Nancy Perez's Location
Miami, FL, US
Nancy Perez's Work
- Managing Director, Senior Wealth Advisor @ SVB Private
- Former Board Member @ The Women's Fund Miami-Dade
- Senior Investment Officer @ Earl M. Foster Associates
Nancy Perez's Education
- University of Miami - School of Business
Bachelor of Business Administration (BBA) (Finance, General)
1990 - 1993
Nancy Perez's Skills
- Strategic Planning
- Non-profits
- Public Speaking
- Asset Managment
- Investments
- Portfolio Management
- Mutual Funds
- Investment Strategies
- Analysis
- Management
Nancy Perez's Summary
Nancy Perez, based in Miami, FL, US, is currently a Managing Director, Senior Wealth Advisor at SVB Private, bringing experience from previous roles at 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 - School of Business. With a robust skill set that includes Strategic Planning, Non-profits, Public Speaking, Asset Managment, Investments and more, Nancy Perez contributes valuable insights to the industry. Nancy Perez has 2 emails on RocketReach.
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