As Manager, Business Operations and Compliance, Evelyn Velez is charged with the management of a number of CapAcuity’s daily business operations, including broker-dealer and registered investment advisor compliance, office management and human resources. She works closely with the executive team in care of key business functions and all facets of office management that support company growth. She also works closely with and in support of the VP of finance and CapAcuity’s finance department.
Prior to CapAcuity, Evelyn served as a tax staff paraprofessional and tax administrator with the accounting firm BKHM CPAs, where she was responsible for the preparation of quarterly and yearly payroll, informational, individual and trust tax returns, IRS notice responses, and foreign tax forms. She also assisted individual clients with analyzing tax documents, determining deductions, and preparing federal and state tax returns. Previously, she also held positions with Wells Fargo Home Mortgage, Centex Homes, Suntrust Bank, and Morgan Stanley Dean Witter.