Joseph Vela Email & Phone Number
Conversion Analyst @ Insperity
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Joseph Vela Location
- Houston, TX, US
Joseph Vela Work
- Conversion Analyst @ (June 2022 - Present)
- Advisory Services Analyst @ (August 2003 - September 2021)
- Compliance Administrator - VALIC @ (January 2001 - August 2003)
- Supervisor – Vantage Team: New Business Unit and Fund Receipt Processing Unit - VALIC @ (January 1998 - January 2001)
- Analyst II – Group Plan Services - VALIC @ (October 1996 - July 1998)
Joseph Vela Education
- Texas A&M University
Finance (Business)
1988-1992
Joseph Vela Skills
- Series 63
- Management
- Ibbotson
- Investments
- Business Analysis
- Risk Management
- Trading
- Fixed Annuities
- Asset Allocation
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Mutual Funds
- Series 7
- Wealthengine
Joseph Vela Summary
- Joseph Vela, based in Houston, TX, US, is currently a Conversion Analyst at Insperity. Joseph Vela brings experience from previous roles at AIG Retirement Services. Joseph Vela holds a 1988 - 1992 Finance in Business @ Texas A&M University. With a robust skill set that includes Series 63, Management, Ibbotson, Investments, Business Analysis and more. Joseph Vela has 3 mobile phone numbers on RocketReach.
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