Financial Advisor@ VALIC
Gainesville, Florida, United States
Robert Velez
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FlashIntel GPTRobert Velez is a Financial Advisor with 18 years of experience in the banking industry. He has a strong background in retail banking and leadership. Currently, he works at VALIC Financial Advisers, Inc. in the United States. Prior to this, he worked at JPMorgan Chase & Co. as a Relationship Manager. Robert Velez is highly skilled in providing financial advice and guidance to clients in the retail banking sector.
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About
Financial Advisor, VALIC Financial Advisers, Inc.
Work Experience
Financial Advisor
Financial Services
Robert Velez's Professional Milestones
- Relationship Manager (2005-10-01~2015-09-01): Building trust with clients and ensuring their relationship-building goals are met.
- Financial Advisor (2015-09-01~): Provided exceptional financial guidance and insights to individuals, providing personalized investment strategies for optimal financial performance.
Skill
Banking
Retail Banking
Leadership
Certification
Colleagues
Marques Bates, MBA
Chief Compliance Officer
Lou McNeal
vp & treasurer at valic
Fred Brandenburg
Senior District Vice President
Beau Niedermeier, CFP®
Divisional Vice President
pat welch
executive assistant to vp at valic
Other Named Robert Velez
Frequently asked questions
We found 5 Robert Velez's email addresses
We found 3 Robert Velez's phone numbers
Robert Velez works for VALIC
Robert Velez's role in VALIC is Financial Advisor
Robert Velez works in the industry of Financial Services
Robert Velez's colleagues are Marques Bates, MBA,Lou McNeal,Fred Brandenburg
Robert Velez's latest job experience is Financial Advisor at VALIC
