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Carlos Jose Pena Velazco
Carlos Jose Pena Velazco
Gerente de Negocios Banca Privada | Ocean Bank
Florida, Miami, United States
Carlos Jose Pena Velazco
Summary
Carlos Jose Pena Velazco is an accomplished Vice President and Relationship Manager in Wealth Management at Ocean Bank, leveraging his extensive experience in financial consulting. With a strong background in client relations and investment strategies, he is recognized for his expertise in navigating complex financial landscapes. Carlos holds several key certifications including Series 7, 63, and 65, emphasizing his commitment to professional development and compliance. He has a rich educational background with degrees in Business Administration and Marketing from prestigious institutions. His career includes significant roles at Ocean Financial Services and Wells Fargo Advisors, where he honed his skills in client management and financial advising. Carlos is passionate about empowering clients to achieve their financial goals and is known for his strategic approach to wealth management. He thrives in dynamic environments and is dedicated to continuous learning and adaptation in the ever-evolving financial sector. Fluent communication and relationship-building are among his top strengths, making him a valuable asset in any financial institution.
Carlos Jose Pena Velazco
Work Experience
Financial Consultant at
Ocean Financial Services, LLC
May 2023 - Present
Carlos Jose Pena Velazco
Education
Instituto Tecnologico de Santo Domingo, Master en Mercadeo, Marketing/Marketing Management, General
January 2004 - January 2006
Instituto Tecnologico de Santo Domingo, Administración de Empresas, Business Administration and Management, General
Colegio Veritas
January 1982 - January 1996
Barna Business School, Programa Desarrollo Directivo
January 2008 - January 2008
Frequently Asked Questions about Carlos Jose Pena Velazco
What is Carlos Jose Pena Velazco email address?
Carlos Jose Pena Velazco's primary email address is *******@oceanbank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Carlos Jose Pena Velazco work for?
Carlos Jose Pena Velazco is a Gerente de Negocios Banca Privada at Ocean Bank.
Where Carlos Jose Pena Velazco graduated from?
Carlos Jose Pena Velazco holds a degree in null from Instituto Tecnologico de Santo Domingo.
How can I directly contact Carlos Jose Pena Velazco?
To contact Carlos Jose Pena Velazco directly, you can use the email address *******@oceanbank.com. Complete contact information is available upon registration with Muraena.
Is Carlos Jose Pena Velazco an immigrant?
Yes, Carlos Jose Pena Velazco is an immigrant and currently based in United States
Who is Carlos Jose Pena Velazco?
Carlos Jose Pena Velazco is an accomplished Vice President and Relationship Manager in Wealth Management at Ocean Bank, leveraging his extensive experience in financial consulting. With a strong background in client relations and investment strategies, he is recognized for his expertise in navigating complex financial landscapes. Carlos holds several key certifications including Series 7, 63, and 65, emphasizing his commitment to professional development and compliance. He has a rich educational background with degrees in Business Administration and Marketing from prestigious institutions. His career includes significant roles at Ocean Financial Services and Wells Fargo Advisors, where he honed his skills in client management and financial advising. Carlos is passionate about empowering clients to achieve their financial goals and is known for his strategic approach to wealth management. He thrives in dynamic environments and is dedicated to continuous learning and adaptation in the ever-evolving financial sector. Fluent communication and relationship-building are among his top strengths, making him a valuable asset in any financial institution.
Carlos`s contact details
*******@oceanbank.com
**************@wellsfargoadvisors.com
Colleagues
Administrative Assistant
Manager of EDP and Proof Department
AVP / Branch Manager
Vice President
Managing Director
Vice President
Vice President
Vice President/Branch Manager
Private Banking Officer
Lending Officer/Credit Analyst