Senior Manager, Financial Wellness
Mr. Vela * joined the Pensionmark team in October 2013 and is part of the Advisor Support Program to which he provides operational support to Pensionmark’s network of advisors. In addition, Mr. Vela oversees the day to day operations of the Financial Wellness Help Center and serves as a Relationship Manager for key group of Pensionmark clients. Mr. Vela currently holds his Series 6 and 63 registrations and is pursuing his series 65.
Mr. Vela graduated from the University of California, Santa Barbara with a double major in Communications and Spanish. While in attendance, Mr. Vela studied abroad in Lyon, France for a semester and was also an active member of the Business Fraternity, Alpha Kappa Psi. After graduating in 2011, he taught English abroad in Madrid, Spain for two years.
* Pensionmark Corporate Employee