Rafael Velez Email & Phone Number
Regional President | Senior Managing Director @ MAI Capital Management
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Rafael Velez Location
- California, United States
Rafael Velez Work
- 2025 -now Regional President | Senior Managing Director @
- 1998 -2025 Managing Director | Summit Financial Advisors, LLC @
- 1995 -1998 Vice President, Retirement @
- 1991 -1995 Senior Financial Advisor @
Rafael Velez Education
- Junipero Serra High School, San Mateo, California 1986
- Menlo College
- UCLA
- University of California, Riverside
Rafael Velez Skills
- Investments
- Retirement Planning
- Financial Services
- Public Speaking
- Estate Planning
- Retirement
- Wealth Management
- Entrepreneurship
- Portfolio Management
- Strategic Financial Planning
- Mergers
- Strategic Planning
- Marketing Strategy
- Venture Capital
- Financial Planning
- Asset Management
Rafael Velez Summary
- Rafael Velez, based in California, United States, is currently a Regional President | Senior Managing Director at MAI Capital Management. Rafael Velez brings experience from previous roles at MAI Capital Management, Citi and American Express. Rafael Velez holds a Junipero Serra High School, San Mateo, California. With a robust skill set that includes Investments, Retirement Planning, Financial Services, Public Speaking, Estate Planning and more. Rafael Velez has 2 emails and 5 mobile phone numbers on RocketReach.
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