Vanessa Bey Email & Phone Number
Operations Manager @ Heartland Planning Associates
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Vanessa Bey Location
- Columbus, OH, US
Vanessa Bey Work
- Operations Manager @ (February 2018 - Present)
- Director Of Client Services @ (February 2017 - February 2018)
- Investor Relations Coordinator @ (July 2015 - February 2017)
- Financial Services Professional @ Consultant - Financial Services Volunteer (February 2015 - July 2015)
- Director of Operations @ (June 2007 - February 2015)
- Real Estate Investor and Educator @ VE Properties LLC (September 2004 - June 2007)
- Investment Service Specialist @ Shore Morgan Young Innovative Wealth Solutions (February 2004 - September 2004)
- Registered Financial Associate @ (November 2000 - February 2004)
- Registered Sales Assistant @ (August 1999 - July 2000)
- Director of Client Services @ Capital Investors Advisory Corporation (December 1995 - August 1999)
- Delinquent Tax Collection Clerk @ Ohio Attorney General Betty Montgomery (April 1995 - December 1995)
- Loan Interviewer @ (April 1993 - April 1995)
Vanessa Bey Education
- Franklin University
Bachelor’s Degree (Finance)
- The Ohio State University
(Computer Science)
Vanessa Bey Skills
- Retirement Planning
- Customer Service
- Financial Planning
- Process Improvement
- Strategic Financial Planning
- Mutual Funds
- Financial Reporting
- Leadership
- Financial Services
- Asset Management
- Wealth Management
- Management
- Relationship Building
- Asset Allocation
- Finance
- Investments
- Retirement
- Financial Services Operations
- Wealth Preservation Planning
- Attention to Detail
- Client Relations
- Deadline Oriented
- Good written and verbal skills
- Collaborative Problem Solving
- Compliance & Regs
- eMoney Software
- Investment Advisory Services
- Public Speaking
- Finra
- Series 7
- Team Building
Vanessa Bey Summary
- Vanessa Bey, based in Columbus, OH, US, is currently a Operations Manager at Heartland Planning Associates. Vanessa Bey brings 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 has 1 emails and 1 mobile phone numbers on RocketReach.
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