Felix J. Vera

Felix J. Vera

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  • Timeline

  • About me

    Regional Director, Patrick Capital Markets

  • Education

    • Manhattan University

      -
  • Experience

    • Morgan Stanley

      Nov 2000 - Mar 2015
      • Vice President, Associate Program Director, Rep as Advisor Program

        Dec 2013 - Mar 2015
      • Vice President, Consulting Group Internal Sales Desk Director

        Mar 2013 - Nov 2013
      • Assistant Vice President, Portfolio Management & Consulting Group Advisor Sales

        Jan 2008 - Feb 2013
      • Manager, Separately Managed Accounts Sales

        Jan 2005 - Dec 2007
      • Supervisor, Mutual Fund Wrap Products Sales

        Nov 2000 - Dec 2004
    • Lightstone Group

      Mar 2015 - Mar 2017
      Alternative Investments Sales & Distribution
    • S2K

      Mar 2017 - Apr 2018
      Capital Markets
    • Central Park Group, LLC

      Apr 2018 - Nov 2018
      Alternative Investments Sales & Distribution
    • Cantor Fitzgerald

      Apr 2019 - Mar 2020
      Global Asset Management Sales & Distribution
    • Nelson Partners Student Housing

      Mar 2020 - Jun 2021
      Director
    • Patrick Capital Markets, LLC

      Jun 2021 - Aug 2022
      Regional Director
    • The True Life Companies

      Aug 2022 - Oct 2023
      Regional Director
    • Patrick Capital Markets, LLC

      Oct 2024 - now
      Regional Director
  • Licenses & Certifications

    • Series 7 - General Securities Representative

      FINRA
    • Series 63 - Uniform Securities Agent State Law

      FINRA