Vanessa D Bey

Investment Consultant

Name variants:
Van Bey, Vannie Bey, Vanna Bey, Nessa Bey, Essa Bey
Last updated Jun 23, 2024

Contact Information

Last Update
Jul 1, 2022
Email
va**@bishofffinancial.com, vb**@gmail.com
Location
Columbus, OH

Workplace

Heartland Bank (Midland States Bank as of 4/20/15)
Investment Consultant

Effingham, IL

Industry

Banking

Work History

Investment Consultant

430 north Hamilton Rd, Whitehall, OH 43213
from Feb 2018

Investment Consultant

from Feb 2018

Director of Client Services

7650 Rivers Edge Dr SUITE 240, Columbus, OH 43235
Key Contributions: Maintain the day to day operations of a full-service financial planning office Care for the needs of the clientele from A-Z, from the first moment of engagement through...
Feb 2017 — Feb 2018

Investor Relations Coordinator

21 east State St SUITE 1800, Columbus, OH 43215
Core Properties has been renamed Core Real Estate Capital.Since 2001, Core Real Estate Capital has offered investors access to institutional-quality real estate investment opportunities thro...
Jul 2015 — Feb 2017

Financial Services Professional

Feb 2015 — Jul 2015

Director of Operations

250 west Old Wilson Bridge Rd SUITE 320, Worthington, OH 43085
Jun 2007 — Feb 2015

Director of Operations

Worthington, OH
Jun 2007 — Feb 2015

Real Estate Investor and Educator

Partnered with a fellow real estate investor and grew into more of a coaching and a subsequent product-driven business. Maintained all of the operations and worked closely with our students ...
Sep 2004 — Jun 2007

Real Estate Investor/Educator

Gahanna, OH
Sep 2004 — Jun 2007

Investment Service Specialist

Columbus, OH
Feb 2004 — Sep 2004

Registered Financial Associate

Dublin, OH
Nov 2000 — Feb 2004

Registered Financial Associate

Was brought in to assist several brokers and manage not only their clients’ daily needs but also performed marketing duties to enhance business performance. There was a strong emphasis on re...
Nov 2000 — Feb 2004

Director of Client Services

Columbus, OH
Jul 2000 — Sep 2000

Registered Sales Assistant

1585 Broadway, New York, NY 10003
Brought in to be the point person for all new accounts and provide point of contact service for existing clientele. Assisted with stock and mutual fund purchases/sales on an on-going basis a...
Aug 1999 — Jul 2000

Registered Sales Assistant

Columbus, OH
Aug 1999 — Jul 2000

Director of Client Services

Columbus, OH
Dec 1995 — Aug 1999

Delinquent Tax Collection Clerk

Processed lien releases on real estate properties. Gained a fundamental understanding of the tax collection/lien assessment process for small business owners. Developed a unique collectio...
Apr 1995 — Dec 1995

Loan Interviewer

96 north 4Th St, Columbus, OH 43215
Performed ratio analysis on credit reports and loan applications, along with processing of all related documentation including memo title applications, powers of attorney and security agreem...
Apr 1993 — Apr 1995

Education

Bachelor of Science in Finance

Columbus, OH
Sep 1996 — Apr 1999
1996 — 1999
Columbus, OH
Sep 1991 — Mar 1992

Occupations

Counselor
Executive
Director
Advisor
Accountant
Finance and Accounting Specialist
Operations Manager
Accounting Bookkeeper
Bookkeeper

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 and Regs
Emoney Software
Investment Advisory Services
Public Speaking
Finra
Series 7
Team Building
work well on deadlines
strong attention to detail
collaborative problem solving
client relations
public speaking
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