Investment Advisor
Current
Apr 2021 - Present
AeroLeads people directory · profile
Ben Treece Email & Phone Number
Investment Advisor
at
San Blas Securities
1 work email found
@treeceinvestments.com
2 phones found area 419
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor
Location
Toledo, Ohio, United States
Company size
Who is Ben Treece? Overview
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Quick answer
Ben Treece is listed as Investment Advisor at San Blas Securities, a with 16 employees, based in Toledo, Ohio, United States. AeroLeads shows a work email signal at treeceinvestments.com, phone signal with area code 419, and a matched LinkedIn profile for Ben Treece.
Ben Treece previously worked as Partner, Broker at Treece Financial Services Corp. and Partner, Investment Advisor at Treece Investment Advisory Corp.. Ben Treece holds Bba, International Finance And Marketing from University Of Miami - School Of Business.
Company email context
Email format at San Blas Securities
This section adds company-level context without repeating Ben Treece's masked contact details.
{first}@treeceinvestments.com
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AeroLeads found 1 current-domain work email signal for Ben Treece. Compare company email patterns before reaching out.
Profile bio
About Ben Treece
Specialize in client relations, economics, investment management, marketing, advertising and investment strategy.
Listed skills include Investments, Marketing, Leadership, Social Media, and 28 others.
Current workplace
Ben Treece's current company
Company context helps verify the profile and gives searchers a useful next step.
San Blas Securities
5 roles
Ben Treece work experience
A career timeline built from the work history available for this profile.
Partner, Broker
Treece Financial Services Corp.
Series 7, 24 and 27 licensed broker. Treece Financial is a registered broker/dearler affiliated with Treece Investment Advisory Corp. that provides sales services and general account services to our clients.
Jan 2009 - Apr 2021
Partner, Investment Advisor
Treece Investment Advisory Corp.
Series 66 licensed investment advisor representative. At Treece Investments we aim to provide a long term investing solution to our clients based on the principle that "It's not what you own, but when you own it." The assets of the Treece Investment's partners are managed right alongside of our clients, eliminating any conflict of interest, and funds are held at a reputable 3rd party custodian for safekeeping.
Jun 2006 - Apr 2021
Apr 2011 - Jun 2015
Student Intern
Teaming up with the Launch Pad employees and staff, I assisted with student entrepreneur needs as well as assisted in coordinating the University of Miami's Global Entrepreneurship Week events.
Aug 2009 - Dec 2009
Team & coworkers
Colleagues at San Blas Securities
Other employees you can reach at sanblassecurities.com. View company contacts for 16 employees →
DP
Daniel Padilla
Colleague at San Blas SecuritiesGreater Tampa Bay Area, United States
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FP
Fortune Puleo
Colleague at San Blas SecuritiesWyckoff, New Jersey, United States
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OP
Oscar Parra
Colleague at San Blas SecuritiesPuebla, Mexico
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JG
Jonathan Grabe - Aif, Cpfa, Ppc
Colleague at San Blas SecuritiesOcala, Florida, United States
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EP
Elizabeth Peaslee
Colleague at San Blas SecuritiesSanta Monica, California, United States
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MS
Michael Squitieri
Colleague at San Blas SecuritiesNashville, Tennessee, United States
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YC
Yujia Chen
Colleague at San Blas SecuritiesNew York, United States
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FP
Fortune Puleo
Colleague at San Blas SecuritiesWyckoff, New Jersey, United States
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CB
Charles Birbara
Colleague at San Blas SecuritiesWest Hartford, Connecticut, United States
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DG
Dimitri Gaspard
Colleague at San Blas SecuritiesAtlanta, Georgia, United States
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Daniel Padilla
Colleague at San Blas SecuritiesGreater Tampa Bay Area, United States
View →
FP
Fortune Puleo
Colleague at San Blas SecuritiesWyckoff, New Jersey, United States
View →
OP
Oscar Parra
Colleague at San Blas SecuritiesPuebla, Mexico
View →
JG
Jonathan Grabe - Aif, Cpfa, Ppc
Colleague at San Blas SecuritiesOcala, Florida, United States
View →
EP
Elizabeth Peaslee
Colleague at San Blas SecuritiesSanta Monica, California, United States
View →
MS
Michael Squitieri
Colleague at San Blas SecuritiesNashville, Tennessee, United States
View →
YC
Yujia Chen
Colleague at San Blas SecuritiesNew York, United States
View →
FP
Fortune Puleo
Colleague at San Blas SecuritiesWyckoff, New Jersey, United States
View →
CB
Charles Birbara
Colleague at San Blas SecuritiesWest Hartford, Connecticut, United States
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DG
Dimitri Gaspard
Colleague at San Blas SecuritiesAtlanta, Georgia, United States
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2 education records
Ben Treece education
Bba, International Finance And Marketing
Education record
Sylvania Northview High School
FAQ
Frequently asked questions about Ben Treece
Quick answers generated from the profile data available on this page.
What company does Ben Treece work for?
Ben Treece works for San Blas Securities.
What is Ben Treece's role at San Blas Securities?
Ben Treece is listed as Investment Advisor at San Blas Securities.
What is Ben Treece's email address?
AeroLeads has found 1 work email signal at @treeceinvestments.com for Ben Treece at San Blas Securities.
What is Ben Treece's phone number?
AeroLeads has found 2 phone signal(s) with area code 419 for Ben Treece at San Blas Securities.
Where is Ben Treece based?
Ben Treece is based in Toledo, Ohio, United States while working with San Blas Securities.
What companies has Ben Treece worked for?
Ben Treece has worked for San Blas Securities, Treece Financial Services Corp., Treece Investment Advisory Corp., Toledo Free Press, and The Launch Pad At Um.
Who are Ben Treece's colleagues at San Blas Securities?
Ben Treece's colleagues at San Blas Securities include Daniel Padilla, Fortune Puleo, Oscar Parra, Jonathan Grabe - Aif, Cpfa, Ppc, and Elizabeth Peaslee.
How can I contact Ben Treece?
You can use AeroLeads to view verified contact signals for Ben Treece at San Blas Securities, including work email, phone, and LinkedIn data when available.
What schools did Ben Treece attend?
Ben Treece holds Bba, International Finance And Marketing from University Of Miami - School Of Business.
What skills is Ben Treece known for?
Ben Treece is listed with skills including Investments, Marketing, Leadership, Social Media, Market Research, Marketing Strategy, Finance, and Customer Service.
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