AeroLeads people directory · profile
Chris Vetrano Email & Phone Number
Vice President of Operations, Branch Manager
at
Elevon Wealth Management
1 work email found
@elevonwealthmanagement.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President of Operations, Branch Manager
Location
San Francisco, California, United States
Company size
Who is Chris Vetrano? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Chris Vetrano is listed as Vice President of Operations, Branch Manager at Elevon Wealth Management, a company with 7 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at elevonwealthmanagement.com and a matched LinkedIn profile for Chris Vetrano.
Chris Vetrano previously worked as Vice President of Operations at Elevon Wealth Management and Branch Manager at Raymond James. Chris Vetrano studied at Finra Series 7, 24, 63, 66, 99.
Company email context
Email format at Elevon Wealth Management
This section adds company-level context without repeating Chris Vetrano's masked contact details.
{first}.{last}@elevonwealthmanagement.com
89% confidence
AeroLeads found 1 current-domain work email signal for Chris Vetrano. Compare company email patterns before reaching out.
Profile bio
About Chris Vetrano
Proven leader in securities compliance and brokerage operations with over 20 years of expertise in investment services (holding six FINRA licenses). Strong background in equity, options, and fixed income trading, with deep knowledge of broker-dealer compliance and a keen ability to keep up with regulatory changes. Known for a hands-on, entrepreneurial approach to identifying operational gaps, creating scalable processes, and implementing long-term solutions that help to balance compliance and business growth. Recognized for delivering seamless operations in high-velocity environments.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Elevon Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information:http://raymondjames.com/smicd.htm
Listed skills include Series 7, Securities, Wealth Management, Financial Services, and 23 others.
Current workplace
Chris Vetrano's current company
Company context helps verify the profile and gives searchers a useful next step.
Elevon Wealth Management
8 roles
Chris Vetrano work experience
A career timeline built from the work history available for this profile.
Vice President Of Operations
CurrentCompliance & Oversight Owner: Directly accountable for compliance, operations, trade supervision, and audit readiness for a team of 18, supporting approximately $850 million in AUM (a/o 10/24/2024) across seven nationwide branches, successfully managing annual audits since 2018.Client Operations: Manage operations and service for over 1,000 client.
Oct 2016 - Present
Branch Manager
Current
Oct 2016 - Present
Practice Administration Manager, Assistant Vice President
High-Net-Worth Client Operations: Supported several top-tier Financial Advisors, helping them to achieve significant client relationship growth and recurring revenue increases. Process Implementation: Developed and refined onboarding processes, enabling successful transfer of assets with minimal disruption to the clients and the business.Client Service.
Feb 2008 - Oct 2016
Client Service Associate
Lead Associate for three top Financial Advisors Cultivated loyal relationships with clients capturing external assets and increasing revenue Collaborated on retirement models and quarterly performance reports
Jan 2007 - Feb 2008
Custodial Relations Group Associate
Critical in driving relationship between front office and custodianProcessed high volume of wires, asset transfers, journals and disbursements receiving company-wide recognition for performance
Mar 2006 - Jan 2007
Sales Assistant
Jbc Financial Group, Inc.
Drove marketing and operational functions providing analytical support for client portfolios
Aug 2004 - Feb 2006
Lead Database Coordinator
Maintained daily billing ledger & lead database for regionRouted incoming web-based & credit card generated sales leads to Financial Advisor's
Sep 2001 - Oct 2002
1 education record
Chris Vetrano education
-
Finra Series 7, 24, 63, 66, 99
FAQ
Frequently asked questions about Chris Vetrano
Quick answers generated from the profile data available on this page.
What company does Chris Vetrano work for?
Chris Vetrano works for Elevon Wealth Management.
What is Chris Vetrano's role at Elevon Wealth Management?
Chris Vetrano is listed as Vice President of Operations, Branch Manager at Elevon Wealth Management.
What is Chris Vetrano's email address?
AeroLeads has found 1 work email signal at @elevonwealthmanagement.com for Chris Vetrano at Elevon Wealth Management.
Where is Chris Vetrano based?
Chris Vetrano is based in San Francisco, California, United States while working with Elevon Wealth Management.
What companies has Chris Vetrano worked for?
Chris Vetrano has worked for Elevon Wealth Management, Raymond James, Wells Fargo Advisors, Salomon Smith Barney Holdings Inc. (Nyse: Sb), and Assetmark Investment Services.
Who are Chris Vetrano's colleagues at Elevon Wealth Management?
Chris Vetrano's colleagues at Elevon Wealth Management include Tiffani Van Goethen and Brandon Van Goethen.
How can I contact Chris Vetrano?
You can use AeroLeads to view verified contact signals for Chris Vetrano at Elevon Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Chris Vetrano attend?
Chris Vetrano studied at Finra Series 7, 24, 63, 66, 99.
What skills is Chris Vetrano known for?
Chris Vetrano is listed with skills including Series 7, Securities, Wealth Management, Financial Services, Compliance, Series 63, Equity Trading, and Options.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial