Nancy Perez Email & Phone Number
Wealth Consultant @ First Citizens Bank
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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 2 mobile phone numbers on RocketReach.
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