Richard Velez Email & Phone Number
Senior Financial Advisor, Assistant Vice President @ Merrill Lynch
Richard Velez's Location
San Francisco, CA, US
Richard Velez's Work
- Senior Financial Advisor, Assistant Vice President @ Merrill Lynch
- Vice President, Customer Relations @ Idhasoft
- Partner and COO @ AWARE Technologies Software
Richard Velez's Education
- San Leandro High School
High School Diploma/GED
1980 - 1983
Richard Velez's Skills
- Training
- Management
- Goals Based Planning Approach
- Customer Service
- Weath Management Planning
- Financial Reporting
- Communications and Interpersonal Skills
- Lgbt Wealth Planning
- Portfolio Management and Retirement Planning
- Analytical Skills for Problem Solving
Richard Velez's Summary
Richard Velez, based in San Francisco, CA, US, is currently a Senior Financial Advisor, Assistant Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at Idhasoft and Aware Technologies. Richard Velez holds a 1980 - 1983 High School Diploma/GED @ San Leandro High School. With a robust skill set that includes Training, Management, Goals Based Planning Approach, Customer Service, Weath Management Planning and more, Richard Velez contributes valuable insights to the industry. Richard Velez has 1 email on RocketReach.
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