Roberto Velez Email
Private Wealth Business Manager @ Bank of America Merrill Lynch
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Roberto Velez Location
- Florida, United States
Roberto Velez Work
- 2024 - now Private Wealth Business Manager @
- 2019 - 2024 Registered Resident Director Assistant @
- 2016 - 2024 Private Wealth Registered Client Associate @
- 2015 - 2016 Regional Bank Private Banker @
- 2014 - 2015 Licensed Personal Banker 2 registered @
- 2013 - 2014 Chase Private Client Relationship Banker @
- 2011 - 2013 Personal Banker @
- 2013 - 2013 Relationship Banker @ JPMorgan Chase Bank NA
- 2009 - 2011 Financial Specialist @ Wachovia
- 2005 - 2009 Phone Banker @ Wachovia
Roberto Velez Education
- Florida International University - College of Business Administration
Bachelor of Business Administration (B.B.A.) (Finance, General)
2006 - 2008 - Miami Dade College
Associate of Arts (A.A.) (Business Administration and Management, General)
2001 - 2006
Roberto Velez Skills
- Finance
- Bloomberg
- Customer Service
- Loans
- Banking
- Credit
- Sales
- Consumer Lending
- Retail Banking
- Financial Services
- Cross Selling
- Lines Of Credit
- Credit Cards
- Branch Banking
- Call Centers
- Investments
- Portfolio Management
- Series 63
- Private Banking
- Life Insurance
- Microsoft Office
- Microsoft Excel
- Outlook
- Microsoft Word
- PowerPoint
- Team Building
- Teamwork
- Team Leadership
- Series 7
- Series 66
- Deposits
- Series 6
- Home Equity Loans
- Banking Relationships
- Variable Annuities
Roberto Velez Summary
- Roberto Velez, based in Florida, United States, is currently a Private Wealth Business Manager at Bank of America Merrill Lynch. Roberto Velez brings experience from previous roles at Merrill Lynch, Wells Fargo and Wells Fargo Advisors. Roberto Velez holds a 2006 - 2008 Bachelor of Business Administration (B.B.A.) in Finance, General @ Florida International University - College of Business Administration. With a robust skill set that includes Finance, Bloomberg, Customer Service, Loans, Banking and more. Roberto Velez has 2 emails on RocketReach.
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