Felipe Manuel Venegas

Current Employers

Employment History

• 05/1997 → Present
  Massachusetts Mutual Life Insurance Company
  Boston, MA
• 09/1997 → Present
  Mml Investors Services
  Boston, MA

Other Businesses

(1) NAME: FELIPE M. VENEGAS INV REL: Y ADD: 280 CONGRESS STREET, SUITE 1300, BOSTON, MA 02210 NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH, LIFE, DISABILITY, HEALTH INSURANCE. POSITION: SALES. START DATE: MAY 1997 NO. HR/MO: 1. NO. HR/MO DURING SEC TRADING: 1. (2) NAME: APEX COACHING LLC. INV REL: N ADD: 364 AMORY STREET, JAMAICA PLAIN, MA 02130. NATURE: OTHER: NON-FINANCIAL PLANNING RELATED AREAS OF FAMILY AND FAMILY BUSINESS. POSITION: OWNERSHIP. START DATE: 06/11/2015 NO. HR/MO: 5. NO. HR/MO DURING SEC TRADING: 5. DESCRIBE DUTIES: APEX COACHING, LLC IS AN OUTSIDE BUSINESS ACTIVITY THAT FOCUSES ON THE NON-FINANCIAL PLANNING RELATED AREAS OF FAMILY AND FAMILY BUSINESS. THE ACTIVITY CAN BE BEST DESCRIBED AS THE DESIGNING OF AGENDAS AND ORGANIZATION OF, HOSTING AND THE FOLLOW UP OF FAMILY FORUMS. PRIMARY ROLE WILL BE AS A MODERATOR AND FACILITATOR OF NON-FINANCIAL PLANNING RELATED TOPICS SUCH AS BEST PRACTICES FOR INCREASING OVER ALL COMMUNICATION ACROSS GENERATIONS, INCREASING OVERALL FAMILY INVOLVEMENT, DESIGNING CUSTOM FAMILY GOVERNANCE GUIDELINES, AND ALL OF THE ADMINISTRATIVE REQUIREMENTS THAT GO ALONG WITH IT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-10-02
• S63 Uniform Securities Agent State Law Examination
  1997-10-06

Other Names

• Felipe M Venegas