Brian Perez Email & Phone Number
Account Executive, General Business - Financial Services @ Salesforce
Brian Perez's Location
California, United States
Brian Perez's Work
- Account Executive, General Business - Financial Services @ Salesforce
- Sales Director - Enterprise @ Total Expert
- Strategic Sales @ Blend
- Entrepreneurial Period @ Founder/Principal
- Sales and Service (Senior Leadership and Operating roles) @ Fisher Investments
Brian Perez's Education
- University of Notre Dame
Bachelor of Business Administration (B.B.A.) (Finance)
- Universidad Iberoamericana, Ciudad de México
(Immersion Program)
Brian Perez's Skills
- Start Ups
- Equities
- Investment Management
- Retirement Planning
- Portfolio Management
- Asset Management
- Investments
- Wealth Management
- Investment Strategies
- Asset Allocation
Brian Perez's Summary
Brian Perez, based in California, United States, is currently a Account Executive, General Business - Financial Services at Salesforce, bringing experience from previous roles at Total Expert, Blend, Founder/Principal and Fisher Investments, LLC. Brian Perez holds a Bachelor of Business Administration (B.B.A.) in Finance @ University of Notre Dame. With a robust skill set that includes Start Ups, Equities, Investment Management, Retirement Planning, Portfolio Management and more, Brian Perez contributes valuable insights to the industry. Brian Perez has 2 emails on RocketReach.
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