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