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Carlos Jose Pena Velazco

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Carlos Jose Pena Velazco

Gerente de Negocios Banca Privada | Ocean Bank

Florida, Miami, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Immigrant

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Carlos Jose Pena Velazco

Work Experience

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Financial Consultant at

Ocean Financial Services, LLC

May 2023 - Present

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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

mail

*******@oceanbank.com

**************@wellsfargoadvisors.com

Colleagues

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Leida Lorenzo

Administrative Assistant

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Gilbert Viera

Manager of EDP and Proof Department

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Henry Lacayo

AVP / Branch Manager

Carlos Sandino

Vice President

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Jorge E Gonzalez Cmfc

Managing Director

Marrero Jose

Vice President

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Christian Alfonso

Vice President/Branch Manager

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Christian Rodriguez

Private Banking Officer

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Jancarlos Llach

Lending Officer/Credit Analyst

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