Holly Villasi

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Profil

Ms. Holly Villasi is a Principal at Blue Creek Investment Partners LLC May 2011.
Her commitment to developing long-term client relationships within a firm dedicated to the principles of in-depth financial planning and concierge level service made BlueCreek a perfect fit.
As the Director of Client Relations, she overseas all aspects of the client experience including: helping prospective clients understand the services we provide, aiding advisors in the creation of comprehensive financial plans, implementation of financial plans, branch marketing, and managing compliance and operation policies and procedures for the branch.
Prior to joining BlueCreek, Ms. Villasi was first Series 7 and 63 registered while working with two leading regional bank brokerage firms in Kansas City.
She continued her career as a manager in the supervisory office of a network of over 60 independent advisors spread across the nation.
While in that position, she completed the Series 65 and 24 exams to become a Registered Investment Advisor Representative and General Securities Principal.
Ms. Villasi graduated with distinction, earning a Bachelor's Degree in Piano Performance from the University of Missouri in Kansas City, and continues to teach a small studio of private piano students.
As a founding member of the first BlueCreek branch office, she looks forward to playing an integral role in establishing BlueCreek as a recognized leader in the Kansas City area.

Anciens postes connus de Holly Villasi

Sociétés	Poste	Fin
UMB Financial Services, Inc.	Corporate Officer/Principal	31/10/2008
Keel Point LLC	Corporate Officer/Principal	-

Formation de Holly Villasi

University of Missouri

Undergraduate Degree