Devan Vellios Email & Phone Number
Wealth Management Advisor @ Ventura County Credit Union
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Devan Vellios Location
- Ventura, CA, US
Devan Vellios Work
- 2023 -now Wealth Management Advisor @
- 2023 -now Wealth Management Advisor @
Devan Vellios Education
- El Camino College
Devan Vellios Skills
- 401k Options
- Asset Allocation
- Financial Assesment
- Portfolio Review
- Risk Assessment
- Wealth Strategies
- Variable Annuities
- Microsoft Office
- Insurance
- Business Planning
- Series 7
- Investments
- Fixed Annuities
- Sales Management
- Project Management
- New Business Development
- Series 66
- Microsoft Word
- Sales
- Series 6
- Customer Service
- Series 63
- Microsoft Excel
- Social Media
- Marketing Strategy
- Marketing
- Management
- Budgets
Devan Vellios Summary
- Devan Vellios, based in Ventura, CA, US, is currently a Wealth Management Advisor at Ventura County Credit Union. Devan Vellios brings experience from previous roles at LPL Financial. Devan Vellios holds a El Camino College. With a robust skill set that includes 401k Options, Asset Allocation, Financial Assesment, Portfolio Review, Risk Assessment and more. Devan Vellios has 4 emails and 2 mobile phone numbers on RocketReach.
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