Beth Veloz

Senior Vice President at ExchangeRight

Beth Veloz is the Senior Vice President at ExchangeRight. Beth has over 10 years of experience in the financial industry. Beth started their career at Bank of America as a Financial Services Representative. Beth then moved to FTB Advisors as a Licensed Banker. In 2012, Beth joined Capital Financial as an Associate. During their time at Capital Financial, they were promoted to Partner and their focus was on financial planning for high net worth business owners. In 2014, Beth joined ExchangeRight Real Estate and is now the Senior Vice President.

Beth Veloz has a BBA in Marketing & Finance from Harding University. Beth also has certification from Sandler Training in Sandler Silver Certification and Sandler Bronze Certification. Additionally, they have a certification from YOUNG LEADERS COUNCIL INC in Graduate - Young Leaders Council. Beth Veloz is also licensed in Life and Health Insurance. Finally, they have their Series 22, Series 6, and Series 63 certifications from Financial Industry Regulatory Authority (FINRA).

Beth Veloz works with David Flamm - Vice President, Weldon Evans - National Sales Director, and Danny Carmona - Senior Vice President. Their manager is Geoffrey D. Flahardy, Director of National Accounts.

Timeline

  • Senior Vice President

    Current role

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