Stacey Velez Email & Phone Number
Managing Director @ Creative Planning
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Stacey Velez Location
- Martinez, CA, US
Stacey Velez Work
- 2023 -now Managing Director @
- 2020 -2023 Managing Director @
- 2018 -2023 Senior Vice President @
- 2017 -2023 Senior Vice President @ CIBC Atlantic Trust Private Wealth Management
- 2009 -2017 Investment Advisor @
- 2008 -2008 Investment Consultant @ Private Equity
- 2000 -2007 Investment Consultant @
Stacey Velez Education
- Loyola University of Chicago 1996-1999
Stacey Velez Skills
- Portfolio Management
- Asset Allocation
- Investments
- Wealth Management
- Asset Management
- Investment Management
- Investment Strategies
- Mutual Funds
- Securities
- Hedge Funds
Stacey Velez Summary
- Stacey Velez, based in Martinez, CA, US, is currently a Managing Director at Creative Planning. Stacey Velez brings experience from previous roles at CIBC Private Wealth US, CIBC Atlantic Trust Private Wealth Management and Geneva Advisors. Stacey Velez holds a 1996 - 1999 Loyola University of Chicago. With a robust skill set that includes Portfolio Management, Asset Allocation, Investments, Wealth Management, Asset Management and more. Stacey Velez has 2 emails and 1 mobile phone numbers on RocketReach.
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