AVP, Relationship Management @ (January 2025 - July 2026)
Senior Director @ (May 2022 - January 2025)
Sr. Client Executive @ (March 2020 - May 2022)
Vice President | Strategic Relationship Management @ (June 2018 - February 2020)
Relationship Manager @ (January 2013 - May 2018)
Client Services Team Manager @ (January 2012 - January 2013)
Senior Client Services Representative @ (January 2008 - January 2012)
Management and Business Development @ (January 2006 - January 2008)
Sales Consultant @ (January 2005 - January 2006)
Ivan Velez Education
Universidad de Puerto Rico
Bachelor of Business Administration - BBA (Finance and Financial Management Services)
Ivan Velez Skills
Financial Services
Management
401(k) Retirement Savings Plans
Leadership
Business Process Improvement
Strategic Planning
Ivan Velez Summary
Ivan Velez, based in Austin, TX, US, is currently a Vice President - Strategic Account Executive at Alight Solutions. Ivan Velez brings experience from previous roles at Voya Financial, OneAmerica Financial, Transamerica and John Hancock. Ivan Velez holds a Bachelor of Business Administration - BBA in Finance and Financial Management Services @ Universidad de Puerto Rico. With a robust skill set that includes Financial Services, Management, 401(k) Retirement Savings Plans, Leadership, Business Process Improvement and more. Ivan Velez has 3 emails and 1 mobile phone numbers on RocketReach.
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