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
Last updated Jun 14, 2024
Contact Information
Workplace
Colleagues
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
Education
1989 — 1991
1988 — 1989
1986 — 1989
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.