Ed Perez Location

Fort Worth, TX, US

Ed Perez Work

  • 2023 - now  Managing Director - Investments @ Wells Fargo Advisors
  • 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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