Ivan Velez
About Ivan Velez
Ivan Velez is a Sr. Client Executive at Transamerica, with a background in finance and client services. He has held various positions in notable companies, including John Hancock and Schwab Retirement Plan Services, and holds a Bachelor of Business Administration from Universidad de Puerto Rico.
Work at Transamerica
Ivan Velez has been employed at Transamerica as a Senior Client Executive since 2020. In this role, he is responsible for managing client relationships and providing strategic guidance to ensure client satisfaction and retention. His experience in client management and relationship building contributes to the company's commitment to delivering quality service.
Previous Experience at John Hancock
Before joining Transamerica, Ivan Velez served as Vice President of Strategic Relationship Management at John Hancock from 2018 to 2020. In this position, he focused on developing and maintaining strategic partnerships, enhancing client engagement, and driving business growth through effective relationship management.
Career at Schwab Retirement Plan Services
Ivan Velez held multiple roles at Schwab Retirement Plan Services. He began as a Senior Client Services Representative from 2008 to 2012, where he provided support to clients and addressed their inquiries. He then advanced to Relationship Manager from 2013 to 2018, overseeing client relationships and ensuring service excellence. He also served as Client Services Team Manager for a year in 2012 to 2013, leading a team to enhance client service delivery.
Education and Expertise
Ivan Velez earned a Bachelor of Business Administration (BBA) with a focus on Finance and Financial Management Services from Universidad de Puerto Rico. His educational background provides a strong foundation for his roles in client management and financial services, equipping him with the necessary skills to navigate complex financial landscapes.
Background in Sales and Business Development
Ivan Velez has a diverse background in sales and business development. He worked as a Sales Consultant at Dell EMC for one year in 2005 to 2006, where he focused on sales strategies and customer engagement. Additionally, he held a position at Bank of America from 2006 to 2008, where he was involved in management and business development, further enhancing his expertise in client relations.