Roberto Velazquez Email & Phone Number
Senior Vice President
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Roberto Velazquez Location
- Rancho Santa Margarita, CA, US
Roberto Velazquez Work
- Senior Vice President @ VP Benefits Group (January 2003 - Present)
- Regional Marketing Director @ (January 2000 - December 2003)
- Retirement Plan Manager @ (January 1997 - December 2000)
- Retirement Plan Consultant-Internal wholesaler @ (January 1990 - December 1997)
- Trust Officer @ (January 1988 - December 1990)
- Assistant Vice President @ Chase Manhattan Bank (January 1982 - December 1988)
Roberto Velazquez Education
- Pace University
Accounting
Roberto Velazquez Skills
- 401k
- Defined Contribution
- Disability Insurance
- ERISA
- Employee Benefits
- Finance
- Health Insurance
- Insurance
- Investments
- Leadership
- Life & Health Insurance Licenses
- Life Insurance
- Management
- Mutual Funds
- Retirement
- Retirement Planning
- Series 63
- Life and Health Insurance Licenses
Roberto Velazquez Summary
- Roberto Velazquez, based in Rancho Santa Margarita, CA, US, is currently a Senior Vice President at VP Benefits Group. Roberto Velazquez brings experience from previous roles at Lincoln Financial Group, Merrill Lynch and PaineWebber. Roberto Velazquez holds a Accounting @ Pace University. With a robust skill set that includes 401k, Defined Contribution, Disability Insurance, ERISA, Employee Benefits and more. Roberto Velazquez has 1 emails and 2 mobile phone numbers on RocketReach.
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