Jess Perez Email & Phone Number
Vice President Financial Consultant at Fidelity Investments @ Fidelity Investments
Jess Perez's Location
Larkspur, CA, US
Jess Perez's Work
- Vice President Financial Consultant at Fidelity Investments @ Fidelity Investments
- Financial Advisor @ Merrill Lynch
- Financial Advisor @ AG Edwards
- Mortgage Broker @ BWC Mortgage Services
- Distribution Planner @ Gap Inc.
- Account manager @ NUMMI
Jess Perez's Education
- California State University-Chico
BS
1997 - 2000
Jess Perez's Skills
- Strategy
- Investments
- Marketing
- Strategic Financial Planning
- Asset Allocation
- Retirement
- Personal Financial Planning
- Portfolio Management
- Personal Pensions
- Tax Efficiency
Jess Perez's Summary
Jess Perez, based in Larkspur, CA, US, is currently a Vice President Financial Consultant at Fidelity Investments at Fidelity Investments, bringing experience from previous roles at Merrill Lynch, AG Edwards, BWC Mortgage Services and Gap Inc.. Jess Perez holds a 1997 - 2000 BS @ California State University-Chico. With a robust skill set that includes Strategy, Investments, Marketing, Strategic Financial Planning, Asset Allocation and more, Jess Perez contributes valuable insights to the industry. Jess Perez has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Jess Perez you were looking for?
Find contact details for 700 million professionals.
Others Named Jess Perez
-
55+
-
5+5+
-
1
Top Fidelity Investments Employees
-
54
-
21
-
45+
-
5+5+
-
52
-
ViewAbby Johnson
Chairman and Chief Executive Officer at Fidelity Investments
Boston, Massachusetts, United States51 -
45+
-
45
-
25+
-
42
-
44
-
ViewHeather Berke
Vice President, Human Resources and Diversity and Inclusion at Fidelity Investments
Boston, Massachusetts, United States31
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
