Stacey Velez Location
Martinez, CA, US
Stacey Velez Work
- 2023 - now Managing Director @ Creative Planning
- 2020 - 2023 Managing Director @ CIBC Private Wealth Management US
- 2018 - 2023 Senior Vice President @ CIBC Private Wealth Management US
- 2017 - 2023 Senior Vice President @ CIBC Atlantic Trust Private Wealth Management
- 2009 - 2017 Investment Advisor @ Geneva Advisors
- 2008 - 2008 Investment Consultant @ Private Equity
- 2000 - 2007 Investment Consultant @ Charles Schwab
Stacey Velez Education
- Loyola University of Chicago1996 - 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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Stacey Velez
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Stacey Velez
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Top Creative Planning Employees
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Tom Zgainer
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Jonathan Knapp
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Chatten Scruggs
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Megan Schmitz
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Matt Pearson
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Mercer Island, WA, US25+ -
Jason Edmonds
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Thomas Panoplos
Managing Director at Creative Planning
Northbrook, IL, US14 -
Stacey Velez
Managing Director at Creative Planning
Martinez, CA, US25 -
Stephanie Trentham
Managing Director at Creative Planning
Midlothian, VA, US25+ -
Chris Johnson
Managing Director and Partner at Creative Planning
Atlanta, GA, US11 -
Ken Zarske
Managing Director at Creative Planning
Minneapolis, MN, US31
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