Travis Lan in

Travis Lan

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SEVP, Chief Financial Officer at Valley Bank
📍 Mendham, New Jersey, United States

Travis Lan is the SEVP and Chief Financial Officer at Valley Bank, where he oversees financial strategy, accounting, and capital markets. His career includes a decade as an equity research analyst and a director in investment banking at KBW, specializing in M&A for regional banks. He is a graduate of Bucknell University.

Travis is an alumnus of The Pingry School, where he met his wife. He remains connected to the school as a parent, with a child expected to graduate in the class of 2029.

After joining Valley Bank in 2020, he was promoted to CFO within four years, following a rapid progression through key finance roles.

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Experience
20 Years
Current Role
SEVP, Chief Financial Officer
Job Level
Leadership
Location
Mendham, New Jersey, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Travis cares about

Bank Balance Sheets
As CFO, he directly oversees financial and balance sheet strategy and was involved in significant, successful efforts to strengthen Valley Bank's financial position in 2024.
Financial Sector M&A
He joined Valley as Head of Corporate Finance & M&A and previously specialized in M&A and capital advisory for banks during his time at Keefe, Bruyette & Woods.
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Career

Work history

3-2025
SEVP, Chief Financial Officer
Valley Bank
2-2020 - 3-2025
EVP, Deputy CFO
Valley Bank
6-2016 - 2-2020
Director - Investment Banking
KBW
2-2013 - 6-2016
Director
KBW
5-2012 - 2-2013
VP Equity Research
Stifel Financial Corp.
In the press

Media appearances

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Education
2002 - 2006
Accounting and Finance
Bucknell University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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