educating clients regarding potential benefits and risks of strategies to support decision making for plan implementation. * Recognized in top five associates in direct sales for optimizing overall Production in Non-Traded REIT Programs in 2014. I possess persuasive and positive approach with robust communication, interpersonal, negotiation, and decision-making skills along with a knack to cultivate long-lasting relationships with internal/external stakeholders. While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved! Please feel free to contact me at [email protected] with any thoughts, comments, or questions about my work- I'm always interested in making new professional acquaintances. Infinity Sales

• What industry does Travis Kania currently work in?

  Travis Kania currently works in the
  Infinity Sales

• What is Travis Kania's area of expertise?

  Travis Kania specializes in
  My name is Travis P. Kania and I have strong educational background in financial planning and guidance. My expertise encompasses all aspects of investment process, creating personalized financial strategies, and offering suitable investment products to align with client financial goals and needs. I am capable of prospecting and identifying new clients to drive sales of suitable investment products and strategies. I am a reliable and intellectual associate with strong abilities to maintain a pipeline of clients for investment strategies by revamping investment proposals in line with financial capabilities of clients while ensuring compliance with established policies and procedures. I have a track record of providing outstanding services to clients by interacting with them and fostering a comfortable environment to acquire necessary details. I posses strong business acumen and innovative mindset: able to educate and advise clients through the investment process. Following are some of the highlights of my career: * Served as Certified Estate Advisor in 2006 NAFEP after attaining CEA designation with keen focus on estate planning while utilizing process and services provided by NAFEP. * Facilitated clients in achieving financial targets by educating clients regarding potential benefits and risks of strategies to support decision making for plan implementation. * Recognized in top five associates in direct sales for optimizing overall Production in Non-Traded REIT Programs in 2014. I possess persuasive and positive approach with robust communication, interpersonal, negotiation, and decision-making skills along with a knack to cultivate long-lasting relationships with internal/external stakeholders. While others take pride in meeting all standards set before them, my passion is for delivering service that goes beyond organizational expectations, creating a win-win scenario for everyone involved! Please feel free to contact me at [email protected] with any thoughts, comments, or questions about my work- I'm always interested in making new professional acquaintances.

• Which languages does Travis Kania speak? 

  Travis Kania speaks the following languages:
  No languages available.

• Which industries has Travis Kania previously worked in?   

  Travis Kania has prior experience in the following industries:
  Calton And Associates , Gunnallen Financial , Brookstreet Securities , Fidelity Investments

• What is Travis Kania’s work experience?  

  Travis Kania has the following professional experience:
  Infinity Sales , Calton And Associates , Gunnallen Financial , Brookstreet Securities , Fidelity Investments .

• How can I find Travis Kania on LinkedIn?  

  You can view Travis Kania’s
  LinkedIn profile at LinkedIn URL.

• What are Travis Kania’s work email addresses?  

  Travis Kania’s work email addresses are
  [email protected] .

• What company does Travis Kania work for?  

  Travis Kania works at
  Infinity Sales