Michael Perez Email & Phone Number
Vice President, Market Growth and Expansion Strategy @ Citadel Credit Union
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Michael Perez Location
- Philadelphia, PA, US
Michael Perez Work
- 2026 - now Vice President, Market Growth and Expansion Strategy @
- 2005 - now Executive Board Member @
- 2017 - 2020 Executive Vice President and Chief Retail Officer @
- 2016 - 2017 Director Of Retail Sales @
- 2011 - 2014 Managing Director - Citigold Wealth Management @
- 2010 - 2011 Executive Vice President and Region Sales Director @
- 1999 - 2010 Executive Vice President and Area Director @
Michael Perez Education
- St. John's University, The Peter J. Tobin College of Business
Michael Perez Skills
- Wealth Management
- Relationship Management
- Portfolio Management
- Investments
- Banking
- Retail Banking
- Mortgage Lending
- Credit
- Loans
- Credit Cards
- Commercial Banking
- Series 7
- Risk Management
- Credit Risk
- Mutual Funds
- Credit Analysis
- Financial Services
- Leadership
- Retirement Planning
- Management
- Sales
- Securities
- Strategic Planning
- AML
- Capital Markets
- Cash Management
- Commercial Lending
- Consumer Lending
- Cross Selling
- Equities
- Finance
- Financial Advisory
- Financial Analysis
- Financial Risk
- Fixed Income
- Loan Origination
- Business Relationship Management
- Networking
- Strategy
- Sales Management
- Microsoft Office
- Customer Service
- Trading
- Team Building
- Marketing
- New Business Development
- Stakeholder Management
- Data Center
- ITIL
- Incident Management
- Business Analysis
- Vendor Management
- Process Improvement
- Change Management
- Disaster Recovery
- Business Process Improvement
- Project Management
Michael Perez Summary
- Michael Perez, based in Philadelphia, PA, US, is currently a Vice President, Market Growth and Expansion Strategy at Citadel Credit Union. Michael Perez brings experience from previous roles at St. John's Preparatory School, Dime Community Bank and Citi. Michael Perez holds a St. John's University, The Peter J. Tobin College of Business. With a robust skill set that includes Wealth Management, Relationship Management, Portfolio Management, Investments, Banking and more. Michael Perez has 4 emails and 3 mobile phone numbers on RocketReach.
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