Luis Pelaez Email & Phone Number
Financial Advisor @ Wells Fargo Advisors
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Luis Pelaez Location
- Houston, TX, US
Luis Pelaez Work
- Financial Advisor @ (January 2024 - Present)
- Senior Premier Banker @ (July 2022 - January 2024)
- Senior Private Client Banker @ (August 2021 - August 2022)
- Retail Branch Manager @ (April 2021 - August 2021)
- Relationship Manager @ (January 2020 - August 2021)
- Private Client Banker @ (May 2018 - January 2020)
- Branch Manager LVL 2 @ (June 2016 - April 2018)
- Branch Manager @ (November 2012 - April 2018)
- Personal Banker PB2 @ (November 2015 - February 2016)
- Store Manager @ (February 2010 - November 2012)
Luis Pelaez Education
- Bellaire High School
Speech Communication and Rhetoric
2006-2010
Luis Pelaez Skills
- Account Management
- Affluent
- Analytical Skills
- Appointment Scheduling
- Business Development
- Business Relationship Management
- Client Relations
- Client Services
- Communication
- Consultative Selling
- Critical Thinking
- Customer Experience
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Finance
- Financial Advisory
- Financial Analysis
- Financial Responsibilities
- Financial Services
- Fixed-Income Investing
- Insurance
- Interpersonal Communication
- Investment Strategies
- Investments
- Lead Qualification
- Market Analysis
- Microsoft Office
- Objection Handling (Sales)
- Open Accounts
- Regulations
- Relationship Building
- Relationship Development
- Retail
- Sales
- Sales Management
- Sales Operations
- Securities Regulation
- Skilled Multi-tasker
- Small Business
- Strategic Planning
- Strategy
- Structured Notes
- Team Building
- Team Coordination
- Team Leadership
- Teamwork
- Thinking Skills
- Trading
- Wealth Management Services
Luis Pelaez Summary
- Luis Pelaez, based in Houston, TX, US, is currently a Financial Advisor at Wells Fargo Advisors. Luis Pelaez brings experience from previous roles at Wells Fargo, JPMorgan Chase & Co. and BBVA. Luis Pelaez holds a 2006 - 2010 Speech Communication and Rhetoric @ Bellaire High School. With a robust skill set that includes Account Management, Affluent, Analytical Skills, Appointment Scheduling, Business Development and more. Luis Pelaez has 1 mobile phone numbers on RocketReach.
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