Ocean Bank
Carlos Jose Pena Velazco currently serves as Vice President & Relationship Manager for Wealth Management at Ocean Bank since May 2023. Prior experience includes roles as Financial Advisor at Bolton Global Capital from March 2021 to May 2023, and as International Senior Registered Client Associate at Wells Fargo Advisors between July 2016 and March 2021. Carlos was also the Resident Vice President and Citigold Manager at Citibank from March 2010 to July 2016, and held directorial roles at Banco Multiple Leon from February 2006 to February 2010. Carlos holds a Master's degree in Marketing from Instituto Tecnologico de Santo Domingo and has completed a management development program at Barna Business School. Additionally, Carlos possesses a degree in Business Administration from Instituto Tecnologico de Santo Domingo.
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Ocean Bank
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Ocean Bank is one of the largest independent commercial banks headquartered in Florida. Chartered in 1982, the bank operates a network of branches throughout Miami-Dade and Broward counties. Ocean Bank is an equal opportunity employer with more than 500 employees. Through the years, Ocean Bank has preserved the practice of nurturing a close and personal relationship with each customer. At Ocean Bank, a personal banker will guide you through financial decisions. In addition, an officer familiar with your accounts will answer all financial questions and expedite transactions, all with your best interest at heart. Ocean Bank aspires to be one of the most financially sound, profitable banks in the Southern Florida market. The bank will grow by meeting the broad financial needs of local businesses, families, and other select customer groups in a most personal and professional manner.