Travis Grimm

Head of Program Management at Atria Wealth Solutions - New York, NY, US

Travis Grimm's Colleagues at Atria Wealth Solutions
Brian Bichler

Head of Platform Experience - Managing Director

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Kara Wiese

Head of Corporate Communications

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Daniel Khalaf

Vice President, Head of Digital Solutions

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Bob Holcomb

Chief Marketing Officer

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John Reinhardt

Chief Technology Officer

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Sean Meighan

Managing Director, Advisory Services

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Jason Lewis

Executive Director

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Travis Grimm's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-566-1482
Location
Company
Atria Wealth Solutions
Travis Grimm's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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Frequently Asked Questions about Travis Grimm
Travis Grimm currently works for Atria Wealth Solutions.
Travis Grimm's role at Atria Wealth Solutions is Head of Program Management.
Travis Grimm's email address is ***@atriawealth.com. To view Travis Grimm's full email address, please signup to ConnectPlex.
Travis Grimm works in the Financial Services industry.
Travis Grimm's colleagues at Atria Wealth Solutions are Brian Bichler, Kara Wiese, Daniel Khalaf, Bob Holcomb, John Reinhardt, Sean Meighan, Jason Lewis and others.
Travis Grimm's phone number is 888-566-1482
See more information about Travis Grimm