![Veronica Vilchez](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profil
Prior to joining Evensky & Katz in October 1996.
she has earned an Associates Arts Degree from Miami Dade College and has attended Florida International University and the University of Miami.
At the University of Miami, She is studying for the Certified Financial Planner designation.
Ms. Vilchez works in conjunction with the Advisors in advisory capacity and coordinates wire transfers, distributions, and trading executions as directed by the Advisor.
She interfaces with clients to gain updated client information as necessary and also prepares rebalancing and trading reports.
Ehemalige bekannte Positionen von Veronica Vilchez
Unternehmen | Position | Ende |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Corporate Officer/Principal | 01.06.2010 |
Ausbildung von Veronica Vilchez
Miami Dade College | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
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Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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Evensky & Katz LLC
![]() Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | Finance |