Stacey Velez Email & Phone Number
Managing Director @ Creative Planning
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Stacey Velez Location
- Martinez, CA, US
Stacey Velez Work
- Managing Director @ (November 2023 - Present)
- Managing Director @ (January 2020 - November 2023)
- Senior Vice President @ (June 2018 - November 2023)
- Senior Vice President @ CIBC Atlantic Trust Private Wealth Management (September 2017 - November 2023)
- Investment Advisor @ (January 2009 - August 2017)
- Investment Consultant @ Private Equity (January 2008 - November 2008)
- Investment Consultant @ (March 2000 - December 2007)
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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