Dave Perez Email & Phone Number
Founder
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Dave Perez Location
- Nashville, TN, US
Dave Perez Work
- 2024 -now Senior Vice President of Advisory Services @
- 2023 -2024 Advisor Relationship Manager @
- 2020 -now Investment Advisor Representative @
- 2021 -now Founder @ Union Financial Services, LLC.
- 2018 -2020 Financial Relationship Senior Consultant @
- 2015 -2017 Financial Services Specialist @
- 2013 -2015 Advisor @ Financial Planning Center, LLP
- 2013 -2013 Associate Sales Coordinator @
Dave Perez Education
- Norwich University
BA in History (Military History)
2007-2011 - Xavier High School
HS
2003-2007
Dave Perez Summary
- Dave Perez, based in Nashville, TN, US, is currently a Founder at Union Financial Services, LLC.. Dave Perez brings experience from previous roles at SAGEGUARD FINANCIAL GROUP, LLC and Regions Bank. Dave Perez holds a 2007 - 2011 BA in History in Military History @ Norwich University. Dave Perez has 1 emails on RocketReach.
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