Rafael Velez

Investment Management

Since 1998, Rafael Velez has been working in Summit Financial Advisors. Rafael is a well-qualified Owner with over seven years of work experience. According to Rafael's resume and work profile, this person has worked at more than three companies with numerous backgrounds and gained various skills. Rafael studied at the Menlo College from 1989 to 1991. Rafael Velez can be found in San Francisco, California – where the professional currently lives. You can search for the person's email address and phone number. We can also provide you additional contact information upon request.
Name variants:
Raphael Velez

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Contact Information

Last Update
Feb 1, 2016
Location
San Francisco, CA

Workplace

Summit Financial
Owner

Industry

Financial Services

Work History

Owner

Summit Financial Advisors, LLC is a SEC Registered Investment Adviser providing private account and wealth management services to clients in Northern California and across the country. Foun...
from May 1998

Vice President, Retirement Planning

Oct 1995 — Apr 1998

Senior Financial Advisor

May 1991 — Oct 1995

Occupations

Executive
Owner
Counselor
Chief Executive Officer
Director of Quality Control
Advisor
Vice President
Chief Executive
Corporate Executive
Compliance Manager

FAQs about Rafael Velez

What's the main profession of Rafael Velez?

The expert is a Investment Management.

What are the profession of The expert?

These person's professions are Executive and Owner

Where is Rafael Velez currently located?

Rafael Velez is located in San Francisco, California.

Where did Rafael Velez work?

Rafael Velez worked at Summit Financial Advisors, LLC, Citicorp.

Does Rafael Velez have personal webpage or blog?

Rafael`s website is http://www.summit-advisors.com, http://www.finra.org, and http://www.sipc.org.

Where has Rafael Velez studied?

Rafael studied at the Menlo College from 1989 to 1991.
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