Vanessa Bey Email & Phone Number

AAO, Operations Manager @ Heartland Planning Associates

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Vanessa Bey's Location

Columbus, OH, US

Vanessa Bey's Work

AAO, Operations Manager @ Heartland Planning Associates
Director Of Client Services @ Kensington Wealth Partners, Ltd
Investor Relations Coordinator @ CREC

Financial Services Professional @ Consultant - Financial Services Volunteer
Director of Operations @ The Bishoff Financial Group, Inc.
Real Estate Investor and Educator @ VE Properties LLC
Investment Service Specialist @ Shore Morgan Young Innovative Wealth Solutions
Registered Financial Associate @ A.G. Edwards & Sons, Inc.
Registered Sales Assistant @ Morgan Stanley
Director of Client Services @ Capital Investors Advisory Corporation

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Vanessa Bey's Education

Franklin University
Bachelor’s Degree (Finance)
The Ohio State University
(Computer Science)

Vanessa Bey's Skills

Retirement Planning
Customer Service
Financial Planning

Process Improvement
Strategic Financial Planning
Mutual Funds
Financial Reporting
Leadership
Financial Services
Asset Management

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Vanessa Bey's Summary

Vanessa Bey, based in Columbus, OH, US, is currently a AAO, Operations Manager at Heartland Planning Associates, bringing experience from previous roles at Kensington Wealth Partners, Ltd, Core Real Estate Capital LLC, Consultant - Financial Services Volunteer and The Bishoff Financial Group. Vanessa Bey holds a Bachelor’s Degree in Finance @ Franklin University. With a robust skill set that includes Retirement Planning, Customer Service, Financial Planning, Process Improvement, Strategic Financial Planning and more, Vanessa Bey contributes valuable insights to the industry. Vanessa Bey has 4 emails on RocketReach.