Type Of Business:
Financial Planning Company
Expertise:
Mr. Velea's expertise is in retirement annuities plans and investment preparation.
Major Product/SVS:
Financial, Insurance and Investment Planning
Hobbies/Sports:
Volleyball, Reading Detective Novels, Traveling
Education Degrees:
Bachelor's Degree in Political Science, Rutgers, The State University of New Jersey (1999)
Industry:
Finance Management
Date of Distinction:
9/28/2009
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of his career was having the opportunity to work with a 9/11 widow who was left with 6 year-old twin girls to raise alone. He was able to have both children prepared for college and the widow with a nice home plus an investment along with life insurance for the entire family.
Charity:
Treasurer, Georgian Society; United Way; Advocate, Children's Education and Life Insurance for the Less Fortunate, Massachusetts Mutual Life Insurance Company
Number Of Years In Profession:
13
Number Of Years In Current Position:
2
What Does He/She Attribute Success To:
He attributes his success to his positive attitude, dedication, proactive nature, ability to serve his clients to his fullest potential, and the support he receives from his wife Alison, his parents, Maria and Dumitry, his sister Margaret, and his brother-in law and mentor, John Donneley.
Why did you become involved in your profession or industry?:
He became involved in his profession because he wanted to learn more about the financial planning and investment industry in order to help the less knowledgeable group of individuals in the field, as his own parents were immigrants that advantage had been taken of.
Position Responsibilities and Duties:
Assisting Clients with Resources to Achieve Financial Goals, Retirement and Estate Planning, Helping Businesses to Keep Track of Investment and Annuity Growth, Auditing and Finding Solutions to Meet Customers' Needs, Working with Retirees between Five and Ten Years Out of the Job Market, Discussing Basic Plans and Needs, Hopes and Dreams, Dealing with Mid-Wealth Clients with Assets of One to 10 Million Dollars, Mentoring the Younger Agents
Education Certifications:
Certified Financial Planner
Awards/Honors:
Leader's Award, Massachusetts Mutual Life Insurance Company (2008); Rising Life Insurance Leader Award (2008); Sales Award, Emerald Financial Resources; Rising Annuity Leader Award