Nancy Velez is a Client Service Specialist in our Southeast regional office. Nancy is well-versed in many aspects of operations and able to handle a full range of client service requests including client on-boarding, account setup/modifications, tax reporting documentation, and money movements. Nancy brings nearly 20 years of experience to her role in working with clients, fulfilling a personal passion for delivering efficient and seamless service.
Nancy is a member of the firm’s Women & Wealth oversight committee in which she applies her experience to help women engage fully in their financial lives as well as promotes financial services as a professional career path for other women. Prior to joining Calamos Wealth Management Nancy served in several capacities within the financial services industry including as a Client Advisor Associate at Boston Private Wealth and Relationship Manager/Assistant VP at BNP Paribas. Her experience also includes working with many international clients, families and institutions.
She earned her B.S. in Business Administration with a concentration in Finance from the University of Florida and an M.B.A. from Nova Southeastern University. Nancy is fluent in Spanish in addition to being conversational in French and Portuguese.