Cynthia Perez's Location
Midlothian, VA, US
Cynthia Perez's Work
- Vice President, Wealth Planner @ Fidelity Investments
- Financial Consultant @ Fidelity Investments
- Investment Consultant @ Fidelity Investments
- Investor Relations @ PT Asset Management, LLC (PTAM)
- Director of Operations @ PT Asset Management, LLC (PTAM)
- Senior Associate @ Performance Trust Capital Partners
- Wholesaler @ First Trust
- Banker and Teller @ Bank One
- Volunteer EMT @ LAKE OF THE WOODS VOLUNTEER FIRE & RESCUE COMPANY INC
Cynthia Perez's Education
- Capella University
Master of Business Administration (Finance)
2018 - 2020 - Judson University
Bachelor of Arts (Leadership, Management)
2011 - 2013 - Christopher Newport University
(Computer Science)
1994 - 1997
- Orange County High School
Cynthia Perez's Skills
- Strategic Financial Planning
- Retirement Planning
- Asset Management
- Investments
- Separately Managed Accounts
- Mutual Funds
- Equities
- Fixed Income
- Series 24
- Series 7
Cynthia Perez's Summary
Cynthia Perez, based in Midlothian, VA, US, is currently a Vice President, Wealth Planner at Fidelity Investments, bringing experience from previous roles at Fidelity Investments and Ptam (Pt Asset Management, Llc). Cynthia Perez holds a 2018 - 2020 Master of Business Administration in Finance @ Capella University. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Asset Management, Investments, Separately Managed Accounts and more, Cynthia Perez contributes valuable insights to the industry. Cynthia Perez has 2 emails on RocketReach.
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