Talk to sales Try for Free
Felix J. Vera

Felix J. Vera

Followers of Felix J. Vera601 followers
location of Felix J. VeraCharlotte Metro

Connect with Felix J. Vera to Send Message

Connect

Connect with Felix J. Vera to Send Message

Connect

  • 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