Executive Board Member @ (September 2005 - Present)
Executive Vice President and Chief Retail Officer @ (June 2017 - June 2020)
Director Of Retail Sales @ (October 2016 - June 2017)
Managing Director - Citigold Wealth Management @ (July 2011 - December 2014)
Executive Vice President and Region Sales Director @ (May 2010 - July 2011)
Executive Vice President and Area Director @ (September 1999 - April 2010)
Michael Perez Education
St. John's University, The Peter J. Tobin College of Business
Michael Perez Skills
AML
Banking
Business Relationship Management
Capital Markets
Cash Management
Commercial Banking
Commercial Lending
Consumer Lending
Credit
Credit Analysis
Credit Cards
Credit Risk
Cross Selling
Equities
Finance
Financial Advisory
Financial Analysis
Financial Risk
Financial Services
Fixed Income
Investments
Leadership
Loan Origination
Loans
Management
Mortgage Lending
Mutual Funds
Portfolio Management
Relationship Management
Retail Banking
Retirement Planning
Risk Management
Sales
Securities
Series 7
Strategic Planning
Trading
Wealth Management
Networking
Strategy
Sales Management
Microsoft Office
Customer Service
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 Chief Retail Officer at Citadel Credit Union. Michael Perez brings experience from previous roles at Citadel Credit Union, St. John's Preparatory School and Dime Community Bank. Michael Perez holds a St. John's University, The Peter J. Tobin College of Business. With a robust skill set that includes AML, Banking, Business Relationship Management, Capital Markets, Cash Management and more. Michael Perez has 4 emails and 5 mobile phone numbers on RocketReach.
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