![Holly Villasi](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Holly Villasi
Keine laufenden Positionen mehr
Profil
Ms. Holly Villasi is a Principal at Blue Creek Investment Partners LLC May 2011.
Her commitment to developing long-term client relationships within a firm dedicated to the principles of in-depth financial planning and concierge level service made BlueCreek a perfect fit.
As the Director of Client Relations, she overseas all aspects of the client experience including: helping prospective clients understand the services we provide, aiding advisors in the creation of comprehensive financial plans, implementation of financial plans, branch marketing, and managing compliance and operation policies and procedures for the branch.
Prior to joining BlueCreek, Ms. Villasi was first Series 7 and 63 registered while working with two leading regional bank brokerage firms in Kansas City.
She continued her career as a manager in the supervisory office of a network of over 60 independent advisors spread across the nation.
While in that position, she completed the Series 65 and 24 exams to become a Registered Investment Advisor Representative and General Securities Principal.
Ms. Villasi graduated with distinction, earning a Bachelor's Degree in Piano Performance from the University of Missouri in Kansas City, and continues to teach a small studio of private piano students.
As a founding member of the first BlueCreek branch office, she looks forward to playing an integral role in establishing BlueCreek as a recognized leader in the Kansas City area.
Ehemalige bekannte Positionen von Holly Villasi
Unternehmen | Position | Ende |
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UMB Financial Services, Inc.
![]() UMB Financial Services, Inc. Investment ManagersFinance Part of UMB Financial Corp., UMB Financial Services, Inc. is a company that provides investment advice. The company is based in Kansas City, MO. | Corporate Officer/Principal | 31.10.2008 |
Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Corporate Officer/Principal | - |
Ausbildung von Holly Villasi
University of Missouri | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 2 |
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Keel Point LLC
![]() Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
UMB Financial Services, Inc.
![]() UMB Financial Services, Inc. Investment ManagersFinance Part of UMB Financial Corp., UMB Financial Services, Inc. is a company that provides investment advice. The company is based in Kansas City, MO. | Finance |