Felix J. Vera Email & Phone Number
Director @ Alternative Wealth Management
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Felix J. Vera Location
- Charlotte, NC, US
Felix J. Vera Work
- Director @ (September 2025 - Present)
- Director @ (September 2025 - Present)
- Regional Director @ (October 2024 - Present)
- Regional Sales Director @ (October 2024 - Present)
- Regional Sales Director @ (August 2022 - October 2023)
- Regional Director @ (August 2022 - October 2023)
- Regional Director @ (June 2021 - August 2022)
- Regional Sales Director @ (June 2021 - August 2022)
- Director @ (March 2020 - June 2021)
- Global Asset Management Sales and Distribution @ (April 2019 - March 2020)
- Alternative Investments Sales and Distribution @ (April 2018 - November 2018)
- Capital Markets @ (March 2017 - April 2018)
- Alternative Investments Sales and Distribution @ (March 2015 - March 2017)
- Vice President, Associate Program Director, Rep as Advisor Program @ (December 2013 - March 2015)
- Vice President, Head of Consulting Group Internal Sales Desk @ (March 2013 - November 2013)
- Assistant Vice President, Portfolio Management and Consulting Group Advisor Sales @ (January 2008 - February 2013)
- Manager, Separately Managed Accounts Sales @ (January 2005 - December 2007)
- Supervisor, Mutual Fund Wrap Products Sales @ (October 2000 - December 2004)
Felix J. Vera Education
- Manhattan University
Felix J. Vera Skills
- Series 7
- Series 63
- Wealth Management
- Mutual Funds
- Fixed Income
- Equities
- Asset Management
- Securities
- Financial Services
- Investments
- Management
- Portfolio Management
- Trading Systems
- Financial Analysis
- Financial Modeling
- Alternative Investments
- Capital Markets
- Administration
- HR
- Microsoft Office
- Business Development
Felix J. Vera Summary
- Felix J. Vera, based in Charlotte, NC, US, is currently a Director at Alternative Wealth Management. Felix J. Vera brings experience from previous roles at Alternative Tax Management, Patrick Capital Markets, LLC and The True Life Companies. Felix J. Vera holds a Manhattan University. With a robust skill set that includes Series 7, Series 63, Wealth Management, Mutual Funds, Fixed Income and more. Felix J. Vera has 3 emails on RocketReach.
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