Willard D. Velie

Contact Info
Willard D. Velie
Industry Experience: 
30 years

Will attended Southern Methodist University from 1978-1981, and began his career as a representative with ABT Financial Services in 1982, followed by 4 years with Mackenzie Investment Management as a regional manager. After Mackenzie, Will spent 9 years at Templeton where he became Managing Director of Templeton Worldwide, focusing on developing their international distribution platform. At Scudder Investments Will restructured the firm’s international sales strategy, then moved to Prudential International Investments, where as Senior Managing Director he created and implemented the firm’s third-party global business, and redesigned their non-proprietary distribution platform. In 2003, Will was a founding member WynVale Financial Group LLC, and later formed WynVale Financial Distributors (Broker/Dealer) as a managing principal. Will also co-founded Aqueduct Investment Partners, a private equity firm focused on delivering globally diversified agriculture portfolios.