Nancy Perez Email & Phone Number
Wealth Consultant @ First Citizens Bank
5 free lookup(s).
No credit card required.
Nancy Perez Location
- Miami, FL, US
Nancy Perez Work
- 2023 - now Wealth Consultant @
- 2011 - 2023 Managing Director, Senior Wealth Advisor @
- 2007 - 2012 Former Board Member @
- 1992 - 2011 Senior Investment Officer @ Earl M. Foster Associates
Nancy Perez Education
- University of Miami Herbert Business School
Bachelor of Business Administration (BBA) (Finance, General)
1990 - 1993
Nancy Perez Skills
- Strategic Planning
- Non-profits
- Public Speaking
- Asset Managment
- Investments
- Portfolio Management
- Mutual Funds
- Investment Strategies
- Analysis
- Management
- Valuation
- Entrepreneurship
- Financial Analysis
- New Business Development
- Strategy
- Asset Allocation
- Asset Management
- Leadership
- Alternative Investments
- Nonprofits
- Coaching
- Program Development
- Community Outreach
- Program Management
- Investment Management
- Equities
- Non Profits
- Microsoft Excel
- Business Strategy
Nancy Perez Summary
- Nancy Perez, based in Miami, FL, US, is currently a Wealth Consultant at First Citizens Bank. Nancy Perez brings experience from previous roles at SVB Private, Women's Fund of Miami Dade and Earl M. Foster Associates. Nancy Perez holds a 1990 - 1993 Bachelor of Business Administration (BBA) in Finance, General @ University of Miami Herbert Business School. With a robust skill set that includes Strategic Planning, Non-profits, Public Speaking, Asset Managment, Investments and more. Nancy Perez has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Nancy Perez?
Find contact details for 700 million professionals.
Others Named Nancy Perez
Nancy Perez
Registered Respiratory Therapist
New York, NY, US
Top First Citizens Bank Employees
Erik Taylor
SVP, Mortgage Banker
Raleigh, NC, US
Jim Hudak
President - Commercial Finance
New York, NY, US
Brent Ciliano
Chief Investment Officer
Raleigh, NC, US
Peter Bristow
President at First Citizens Bank
Raleigh, NC, US
Adi Gelem
SVP - Director - Risk Analytics
Raleigh, NC, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups. 
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension. 
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API. 
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co