Ben Treece Email & Phone Number
Investment Advisor and VP of Business Development @ Unity Financial Planning Group
5 free lookup(s).
Ben Treece Location
- Toledo, OH, US
Ben Treece Work
- 2025 - now Investment Advisor and VP of Business Development @
- 2021 - 2025 Investment Advisor @
- 2009 - 2021 Partner, Broker @ Treece Financial Services Corp.
- 2006 - 2021 Partner, Investment Advisor @ Treece Investment Advisory Corp.
- 2011 - 2015 Guest Contributor @
- 2009 - 2009 Student Intern @
Ben Treece Education
- University of Miami Herbert Business School
BBA (International Finance and Marketing)
2006 - 2009 - Sylvania Northview High School 2002 - 2006
Ben Treece Skills
- Investing
- Money Management
- Market Research
- Marketing Strategy
- Technical Writing
- Social Media
- Investments
- Finance
- Social Networking
- Investment Advisory
- Public Speaking
- Contract Negotiation
- Leadership
- Sales
- Economics
- Media Relations
- Marketing
- Series 7
- Financial Analysis
- Corporate Communications
- Press Releases
- Marketing Communications
- Time Management
- Microsoft Excel
- Strategic Planning
- Negotiation
- Analysis
- Management
- Sales Management
- Public Relations
- Customer Service
Ben Treece Summary
- Ben Treece, based in Toledo, OH, US, is currently a Investment Advisor and VP of Business Development at Unity Financial Planning Group. Ben Treece brings experience from previous roles at San Blas Securities, Treece Financial Services Corp., Treece Investment Advisory Corp. and Toledo Free Press. Ben Treece holds a 2006 - 2009 BBA in International Finance and Marketing @ University of Miami Herbert Business School. With a robust skill set that includes Investing, Money Management, Market Research, Marketing Strategy, Technical Writing and more. Ben Treece has 1 emails and 1 mobile phone numbers on RocketReach.
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Top Unity Financial Planning Group Employees
Ben Treece
Investment Advisor and VP of Business Development
Toledo, OH, US
Michael Turgeon
Chief Executive Officer and Managing Partner
Atlanta, GA, US
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