Ed Perez Email & Phone Number
Managing Director - Investments @ Wells Fargo Advisors
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Ed Perez Location
- Fort Worth, TX, US
Ed Perez Work
- 2023 -now Managing Director - Investments @
- 1996 -2023 Executive Director - Senior Portfolio Management Director - Financial Advisor @ Morgan Stanley
Ed Perez Education
- California State University-Fullerton
Bachelor of Arts (Finance - Mihaylo College of Business and Economics)
1991-1995
Ed Perez Skills
- Leadership
- Sales
- Strategic Planning
- Team Building
- Wealth Management
- Portfolio Management
- Series 7
- Hedge Funds
- Finance
Ed Perez Summary
- Ed Perez, based in Fort Worth, TX, US, is currently a Managing Director - Investments at Wells Fargo Advisors. Ed Perez brings experience from previous roles at Morgan Stanley. Ed Perez holds a 1991 - 1995 Bachelor of Arts in Finance - Mihaylo College of Business and Economics @ California State University-Fullerton. With a robust skill set that includes Leadership, Sales, Strategic Planning, Team Building, Wealth Management and more. Ed Perez has 3 emails and 1 mobile phone numbers on RocketReach.
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