Nancy Velez Email & Phone Number
Client Service Specialist @ REMOTE ADVISOR RESOURCES
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Nancy Velez Location
- Florida, United States
Nancy Velez Work
- Client Service Specialist @ (April 2026 - Present)
- Client Advocate @ (December 2024 - April 2026)
- Client Associate - Wealth Management @ (April 2018 - July 2024)
- Client Advisor Associate @ (April 2016 - March 2018)
- Business Analyst and Training Specialist @ (September 2012 - October 2015)
- Relationship Manager @ (September 1999 - June 2012)
- International Private Banking Officer @ Bank of America (December 1997 - August 1999)
- Staff Accountant @ HSBC f/k/a Republic International Bank of New York (April 1996 - December 1997)
- Loan Assistant @ Hamilton Bank N.A. (September 1993 - April 1996)
Nancy Velez Education
- Nova Southeastern University
Master’s Degree (Masters in International Business Administration)
2005-2006 - University of Florida
Bachelor’s Degree (Finance, General)
1989-1991
Nancy Velez Skills
- International Business
- Insurance
- Beginners
- Training and Development
- Emissions Trading
- Net
- Market Research
- Finance
- Recognizing
- Comprehend
- Miami
- Business Administration
- Interpersonal Communication
- Int
- Systematic
- Travel
- Florida
- Management
- Financial Statements
- Confirmation
- General Ledger
- Private Banking
- Science
- Hsbc
- Commercial Lending
- Spanish
- Charlotte
- PowerPoint
- Accounting
- Bonds
- Detail Oriented
- Seminars
- Reconcile
- Portfolio Management
- Languages
- Business Services
- Cell
- English
- Atlanta
- Installment Loans
- Offering
- Reports
- Management Consulting
- Microsoft Office
- Risk Management
- Microsoft Excel
- Financial Goals
- Bank Deposits
- Asset Management
- Portuguese
- Documentation
- Project Management
- Research
- Basics
- Commercial Real Estate
- Loans
- Analysis
- Structured Products
- Lines Of Credit
- Corporate Finance
- Identifying Client Needs
- Data Analysis
- Strategic Planning
- Developing Marketing
- Term Deposits
- Marketing
- Credit
- Latin America
- IBM iSeries
- Suitability
- Computer Proficiency
- Responsibility
- Policies and Procedures
- Banking
- International
- Investment Vehicles
- Portfolio
- Private Clients
- New York
- Letters of Credit
- Investments
- Mortgage Lending
- South America
- Process Improvement
- Wealth Management
- Mutual Funds
- Business Planning
- Microsoft Word
- Financial Analysis
- Loan Officers
- Decision Making
- Light
- Financial Transactions
- Business Strategy
- Problem Solving
- Marketing Strategy
- Multilingual
- Delivery
- Olympic
- French
Nancy Velez Summary
- Nancy Velez, based in Florida, United States, is currently a Client Service Specialist at REMOTE ADVISOR RESOURCES. Nancy Velez brings experience from previous roles at Guerra Wealth Advisors, Calamos Wealth Management, Boston Private Wealth LLC and Caterpillar Global Mining. Nancy Velez holds a 2005 - 2006 Master’s Degree in Masters in International Business Administration @ Nova Southeastern University. With a robust skill set that includes International Business, Insurance, Beginners, Training and Development, Emissions Trading and more. Nancy Velez has 1 mobile phone numbers on RocketReach.
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