Profile

Mr. Travis Okamoto is an Associate at Merriman Capital, Inc. Prior to joining Merriman Capital in 2010, he worked at Advanced Equities, Inc. where he was vice president of investments and responsible for raising capital.
Prior to joining Advanced Equities, he was the chief operating officer and head of marketing at Summerline Asset Management, LLC where he provided business development functions to fund of funds, family offices, private banks and ultra HNW’s.
He also served as the head of business development at Viking Asset Management, LLC in San Francisco, CA covering the firm’s marketing efforts.
He began his career as an analyst and customer service representative with Tradeportal, LLC in Irvine, CA.

Former positions of Travis Okamoto

CompaniesPositionEnd
Institutional Sales 2012-09-30
Corporate Officer/Principal -
Advanced Equities Metricstream Investment I LLC Corporate Officer/Principal -
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Experiences
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Private companies3
Advanced Equities Metricstream Investment I LLC

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